Claim Queues

Claim queues are tools that manage the follow-up process for claims more effectively. Queues allow you to group claims into buckets that identify what action needs to be taken, like who to follow up with or what is holding up the claim.

User Permissions

Admin-level user profiles can assign and update queues without additional user permissions. Organization Users and Managing Organization Users will require Edit-level permissions under Insurance Claim Access in the user profile. To read more about user types and permissions, click here. 

Create and Manage Claim Queues

Only Managing Organization Admins can create and update queues in the Managing Organization Admin section as well as adjust default queues for claims based on claim behavior. Let's review the processes together!

• 1. Navigate to the Managing Organization Admin and click Configuration.
     
  2. Next, click Claim Queues.
     
  3. Select Create Claim Queue Type.
     
  4. Name the new queue.
      
  5. Next, select the Primary Grouping:
     • Practice
     • Payer
     • Organization
     • Issue
       
  6. Then select the Secondary Grouping:
     • Practice
     • Payer
     • Organization
     • Issue
       
  7. Finally, select Create to complete the process.
      
• 1. Navigate to the Managing Organization Admin and click Configuration.
     
  2. Next, click Claim Queues.
     
  3. Locate the queue name and select Edit.
     
  4. Make the desired changes.
      
  5. Click Save to complete the process.
     
• 1. Navigate to the Managing Organization Admin and click Configuration.
     
  2. Next, click Account Settings.
     
  3. Click Edit.
     
  4. Update the dropdown of the default queue you wish to change
     . 
  5. Click Save to complete the process.