Work queues

The work waiting for your role, with the days it has been waiting. Shared inside your role and facility.

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This screen answersUS-34 US-16 US-26 US-38 OP-1 OP-2 OP-9

Acceptance criteria

US-34 Worklist/Patient History Scope LOW NEW SCREEN

As a user, I want the Worklist and Patient History to cover all transaction types (or the labels corrected), so that "all transactions" is accurate.

Worklist + Patient History extended to Advanced Auth, Payments, Communications, or copy corrected to actual scope.
Dynamic search bar

US-16 Pre-Auth Validity Window MEDIUM

As a provider user, I want the system to enforce the 2-week pre-auth validity window, so that expired authorizations are flagged and can be extended correctly.

2 weeks elapsed without extension must show as Expired.
Extension request results in real-time reset with new service date.
Near-expiry requests to show highlighted as "Expiring Soon."

US-26 Soft Workflow Sequencing LOWEST

As a user, I want optional non-blocking guidance to the next logical module, so that the workflow is clearer without being forced.

After Eligibility → non-blocking suggestion to proceed to Pre-Auth for same patient.
Ignoring it blocks nothing.

US-38 Wizard Navigability LOW

As a user filling long wizards, I want to save a draft and resume, plus jump between completed steps, so that I don't lose work on long forms.

Persistent step indicator with jump-to-completed-step.
Save-as-draft + resume across Eligibility, Pre-Auth, Claims.
No partial submission to NPHIES from a draft.

OP-1 Role work queues P1 OPERATIONAL REVIEW NEW SCREEN

As a desk user, I need named queues for my role with an ageing column, so I see what to do next without searching.

Queues: Ready to bill, Rejected, Expiring soon, Payer questions, Queued, My drafts. Each shows the days since service, submission or rejection.
Home tiles open the queue for the role. Counts match the list.
Queues are shared inside the role and the facility. A queue can be filtered to My work.

OP-2 Case owner, assign and take over P1 OPERATIONAL REVIEW

As a desk user, I need a case to have an owner I can change, so work does not get stuck when someone is absent.

A case shows its owner, or "No owner".
A colleague of the same role and facility can Assign to someone or Take over. Each is logged.
Deactivating a user shows their open drafts and cases and asks who takes them over.

OP-9 Facility scope for multi-facility users P1 OPERATIONAL REVIEW

As a central desk user, I need to see work from several facilities and switch between them, so one desk can serve a group.

Lists show a Facility column and a Facility filter for a user with more than one facility.
The top bar has a facility switcher. A record of a facility outside the scope is refused with a clear reason (US-52b).
A user with one facility sees none of this.

Wireframe state

My draftsReady to billDeniedExpiring soonPayer questionsQueuedEmptyMulti facility

Read only for your role. This queue is handled by: claims officer. You can read it, but Take over and Assign are off.

Approved visits that have no claim yet. Shared inside your role and facility.

Patient	Payer	Prior authorization	Service date	Age since service	Owner
Sara Al Qahtani	Tawuniya	PA-10955	28 Sep 2026	7 days	RAReem Al-Otaibi	Take over
Yousef Al Ghamdi	MedGulf	PA-10961	02 Oct 2026	3 days	RAReem Al-Otaibi	Take over
Khalid Al Mutairi	Tawuniya	PA-10944	01 Oct 2026	4 days	RAReem Al-Otaibi	Take over
Abdullah Al Shehri	Bupa Arabia	PA-10921	10 Sep 2026	25 days	No owner	Assign
Maha Al Dossari	MedGulf	PA-10899	05 Sep 2026	30 days	No owner	Assign

Read only for your role. This queue is handled by: claims officer and A/R. You can read it, but Take over and Assign are off.

Claims a payer denied. Shared inside your role and facility.

Claim	Patient	Payer	Reason	Denied on	Age since denial	Owner
CL-20418	Noura Al Harbi	Bupa Arabia	Member not covered on the service date	05 Oct 2026	Today	RAReem Al-Otaibi	Take over
CL-20371	Hessa Al Anazi	Al Rajhi Takaful	Member not covered on the service date	28 Sep 2026	7 days	FAFaisal Al-Dosari	Take over
CL-20344	Maha Al Dossari	MedGulf	Member not covered on the service date	08 Sep 2026	27 days	FAFaisal Al-Dosari	Take over
CL-20301	Sara Al Qahtani	Tawuniya	Member not covered on the service date	02 Sep 2026	33 days	No owner	Assign

Read only for your role. This queue is handled by: approval officer. You can read it, but Take over and Assign are off.

Authorizations that end within 14 days. Shared inside your role and facility.

Authorization	Patient	Payer	Expires on	Days left	Owner
PA-10950	Khalid Al Mutairi	Tawuniya	08 Oct 2026	3 days	OAOmar Al-Zahrani	Take over
PA-10942	Abdullah Al Shehri	Bupa Arabia	10 Oct 2026	5 days	No owner	Assign
PA-10977	Noura Al Harbi	Bupa Arabia	17 Oct 2026	12 days	OAOmar Al-Zahrani	Take over

Read only for your role. This queue is handled by: approval officer and claims officer. You can read it, but Take over and Assign are off.

Messages that wait for your answer. Shared inside your role and facility.

Message	Question	Linked to	Goes to	Payer	Age	Owner
COM-7840	Please attach the discharge summary for PA-10977	Prior authorization	Approval officer	Bupa Arabia	1 days	OAOmar Al-Zahrani	Take over
COM-7716	Which date of service applies to claim CL-20371?	Claim	Claims officer	Al Rajhi Takaful	2 days	RAReem Al-Otaibi	Take over

Waiting for NPHIES, or saved while NPHIES was down. Shared inside your role and facility.

Item	Patient	Waiting for	Queued at	Next try	Owner
Eligibility check	Khalid Al Mutairi	NPHIES is not answering	05 Oct 2026, 09:40	10:00	LALayla Al-Harbi	Take over
Claim CL-20419	Sara Al Qahtani	NPHIES is not answering	05 Oct 2026, 09:46	10:00	RAReem Al-Otaibi	Take over
Prior authorization	Yousef Al Ghamdi	NPHIES is not answering	05 Oct 2026, 09:52	10:00	OAOmar Al-Zahrani	Take over
Communication COM-7841	Noura Al Harbi	Bupa Arabia	05 Oct 2026, 09:05	10:00	OAOmar Al-Zahrani	Take over
Claim CL-20399	Maha Al Dossari	The next batch	02 Oct 2026, 14:30	16:00	No owner	Assign
Claim CL-20425	Noura Al Harbi	Bupa Arabia	05 Oct 2026, 10:05	10:15	RAReem Al-Otaibi	Take over
Claim CL-20426	Noura Al Harbi	NPHIES is not answering	05 Oct 2026, 10:05	10:15	RAReem Al-Otaibi	Take over
Claim CL-20421	Rakan Al Otaibi	Bupa Arabia, batch BT-2290	05 Oct 2026, 09:12	10:15	RAReem Al-Otaibi	Take over
Claim CL-20422	Dalal Al Harbi	Bupa Arabia, batch BT-2290	05 Oct 2026, 09:12	10:15	RAReem Al-Otaibi	Take over
Claim CL-20424	Lama Al Qahtani	Bupa Arabia, batch BT-2290	05 Oct 2026, 09:12	10:15	RAReem Al-Otaibi	Take over

You have no drafts

Drafts belong to the person who started them. Your role does not start forms, so none will appear here.

Open the worklist

Nothing waiting in Queued

New work lands here as soon as it exists. Open the worklist to see every request.

Open the worklist

Read only for your role. This queue is handled by: claims officer. You can read it, but Take over and Assign are off.

Approved visits that have no claim yet. Shared inside your role and facility.

Patient	Payer	Prior authorization	Service date	Age since service	Owner	Facility
Sara Al Qahtani	Tawuniya	PA-10955	28 Sep 2026	7 days	RAReem Al-Otaibi	Facility A	Take over
Yousef Al Ghamdi	MedGulf	PA-10961	02 Oct 2026	3 days	RAReem Al-Otaibi	Facility A	Take over
Khalid Al Mutairi	Tawuniya	PA-10944	01 Oct 2026	4 days	RAReem Al-Otaibi	Facility A	Take over
Fahad Al Utaibi	MedGulf	PA-11190	29 Sep 2026	6 days	RAReem Al-Otaibi	Facility B	Take over
Lama Al Ghamdi	Tawuniya	PA-11204	03 Oct 2026	2 days	No owner	Facility C	Assign
Abdullah Al Shehri	Bupa Arabia	PA-10921	10 Sep 2026	25 days	No owner	Facility A	Assign
Maha Al Dossari	MedGulf	PA-10899	05 Sep 2026	30 days	No owner	Facility A	Assign