Work Queues
Where review work is held and worked, one work item at a time.
Who Can See It
Section titled “Who Can See It”User, Manager and Administrator, when the client is licensed for work queues.
The Queue List
Section titled “The Queue List”Above the list, six tiles count Queues, Items, In Progress, Completed, Overdue and Due in 7 Days for the queues the search and filters leave showing. Search by queue name, or filter by Status, Deadlines (Overdue, Due in 7 Days) and Type. The list opens with completed queues hidden; removing the Status chip shows every queue, and clearing the filters hides the completed ones again.
| Column | What it shows |
|---|---|
| Name | The queue. Its description shows in Edit |
| Type | The kind of work the queue holds, one of the types under Dated Queues. A queue someone made by hand reads Custom |
| Status | Where the queue stands as a whole |
| Progress | Completed items against the total, such as 40/56. The bar also shows the items in progress and skipped, and hovering it gives the count of Completed, In Progress, Skipped, Queued and Waiting |
| Deadlines | Open items past their filing, appeal or refund deadline, as 2 overdue, and those due within a week, as 5 due in 7 days. Empty when there are neither |
| Assignments | Who the queue is assigned to |
| Created | When the queue opened, as a relative time such as “just now” or “3 hours ago” that updates while the page is open. Past 30 days it reads as a short date such as “Mar 5”. Hover it for the full timestamp |
| Queue status | What it means |
|---|---|
| Unassigned | Nobody owns it yet |
| Assigned | It has an owner, and no item has been started. Removing the last assignee makes it Unassigned again |
| In Progress | Work has begun |
| Completed | Every item is closed |
Dated Queues
Section titled “Dated Queues”ClaimPod opens its own review queues one per kind per practice day, and names each for its kind and day, such as “Import Review · 09/27/2026” or “Claim Review · 09/29/2026”. Every import that day adds its rows to that day’s one Import Review queue. An item still open from an earlier day stays in its own day’s queue rather than moving to today’s, and new work for a finished day’s queue reopens it.
| Type | What it holds |
|---|---|
| Import Review | Import rows that stopped for a person |
| Claim Review | Generated claims held by their findings |
| Remittance Review | Incoming remittances that did not post cleanly |
| Follow-up Claims | Submitted claims past the follow-up threshold that the payer still owes on, and rejected claims |
| Follow-up Visits | Visits past the follow-up threshold with no claim |
| Statement Review | Statements a check has held |
| Secondary Unwinds | Filed secondary claims whose primary payment was taken back |
| Credit Balances | Credits on a claim or the account, to refund or apply within 30 days |
| Coding Review | Imported charges missing a code, or carrying one the code sets don’t list |
| Payment Plans | Payment plans whose patient missed an instalment |
| Underpayments | Posted remittances with a line allowed below its payer contract |
| Overpayments | Posted remittances with a line allowed above its payer contract |
| Escalations | Items billers sent to a lead |
A queue you create yourself has the type Custom and holds whatever is moved into it.
Selecting a row opens the queue in The Queue Processor. Only a User can open one, so for a Manager or Administrator without the User role the rows do not open.
Actions
Section titled “Actions”| Action | What it does | Who has it |
|---|---|---|
| Create | Opens a new queue of your own | Every role that can see the screen |
| Assign | Opens Queue Assignments: Add Assignee picks a user or group, and each change shows as an Adding or Removing chip with Undo until you Save | Manager or Administrator, from the row menu |
| Edit | Opens Edit Work Queue to rename the queue or change its description | User or Administrator, from the row menu |
| Delete | Removes the queue after a confirmation | User or Administrator, from the row menu |
If someone else changed the queue after you opened Edit Work Queue, the save is refused with Reload; see A Save Was Refused.
States
Section titled “States”- Empty - with no queue to show, the list reads No work queues found. A queue with nothing left to open shows All Clear in the processor.
- Blocked - without the work queues module the screen is not in the sidebar at all, and a saved link to it says the module is not part of your plan.
Related: The Queue Processor · Work a Queue Item · Review an Import Row