Dashboard
The screen ClaimPod opens on. It is split into tabs by the job you do, so each person sees what needs them today rather than a summary of the whole client.
Who Can See It
Section titled “Who Can See It”Anyone signed in, scoped to the client in the switcher. Which tabs you get depends on your roles:
| Tab | Who gets it |
|---|---|
| Distribution | Managers |
| Your work | Billers (the User role) |
| Administration | Administrators |
| Other clients | Anyone assigned to more than one client |
With a single tab there is no tab strip; the page opens straight onto it. The dashboard remembers the tab you used last.
Tab Badges
Section titled “Tab Badges”Each tab carries a count of what needs attention there. Grey means routine, amber means something is aging, red means something is critical. A dot beside the count means something arrived since you last opened that tab.
When another tab holds something critical, the dashboard can open on that tab instead of your usual one, with a note saying why and a link back. It does this once per problem.
Distribution
Section titled “Distribution”For handing work out.
| Figure | What it counts |
|---|---|
| Unassigned | Open work nobody holds yet, and how long the oldest has waited |
| Net today | Work that arrived today less work completed today |
| Stalled | Work in progress with no update in 24 hours |
| Billers with room | Billers holding few enough items to take more |
Backlog by work type lists each kind of work with how much is unassigned, assigned but not started, and in progress. Load per biller shows who holds how much; a has room badge marks someone who can take more, and not a biller here marks someone who still holds work but no longer bills for this client, so their items need reassigning.
Your Work
Section titled “Your Work”For the person doing the work.
| Figure | What it counts |
|---|---|
| Assigned to me | Your open items, and how old the oldest is |
| Started, not finished | Items you have opened but not completed |
| Flagged for review | Your claims with a warning or error from a rule |
| Filing deadline near | Your claims that lose filing rights within 7 days |
Next up lists your items in the order to work them; click a row to open its queue at that item. Age of my queue shows how old your items are, and Losing filing rights lists the claims closest to their filing limit, each linking to the claim.
Administration
Section titled “Administration”For keeping the client running.
| Figure | What it counts |
|---|---|
| Sources with a failed last import | Import sources whose most recent file failed |
| Import errors 24h | Rows rejected across imports in the last day |
| Background tasks failed | Background jobs that failed in the last day |
| Feedback awaiting review | Open feedback across all clients |
Configuration changes lists recent edits to rules, connections, import mappings, schedules and templates, with who made them. Rules ending soon lists rules about to expire, and Housekeeping appears only when there is something to tidy, such as rules that have not fired in 30 days or accounts that never signed in. When the license is about to expire, a License expires in N days warning sits above the figures with a License → link to the System page; once it has expired, the warning says when the grace period ends.
Other Clients
Section titled “Other Clients”The alerts waiting in the other clients you are assigned to, so nothing is missed when you work in one client all day. Each row names the client, the tab and what needs you; click it to switch to that client and tab. The tab’s badge turns red when any of them is critical. The client switcher also marks clients that need attention.
States
Section titled “States”- Each tab shows a plain message when it has nothing for you, such as Nothing is assigned to you right now.
- If a tab cannot be loaded, it says so and offers a Retry; it never shows an empty tab as an all-clear.
- A client that could not be checked shows as not checked under Other clients.
Related: Analytics · Work Queues · Claims