Work with records that are on hold

As an intake processor or a workflow manager, using the On Hold Worklist, you can find out in more detail why a record has been put on hold.

For more information on the reasons why a record can be put on hold, see Using the On Hold Worklist.

1. Make sure you are on the On Hold Worklist. For more info on navigating to the On Hold Worklist, see Navigating.
2. Filter and customize the layout of the On Hold Worklist to best suit your needs. For more information, see Fine-tune your worklist with advanced filters, as well as Optimize the data being displayed using columns.

   Tip:

   You can select Actions, then Clear Filters to remove the filters you have applied.
3. Check the box of the record you would like to work on, select Expand Details, then Start Work.
4. In the View Difference dialog, identify the reason why the record was put on hold.
5. Perform one of the following:
   • Select Reject Follow-up to reject the intake record. The record is cleared from the On Hold Worklist.
   • Select Close and the record will remain unchanged.
   • Select Print List to export a report of all the differences to PDF.
6. Optionally, you can export all of the records in the On Hold Worklist. To do so, select Actions, then Export.