Optimize the data being displayed using columns

By default, the Intake Worklist displays a predetermined set of columns. This can easily be personalized to match your needs.

  1. On the right side of the page, select the Columns Columns.
  2. In the Columns window, ensure the appropriate columns are visible by checking the right side of the Select Columns panel. Columns marked as Pinned Pinned are fixed and cannot be removed.
  3. Select any additional columns you would like to add from the Available section, on the Select Columns panel.
  4. Select Apply once you are happy with your selection of columns. Your choice of columns and arrangement are saved for future logins.
  5. In the Intake Worklist, rearrange your columns by dragging and dropping them along the header.