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ClaimPod Docs

Getting Started

This walks you through one complete piece of work: signing in, finding your queue, and resolving a single import review item. It takes about ten minutes, and everything you do here is what a normal day looks like.

Sign In and Pick a Client

Section titled “Sign In and Pick a Client”

  1. Open ClaimPod and sign in with your work email. Depending on how your organization is set up, you either enter a password or continue through your Microsoft account.

  2. At the top of the sidebar, check which client is selected. Everything you see is scoped to that client. If you only have access to one, it is chosen for you. On a screen narrower than 1440 pixels the sidebar starts folded to icons and the switcher is hidden; select Toggle Sidebar at the left of the header to open it.

    The sidebar open, with the client switcher at its top highlighted and showing Medical Clinic selected

  3. Optional: select the switcher to change clients.

Open Your Queue

Section titled “Open Your Queue”

  1. In the sidebar, select Work Queues. The list shows every open queue with its progress, who it is assigned to, and when it was created.

  2. Select the queue you are working. Queues are named for their kind and the practice day, so Import Review · 09/27/2026 holds the rows that day’s imports stopped, whichever file they came from.

The queue opens on the processor. The first time, the queue list opens over the workspace with every item in the queue; once you pick one it closes, and Queue at the top left opens it again.

Work the Item

Section titled “Work the Item”

Each item in the queue list names the row it is about, with how many problems it has underneath, such as 3 problems.

  1. In the queue list, select an item. The list closes and the workspace shows the row: its key facts across the top, its records as cards (tabs on a narrow screen) such as Patient, Visit and Services, and a side panel.

  2. In the side panel, on the Problems tab, read each problem. An import review problem always names what ClaimPod could not decide on its own, such as an imported record matching an existing patient closely but not exactly.

  3. In the record’s section, make the decision the row is waiting on under Decision. Each record has one decision: link it to the existing record, or create a new one. To leave the whole row out instead, choose Reject Row in the bar at the bottom and give a reason.

  4. Edit any field the file got wrong. Your first edit claims the item and moves it to In Progress. Until then the item is only open for viewing, so browsing a colleague’s queue never takes their work.

  5. Select Complete. Completion checks the item first. If something still blocks it, ClaimPod says what and stays where it is.

Result: the row promotes into real patients and visits, the item moves to Completed, and the processor advances to the next item in the queue.

Section titled “What to Read Next”