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Reordering Worklist Columns
Columns on the following worklists can be repositioned per user needs and liking:
Programs
CCM
BHI
Care Coordination
RPM
TCM
AWV
Billing and Claims
On the previously mentioned worklists, find the button labeled ‘Arrange Columns’ and click it. The button will be positioned next to the ‘Column Visibility’ button.
Once the button is clicked, the ‘Arrange Columns’ button will turn into a ‘Save’ button and the user may now drag the columns seen into their preferred order.
In the example above, the user is able to click and hold the ‘Call Status’ column header and drag it across the table for repositioning.
Notice that the other column headers will automatically move into a new position as the user drags the column header across the table.
NOTE: The Select All/Checkbox column and the Actions column cannot be moved from their positions.
When the columns are set to the preferred order by the user, they may then click the ‘Save’ button where the ‘Arrange Columns’ button was.
Once the ‘Save’ button is clicked, the button will transform back to ‘Arrange Columns’ and the order of the worklist columns will be saved for both current and future sessions.
If the user wishes to rearrange columns again, they may click the ‘Arrange Columns’ button and repeat the process.
NOTE: Reordering the columns of one program worklist will not affect the column ordering of the other worklists.
NOTE: Worklists will retain their custom ordering even if users log into other browsers.
Viewing and Printing a Custom Ordered Worklist
A worklist, its columns, and the associated data seen can be viewed in a PDF form and then printed out. A worklist will retain its custom order when viewing and printing from the PDF output.
NOTE: The PDF button will become clickable after selecting patients from the worklist using the checkboxes on the left side of the table.
A toaster notification will be displayed letting the user know that their report is being generated and then again once the report is ready.
Once ready, the worklist report can be viewed, and the user’s custom order of the worklist will be reflected in the report as well.
To access other helpful ThoroughCare articles in the Knowledge Base or to get help from the ThoroughCare Support team members, click the ‘i’ icon in the top right corner of the software next to the username and use the appropriate link!