Step 1
Navigate
You can click on the Worklist menu item.

You can also click on a worklist tag from the Dashboard. This will take you to a filtered view of the worklist for that tag.

Now we are looking at a filtered worklist. You can right-click and open in a new tab on claims if you don't want to lose your place on the filtered results.

Step 2
Add to the Worklist
There are basically 3 ways claims end up on the worklist.
A Clearinghouse Rejection or Payer Denial
Claim does not pass Lightning MD Billing Rules (controlled in practice settings)
Manual adding of a Claim to the Worklist
Because the first 2 are automatic, we will focus on the 3rd, manually adding.
Click on the TAGS button or the WORKLIST button from a Superbill page, or the claims queue. Select YES or NO to add or remove a claim from the worklist, then SAVE.



Step 3
Add or Edit Tags
You can EDIT and DELETE tags from inside the practice settings. You can ADD tags at any time. Just click the plus button

Step 4
Remove from the Worklist
Claims that are rebilled, settled, or transferred to patient responsibility are automatically removed from the worklist. Otherwise, claims must be manually removed by repeating Step 2 and selecting NO.