Organizing tasks and claims efficiently is possible with custom labels. By default, the system includes three pre-configured labels: Emergent, Urgent, and Routine. These labels cannot be removed. Additional labels can be created and customized to meet specific organizational needs such as urgency, workflow, or specialty.
Adding Task and Claim Labels
This process enables better categorization of tasks or claims, helping to streamline workflow and organization.
New labels are added under Practice: Task Labels in Settings and clicking Add Task Label +.
Name: The text that will display on the label, such as Urgent, Primary Care, or Referral.
Color: A color can be selected from the dropdown. If no color is chosen, the label will appear in gray.
Position: This field determines the order in which labels appear in the selection list for tasks or claims.
Designating Labels
Task Association enables specific labels to be automatically applied to tasks or claims according to preset workflows. When a task or claim is generated, the appropriate label is assigned based on the established rules for task association.
Modules allow labels to be associated with Claims, Tasks, or both. By default, labels are configured for both locations. If a specific module is selected, the label will be restricted to only show in the chosen module. If no module is selected, the label will automatically appear in both.
When assigning labels to claims, ensure that the appropriate revenue queues are configured to display them. By default, no revenue queues include labels. To enable labels for specific queues, navigate to Quality & Revenue: Queues in Settings. Select the desired queue, then choose Labels under the Visible Columns section and save the changes. Each queue must be configured individually for label visibility.
To make multiple selections from the columns list, hold Cmd for Mac and Ctrl for Windows.
Editing and Deleting Labels
Modifying a label involves simply selecting the label, making the necessary updates to its fields, and saving the changes. For labels that are no longer needed, select the checkbox next to the label, choose Disable Task Label from the Action dropdown menu, and click Go to apply.
