Worklist Reason

One row per worklist reason - the free-text reason a claim was placed on a biller worklist in Elation Billing. Each row joins back to the claim via claim_id; a claim on a worklist (see the worklist table) can have one or more reasons. This table’s columns and relationships are shown in the Hosted Database schema.

worklist_reason.claim_id is the Elation Billing claim id and joins to claim.id - it is not an EHR bill id.

For reporting on but not limited to:

Why individual claims were placed on a worklist
The most common worklist reasons across a practice
Pairing each worklisted claim with its reason(s)

Reasons for a claim

Returns the worklist reason(s) recorded against a single claim.

select
    wr.id as worklist_reason_id
  , wr.claim_id
  , wr.reason
  , wr.created_timestamp
from worklist_reason wr
where wr.is_deleted = false
  and wr.claim_id = 1234567890  -- Replace with actual claim ID
order by wr.created_timestamp;

Most common worklist reasons

Ranks the reasons claims are placed on worklists over the last 90 days.

select
    wr.reason
  , count(*) as times_used
  , count(distinct wr.claim_id) as distinct_claims
from worklist_reason wr
where wr.is_deleted = false
  and wr.created_timestamp >= dateadd(day, -90, current_date)
group by wr.reason
order by times_used desc;

If you have any questions about this topic please reach out to Elation Support Portal with the subject line HDB - <your_question>

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Hosted Database

Overview

How Tos

Common Queries

Elation Billing

Frequently Asked Questions

Early Release

Changelog

Reasons for a claim

Most common worklist reasons

​Reasons for a claim

​Most common worklist reasons

Reasons for a claim

Most common worklist reasons