Refresh the Intake Worklist

The Intake Worklist refreshes automatically after most of the significant actions you take. Nonetheless, you have the option of refreshing the Intake Worklist manually.

The following actions trigger an automatic refresh for the Intake Worklist:

• When you navigate from a different page to the Intake Worklist
• As you sort your records
• After you modify your filters
• Once you switch views

To refresh the Intake Worklist manually, follow the steps below.

1. Make sure you are on the Intake Worklist. For more information on navigating to the Intake Worklist, see Navigating.
2. Depending on your role, perform one of the following: .
   • As a workflow manager, select Refresh from the top right corner of the page.
   • As an intake processor, select Actions, then Refresh.