Table of Contents:
- 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)
- 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.
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.
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.
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.
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.)
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.
To learn more: