Overview
The Posting Worklist in OneSpot is a centralized checklist that helps your team stay organized and efficient when managing remits. Instead of jumping between systems and second-guessing what needs to be checked, the worklist tells you exactly when to check for remits, where to go, and what actions to take. It’s designed to reduce missed remits, save time, and keep your team aligned—so nothing falls through the cracks.
What You’ll See in the Posting Worklist
When you access the Posting Worklist, you'll see a list of items—each representing a payer, or external system you need to check for remits. Each row in the list includes helpful details to guide your next steps:
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- Actions: Use this to update the status of a worklist item—whether remits were posted, no remits were found, or the item was skipped.
- Name: The name of the payer or external system.
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Instructions: Specific instructions on how to check for remits.
- For payers, the instructions come from the Remit Instructions set up in Admin.
For external systems, the instructions come from the Special Instructions in Admin.
- Check for Remits: Displays how often you should check for remits, based on what’s been configured in Admin.
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Status: Tells you the current status of the item. It can be:
- Unworked – Needs attention.
- Worked – Already checked.
- Skipped – Skipped for now.
- Last Worked: Shows the last time the item was marked as Worked or Skipped, helping you track activity over time.
Reviewing Past Work
Looking for something specific? Use the date picker and filters at the top of the worklist:
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Select a Date: Click the date to choose a different day’s worklist.
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Apply Filters:
- Unworked: Items that still need attention.
- Worked: Items already checked.
- Skipped: Items skipped due to issues.
- All: All items, regardless of status.
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Select a Date: Click the date to choose a different day’s worklist.
Next Steps
Now that you're familiar with the Posting Worklist layout and features, you're ready to start using it to streamline your workflow. In Working Your Posting Worklist, you'll learn how to take action—launching portals, updating item details, checking credentials, and marking worklist items based on what you find. It's your guide to confidently managing remits and keeping your team aligned.