Workqueues are workable lists in Epic and include patient workqueues, follow-up workqueues, claim edit workqueues, charge review workqueues, and many others.

Resources

The following resources provide information on Workqueue functionality.

  • Deferring within Workqueues - (Handout) Users may defer a list item within a workqueue for a given length of time. This moves it to the Defer tab of the workqueue. At the end of the given length of time, the list item (e.g. account or transaction) will return to the Active tab of the workqueue.

  • Documenting a New Call Patient Communication - (Handout) The New Call feature allows users to record communication with a patient, such as attempts to reach the patient to schedule an appointment.

  • Filtering within Workqueues - (Handout) Filtering allows users to narrow the list within a workqueue (WQ). Filters apply only to individual users for specific WQs. Hyperspace saves users' unique filters, so it's not necessary to reset filters when re-entering a previously-filtered WQs.

  • Filtering Workqueues - (Handout) Workqueues can be filtered and saved as favorites to provide quick and easy access to the most commonly used workqueues.

  • Offsite Visit Workflow - (Handout) The Offsite Visit Workflow is used when providers at UI Community Clinics or Outreach perform services at external hospitals or facilities (inpatient rounding, consults, surgeries, etc.).

  • Removing an Order from the Schedule Orders Workqueue - (Handout) Orders on the “Active” tab of the Scheduled Orders workqueue can be manually removed.

  • Reviewing Workqueue List Basics - (Handout) To find patients that have referrals and need to be scheduled, the Referrals Workqueue List is used to quickly find these patients.

  • Transferring Orders in the Schedule Orders Workqueue - (Handout) Orders in the Schedule Orders workqueue can be manually transferred from one departmental workqueue to another. A reason for can also be entered to clarify why the order is being transferred.

  • Working Front Line Patient Workqueues - (Handout) Front line Patient workqueues are worked by staff on a daily basis to correct errors on appointments that must be fixed.

  • Workqueue Efficiency Tips (REV060) - (eLearning: 7.5 min) Practice efficiency tips for navigating and working workqueues.

Return to Epic Resources