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