The worklist is your central hub for managing patient encounters. Before adding patients, you can customize how information is displayed to match your practice's needs.
Creating Custom Fields
Custom fields let you track information specific to your practice, such as surgery dates, priority levels, or procedure types.
How to Create a Custom Field
- Go to Clinic Settings from the top navigation
- Click Custom Fields in the left sidebar
- Click New Field
- Name your field
- Select the field type:
| Field Type | Best For | Example |
|---|---|---|
| Date | Important dates | Surgery date, follow-up deadline |
| Select (dropdown) | One choice from predefined options | Priority: High / Medium / Low |
| Multi-select | Multiple choices from predefined options | Procedure types, specialties |
- For select and multi-select fields, enter your options and optionally pick a color for each
- Click Submit
Adding Custom Fields to Your Worklist
Once you've created custom fields, add them to your worklist view:
- Click the column selector (gear icon) in the worklist
- Check the fields you want to display as columns
- Drag to rearrange column order as needed
Default Columns
The worklist includes a set of default columns visible to all users:
- Patient Name — always visible and stays fixed as you scroll horizontally
- PHN (Personal Health Number) — appears immediately after patient name for quick patient identification
- Date of Birth — shown by default alongside PHN and name as part of the standard patient identification triad
Adjusting your working area
A few things you can do to your workspace:
- Collapse or expand the left side pane using the toggle at its edge to give the current encounter or form more room
- Resize panels by dragging their edges
- Switch to Full View on the encounter to expand into a single-panel layout when you want to focus on one patient
Sorting and Filtering
Use sorting and filtering to focus on what matters most.
Sorting
Click any column header to sort by that column. Click again to reverse the sort order. For example, sort by surgery date to see upcoming procedures first, or by priority to focus on high-priority patients.
Filtering
Click the Filter button to open the filter panel and narrow your worklist.
| Filter Type | How It Works | Example |
|---|---|---|
| Dropdown fields | Check one or more values to include | Priority: show only "High" and "Medium" |
| Date fields | Choose an exact date or a range. Quick presets available: Last 7 days, Last 30 days, This month, This year | Surgery dates this week |
| Active/Archived | Show only active encounters, only archived, or both | Hide completed encounters |
| Patient fields | Filter by patient name, email, date of birth, or health card number | Find patients born in a specific year |
Active filters appear as badges below the search bar. Remove individual filters by clicking the X on each badge, or click Clear All Filters to reset.
Saving Your Filter View
Save your current filters so they load automatically every time you visit the worklist:
- Set up the filters you want
- Click Save my view
To return to your saved filters after making temporary changes, click Restore my view.
Your filters, sort order, search term, and page number are also preserved automatically when you navigate into an encounter and return. You'll pick up exactly where you left off.
Editing Inline
Update custom field values directly in the worklist without opening the full encounter. Click on a cell to edit it in place.
Searching for Patients
Find patients quickly using the search bar in the top right. Search by patient name and results appear as you type.
Managing Organization List Defaults
Go to Clinic Settings from the top navigation, then click Lists in the left sidebar to set organization-wide defaults for the worklist. These apply to all users in your organization unless they have saved their own personal preferences.
You can configure:
- Visible columns — choose which columns appear in the worklist and drag to set their order
- Default sort — choose which column the list sorts by when a user first loads it, and whether it sorts ascending or descending
- Items per page — set the default number of rows shown (10, 25, 50, or 100)