2. The Worklist
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Last modified on 1/7/2017 4:17 PM by User.


2. The Worklist

Table of Contents: 

The Worklist

    -CDI Admin Worklist

    -Discharge Worklist

    -My Worklist

    -Referred Worklist

    -Reminder Worklist

CDI Manager has multiple worklists to facilitate your daily activity. Each can be sorted, filtered, and customized according to your preference. The different types of Worklists have many features in common. Those features and how to use them are listed here. Additional information about the distinct Worklist types can be found on the pages dedicated to the specific Worklists (My, CDI Admin, Discharge, and Referred Worklist). 
Contents of a Worklist
The Worklists display patient demographic information which is automatically delivered to CDI Manager every 15 minutes by an HL7 feed from your facility’s information management system.  It also displays information entered on the Patient Worksheet by a CDI specialist.  
The Worklists are arranged in columns and rows.  Each row is designated for a specific patient and the patient's information is organized according to the column headers.  The column headers and each column’s content are listed below.  It should be noted that if there are multiple queries for a patient the patient will appear on the worklist multiple times.
  • Refer – indicates whether or not this patient has been referred to another CDI specialist (see Referred Worklist for further information)
  • MRN – patient’s medical record number
  • Reminder Date - date set by user to follow up on this account
  • Account # –patient’s account number
  • Last Name –  patient’s last name
  • First Name –  patient’s first name
  • Admit – admission date
  • Discharge – discharge date (not on My Worklist)
  • Unit – the location (unit) where the patient currently resides in the facility
  • Room – this is the room in which the patient currently resides
  • Payer Alias –Grouping under which the patient’s primary insurance company has been categorized.
  • Physician – attending physician
  • Diagnosis – admitting diagnosis
  • Query Date – indicates the date on which the CDI query was generated
  • Query Name – indicates the name of the query template generated by the CDI specialist.
  • Query Writer – indicates the name of the CDI specialist who created the query
  • First Note Date – indicates the first date on which a CDI specialist entered a CDI note
  • Initial Reviewer - this field refers tot he first CDI Specialist to work on selected patient
  • Last Note Date - indicates the most recent or last date on which a CDI specialist entered a CDI note
  • Active User – this field refers to the last CDI specialist to work on selected patient
  • Query Status – indicates the current status of the query (see below for further explanation of query statuses)
  • DRGs
    • Top Box- Initial DRG: indicates the DRG (diagnosis related group) to which the patient seemingly belongs according to the documentation on file before CDI intervention.
    • Middle Box – Working DRG: indicates the DRG that the CDI specialist believes may be more appropriate based on clinical indications contained within the medical record.
    • Bottom Box – Final Coded DRG (Discharge Worklist only): indicates the coded/billed DRG.
A note about query statuses


The query status column has color-coded bullets that indicate the response the CDI specialist received from the physician. The query response is manually recorded by the CDI specialist on the patient’s worksheet. On the worklists that query response is clearly displayed with the following color coded bullets. 

Green:  indicates that that the physician agrees with the query and has corrected the documentation accordingly
Green with a red exclamation point: indicates that the physician verbally agreed with the query, but did not add the additional documentation
Yellow:  Indicates that the physician did not respond to the query
Red:  Indicates that the physician disagreed with the query
Black: Indicates the physician was clincally unable to determine the diagnosis
Blue: Indicates that the query is pending or that no status has been selected

Accessing a Worklist



When you first log on to CDI Manager My Worklist will be displayed.  To navigate to another Worklist place your cursor over the Worklist menu then click on the Worklist you want displayed.




 The Worklist menu will always display the active Worklist

Navigating through a worklist


 Depending on how many records are on your Worklists, it may take multiple pages to display them all.  The current and total number of pages are listed at the top of the screen.  Click on the right or left pointing single arrow to scroll to the next or previous page.  Click on the right or left pointing double arrows to scroll to the last or first page.  

If you prefer you may set the number of accounts displayed to either 50 or 100.  This will decrease the number of pages you must scroll through to see all accounts.  Changing the accounts displayed per page at this level will not permanently save your changes.  Once logged off the default will go back to 25.  To permanently change the number of accounts displayed make this change in Users Settings as described below.


User Settings

Users who have access to more than one hospital display the various hospitals’ worklists by selecting the hospital they want to see from the hospital selection dropdown at the top of the screen. Initially the hospitals will be listed in alphabetical order. 

Clicking the User Settings icon     opens a dialog box that allows you to set the default hospital that will be displayed when you first log on.  If you want to change the default to another hospital, select the radio button for that hospital then click  Save. 

From this screen you can also set the signature that will display on your queries, your screen’s font size and the number of accounts displayed per page.


 Customizing the contents of a worklist

You can customize any worklist by removing or adding columns. To customize a worklist right click in the gray area of any column title to reveal a list of all columns. 

Visible columns will be indicated by a check mark next to the column name. Those without the checkmark are not currently visible. If you wish to remove a column, simply remove the check. To add columns, add a check next to the name of the column you wish to add. After you have customized the column display according to your needs, click the save icon   at the top of the pop up list. To exit without saving the changes, click anywhere outside the Select Columns list.


Worklist Features

Sorting by Column

All information in the census can be sorted by clicking on the column title in the gray bar.  For example:

  • To sort patients based upon the unit they are in, click on the column title Unit. 
  • To sort patients based upon their admission date, click on the column title Admit.
  • To sort patients based upon their query status, click on the column title Query Status.

The first click will sort the column in ascending order.  Clicking on the column title again will sort it in descending order.  A black triangle adjacent to the column heading indicates the column on which the worklist is sorted.

Filtering by Query Status

You can limit the number of patients that display on a Worklist based upon the status of the queries you have placed.  For example, you may want to view only those accounts that have queries with a status of Pending or No Response.   In order to do so, click on the filter icon beneath the title Query Status.




 This will display the Query Status filter dialog box.  Place a check adjacent to No Response and Pending (or which ever status you want to filter on) then click Apply.


Your Worklist now displays only those accounts that have a query with a status of Pending or No Response.  In addition, the filter icon beneath the Query Status title turns green indicating this is the column on which you have filtered.  To remove the filter, click on the filter icon then click the Reset button.

Filtering by Date


In addition to Query Status you may filter on Admit, Discharge, Query, First Note and Last Note Dates.  To access the filter dialog box for any of these columns click on the filter icon beneath that column heading.

You will have the option of selecting a period such as Today, Last 3, 7, 14, 30, 60 or 90 Days or a specific Range.   Click the radio button adjacent to the period on which you want to filter. If you select Today, Last 3, 7, 14, 30, 60 or 90 Days, simply click Apply and only those accounts meeting the criteria will be displayed.


If you select Range you will be required to enter a From (start) and To (end) date; to do so, click the From text box to display a calendar.  Use the dropdown boxes to select the Month and Year then click on the specific day on the calendar.  Follow these same steps to enter the To date.

When you have entered both dates click Apply.




You can combine multiple filters by selecting filter options for each column. For example, if you want your Discharge Worklist to display only those patients who were discharged during the last week and have queries with a status of Pending set both the Query Status and Discharge Date filters.


Searching a worklist

If you want to display accounts that meet certain criteria but there is no filter option for that column you can use the Search Worklist feature.

For example, if you want to display all patients on a specific unit such as a Critical Care Unit type the word critical in the search text box and the accounts displayed will be limited to those accounts that include the word surgery on the worklist.

To clear your search and view the entire worklist either remove the word surgery from the Search Worklist text box or click the refresh icon at the top right of your screen.


Entering a DRG

Initial and working DRGs are displayed on all Worklists however can only be entered on the Patient Worksheet.


Final DRGs are displayed and can be entered on both the Discharge Worklist and the Patient Worksheet.



(Please see the Account Controls under The Worksheet for inputting Initial and Working DRGs and Discharge Worklist for entering Final DRGs.) 


Viewing a Query
The Query Name magnifying glass icon  produces a pop up displaying the query.  The query can also be viewed from the Patient Worksheet.
Searching for Accounts

The search account feature is available by clicking on the Search Accounts icon in the upper right hand corner of your screen.  The difference between searching for an account and using the Search Worklist feature is that Search Accounts can be used to find an account for any patient in CDI Manager not just a patient on the worklist you are currently viewing. 




To search for an account:

  • Click the Search Account icon to open the Search Accounts dialog.
  • Select the Search Parameter from the drop down menu. You can search for accounts based on Patient Name, Account Number, Medical Record Number, Patient SSN, Policy Number, Admit Date or Discharge Date.
  • Type the appropriate information in the Search Text box(es) located to the left of the Search Parameter drop down.
  • Click the   button.


Except for Account Number, each of the search parameters allows you to enter one criterion.  In other words, you can enter one patient’s name, one MRN number, one admit date, etc.  A search based upon these may return more than one result. Chances are there was more than one patient admitted or discharged on a particular day and more than one patient with a certain last name or first name.  In addition, the same patient may have had multiple admissions and therefore be listed multiple times.  If searching by Account Number, you may enter more than one each separated by a comma as illustrated below.


Your search results will remain in the Search Accounts dialog box until you remove them or log out of the system and if you perform additional searches the new results will be added to the accounts already listed. 


To remove all results from the Search Accounts dialog box, click the X to the right of the Search button.




To remove one account from the list, click the X to the right of that account.


Additional Icons
Report Icon    : opens a list of CDI manager reports
Ask nThrive Icon   : opens a template to send an email to customer support
Help Icon    : opens the online user manual
User Settings    : allows you to set the font size and default hospital if she has access to more than 1 and the signature that will appear on the queries she writes
The Reassign Icon allows you to Refer an account to another specialist. 
The Print Icon  allows you to print a worklist.
The Export to Excel Icon  allows you to export a worklist to Excel
The Save Icon  is only displayed ont he Discharge Worklist and allows you to save changes made to Final DRG.


To learn more: 

    -CDI Admin Worklist

    -Discharge Worklist

    -My Worklist

    -Referred Worklist

    -Reminder Worklist