The Queue Processor

Opening a queue splits the screen: the Work Items rail on the left, the selected item’s workspace on the right. One address serves several kinds of work, so the rail and the action bar stay the same while the workspace changes with the item.

The queue processor: the Work Items rail beside the open item's workspace, with an ambiguous identity warning on the patient section

Who Can See It

User, Manager and Administrator, when the client is licensed for work queues.

The Rail

Every item in the queue, in working order, each summarised by what it is about - an import row and its problem count, a claim number, a payer’s check. Finished items dim rather than disappear, so the queue keeps its shape.

The rail abbreviates: a finished import review row reads Resolved there, where the item’s own status badge says Completed.

Item state	What it means
Queued	Nobody has started it. Opening it does not claim it
In Progress	Someone has edited it. It is theirs until they leave it
Completed	Closed, and its decisions applied
Skipped	Set aside, and still completable later

When colleagues are in the same queue, the rail shows who is on which item. It is advisory, never a lock - two people can open one item, and the banner below says so if the other one finishes first.

The Action Bar

Action	What it does	When it appears
Complete	Validates, closes the item, and advances	In Progress or Skipped, and on a queued follow-up item, which has nothing to edit
Release	What the terminal button reads on a Statement Review item: re-runs the statement’s check and, if it passes, releases the statement and advances	Straight away on a Statement Review item, queued or not
Skip	Sets the item aside, keeping it completable	In Progress, and on a queued follow-up or Statement Review item
Next	Moves on without claiming anything	Always

Selecting an item does not claim it. Your first edit does, which is why a colleague can read your queue without taking work off you.

The item’s own menu carries Reassign…, Move to Queue…, View History, Show Source or Hide Source, and - where the item points at a record - Open Claim, Open Remittance, Open Visit or Open Statement.

The Workspaces

Item kind	What the workspace shows
Import Review	One staged row, grouped into Patient, Visit, Services and Insurance, with a decision on each part that needs one
Claim Review	The claim, with each finding painted on the field it concerns
Remittance Review	What the payer reported, the claim it matched, and the posting waiting on your judgement
Patient Review	An imported patient held for a decision about identity
Follow-up Claims	A submitted claim the payer has not answered, with an Outstanding card giving its balance, when it was submitted and its age, over the remittances received so far
Follow-up Visits	A visit that has sat unbilled, with its information and Readiness side by side, so the thing blocking the claim can be fixed here
Statement Review	A held statement: its Holds and Bill to cards beside the document canvas, which says held statements do not print
Anything else	A generic view naming the work type, for item kinds without a workspace of their own

Import Review Decisions

Each part of the row that ClaimPod could not resolve alone offers a decision.

Decision	What it does
Create New	Makes a record from what the file said
Link to Existing	Ties the row to a record already in ClaimPod, naming the match and its confidence
Reject Row…	Discards the row, with a reason. Where no reason is required it reads Ignore

Rejecting is final for that run: the row is skipped and does not enter your data.

Claim and Remittance Review

A claim review work item: the rail beside the claim, with its findings on the fields they concern

Both open the record itself inside the workspace, so the item is worked where the data lives rather than in a copy of it. A remittance review item will not close without a resolution, and completing either with findings still open asks you to confirm at Complete With Open Findings?.

Follow-up Items

Follow-up items are not raised by a person. A scheduled sweep looks for submitted claims the payer has not answered, and for visits that have gone unbilled, past a threshold in days that the schedule sets. Each item carries the age it was found at: a badge naming its band, and a line reading N days outstanding or N days since admit.

The bands are thirty days wide and start at the threshold, so a thirty-day sweep gives 30-59 days, 60-89 days and 90+ days. Older bands sort first, so the queue opens on the work that has waited longest.

There is nothing to decide on a follow-up item, which is why Complete is offered straight away rather than after an edit. Chase the claim or fix the visit, then close it. Leave it open and the next sweep keeps it, updating its age; once the claim is answered or the visit is billed, the sweep closes it for you.

The sweeps are off until someone schedules them, on Tasks and Schedules.

Statement Review

A held statement is one decision: mail it or not. The Holds card names each reason, the Bill to card is the one thing you can repair in place, and the terminal button reads Release rather than Complete, because a document leaves the building when you press it. A restriction hold carries a Manage restrictions link to the patient’s Billing Restrictions card; the other holds have nothing to edit here, so Release is offered straight away on a queued item, as with follow-ups.

Release re-runs the statement’s check rather than trusting the holds you saw. A statement an error still holds is refused with Resolve N blocking findings before releasing this statement., and the holds beside the button refresh to match. Where the fix lives for each hold is on The Statement Page.

States

Select a work item to begin processing before anything is chosen.
The record no longer exists if the claim, remittance or visit behind the item was deleted, with a suggestion to skip and keep the queue moving.
A recovered draft restores unsaved edits and says it did. Edits save continuously, so losing the tab loses nothing.
Someone else finished it - a banner says who completed, skipped, reassigned or moved the item, and warns when your unsaved changes did not survive.
New items arrived offers a refresh rather than moving the rail under you.
This statement was already released or already voided - someone decided a Statement Review item while you were reading it, and the workspace says so rather than failing.
Empty - a queue with nothing open shows its progress complete.
Blocked - without the work queues module the screen is not in the sidebar, and a saved link to it says the module is not part of your plan.