Creating Worklists

Worklists are predefined searches that retrieve reports and orders. Administrators can create worklists for providers, for transcriptionists, and for themselves. A user can search for reports and orders by selecting one of these worklists from the Worklist drop-down list in the PowerScribe 360 | Reporting client application; the worklist determines which reports appear in the Explorer window, and the order in which they appear. You can save time for transcriptionists, administrators, and providers by creating worklists for frequently-used searches.

Worklists are very powerful, allowing virtually any combination of search criteria, and can span multiple sites. For example, you can create a worklist that shows all unreported pediatric MRI Brain exams performed in the Emergency Department more than an hour ago. Worklists can be simple or complex, depending on your needs.

Worklist Tips And Tricks

Plan the worklists you want to build before you begin to construct them. Determining the exact set of worklists your organization requires saves time and effort. It is recommended that you define your worklists on paper first.
Create your sections and add procedures. This is key to streamlining your department’s workflow and optimizing the PowerScribe 360 | Reporting system.
Sketch the worklist out on paper first before you begin defining it.
Make use of "Try it": As you build your worklists, you should use the “Try it” feature frequently to test your queries.

Create a Worklist

1. In the Administrator Portal, navigate to the worklist builder located on the System tab in the Setup group.

2. Click the plus sign (+) under Worklists to create a new item. A new line appears.

3. Type a name for your worklist. For example, you might name the worklist Unread Pediatric ED CT Scans.

4. If you like, type a definition for your worklist, to help other identify its use. This is not a required field.

5. Click the Save icon.

Configure the Snapshot, Admin, and Active Check Boxes

Click the Edit item icon and either select or clear the following check boxes:

- Snapshot: If your worklist is designed to return unreported orders, non-final reports, or both, select this check box to make it run more quickly and efficiently.
- Admin: Select this check box to hide this worklist from users who do not have administrative rights; only administrators see Admin worklists.
- Active: When editing or creating a worklist, select this check box to make the worklist active. If you clear this check box (making it inactive), the worklist is not visible to providers in the client application. When you want providers to be allowed to use the worklist, click Edit and select the Active check box to make it visible to providers.

Define the Worklist

1. Define the first clause in the worklist. For example, the first clause might narrow the worklist to reports that are unsigned.

1. Under the column titled Definition, click Edit.
2. Select Simple Expression from the drop-down menu and click Add.
3. In the Field list, select Report Status. Select Is null as the logical operator.
4. Click Update.

2. The next clause might narrow the worklist to reports from the Emergency Department.

1. Click Composite Expression in the tree at the left, and select Simple Expression from the drop-down menu at the right. Select And as the logical operator.
2. Click Add.
3. In the Field list, select Patient Class. Select Equals as the logical operator.
4. Select Emergency from the Values drop-down list. Click Update.

3. The next clause might narrow the worklist to CT scans performed on patients up to 13 years of age.

1. Click Composite Expression in the worklist tree at the left, and select Composite Expression from the drop-down menu on the right. Select And as the logical operator.
2. Click Add.
3. Click the newly formed composite expression at the bottom of the tree at the left. Select Simple Expression from the drop-down menu on the right, and select And as the logical operator.
4. Click Add.
5. In the Field list, select Modality . Select Equals as the operator.
6. Select CT from the Values drop-down list and click Update.
7. Select the newly formed composite expression at the bottom of the worklist tree at the left. Select Simple Expression from the drop-down menu on the right and select And as the logical operator.
8. Click Add.
9. Select the Patient Age field and select Is between as the operator.
10. Next to Values, type 0 in the from field and 13 in the to field. Click Update.

4. Click Try it to test the query.

5. Select Snapshot if the worklist is designed to retrieve only unreported orders, non-final reports, or both. This option make execution of the worklist more efficient.

6. Select Admin if the worklist is to be used only by users with administrative account logins. Administrator worklists help system managers easily search commonly-queried lists. For example, administrators frequently review failed, rejected, and draft reports to ensure optimal system maintenance.

7. Click Save Changes. The worklist is saved.

Adding a Sort Order to a Worklist

You can further define workflow by adding report sorting to your worklists. This feature is located in the worklist builder below the expression tree.

To define worklist sorting:

1. Click Add Sorting. This reveals a list of sorting options as well as ascending and descending options.

2. Select the sort options you want for the worklist. For example, select Priority from the drop-down menu and select Sort Ascending (A-Z). With this order, the highest-priority cases appear first in the list. Other common sorting options include FIFO (first in, first out), LIFO (last in, first out), and Modification date.