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About Worklist Filters

When using the EHR, providers often navigate large worklists containing thousands of patient encounters or check-ins. To make this process easier, you can have a worklist filter applied to your account.

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What does a filter do?

A filter reduces the number of patients displayed on your worklist based on criteria relevant to your role or practice. Common examples include:

  • Limiting the list to patients checked in at locations where you provide services.
  • Narrowing by department, specialty, or other provider attributes.
  • This typically shortens the list significantly, making it easier to find the right patient encounter.

What does a filter NOT do?

  • Filters generally work at a location or organizational level, not at the individual provider level (though this may vary by implementation).

  • Filters do not restrict access—you can always toggle them off to view all patients available to you.
  • Filters help reduce clutter but do not eliminate the need to search for specific patients.

How can I request a worklist filter?

Contact your system administrator or helpdesk and request a filter for your account. Provide details such as:

  • Locations or departments where you work.
  • Any other relevant attributes (e.g., specialty, provider group).
  • If the information your filter is based on changes, you’ll need reach out to update your filter or disable it to restore full visibility.

What if I have a worklist filter enabled but can’t find my patients?

If a worklist filter has been set up for you, you can turn it on or off at any time using the Order Filter (On)/(Off) button at the top-left of the worklist.

  • If the filter is ON: Only patients checked in to your assigned clinic locations will appear.

    • If expected patients are missing, your filter may need adjustment. Worklist filters can only be edited by an administrator, so please contact support to review or update your filter configuration.

  • If the filter is OFF: You should see the full list of available patients.

    • If a patient still doesn’t appear, they may not be fully checked in yet, there may be a delay or issue with check-in, or there may be an interface problem. AudSoft Support can assist in confirming these issues with your interface team.