Who takes the next step?

Save a worklist view

Set your filters and choose Save view. Up to six views stay in this browser for this account; clinic views are separate for each clinic and permission set. Select a saved view to apply it, or use its adjacent remove button. Search text, sender and dates are not saved and are cleared when applying a view. Files and medical data are not stored with views. The server checks access again.

Hand preparation to a colleague

Reception prepares files and recipient, then chooses Save draft. In the saved handover, choose Assign and a colleague with sending permission. They receive a notice according to their preferences and open the same draft. Assignment sends no files and grants no recipient access. The sending colleague reviews delivery, PIN, expiry and permissions, then sends explicitly.

Needs your action

• Upload a file or add a recipient.
• Check delivery or expiry problems.
• Add the requested information.
• Review returned results and complete the handover.

• Complete work queue and task previews

Waiting for the recipient

• The recipient has not opened it yet.
• Acknowledgement is expected.
• A requested result or file is expected.