11.x to 11.2 Modify Worklist Views

Worklist views will look the same after the 11.2 upgrade. Allscripts recommends modifying the existing 11.1.7 worklists rather than recreating new ones. Worklists that apply will need to have a “Hold For - Documentation” status added. This worklist will be for those who have the task to administer immunizations or medications. This worklist is for documentation status of immunizations and med administration (common users may be nurses or MA’s). If creating a new worklist, these users will need have this new worklist assigned to them. Information on Assigning Worklists to Users: 11.2 Assign Worklist Views to Users.

Note: The process for building and assigning worklist remains the same in 11.2 as it did in 11.1.7.

1. Log into TWAdmin or a user with Admin with WorkDefAdmin Privileges.

2. Navigate to the WorkDefAdmin VTB.

3. Select the Worklist tab.

4. Select the Edit Icon.

5. Select the Worklist you want to add “Hold For - Documentation” to from the drop down picklist.

Note: If you are creating a separate picklist for “Hold For - Documentation”, click New and enter the name of the worklist you are creating.

6. In the Order Type tab check the boxes “medications” and “immunizations”.

7. In the Order Status tab check the box “Hold For”.

8. In the Order Status Reason box check "Documenation".

9. Click OK.

More information on how to build worklists: Worklist View Editor.

Return to V 11.x to V11.2 Build Activity Workbook (BAW).