Operations Worklist

Every request for your facility: eligibility, prior authorization, advanced authorization, claims, communications and payments

Open my queues

This screen answersUS-34 OP-1 OP-6 OP-9

Acceptance criteria

US-34 Worklist/Patient History Scope LOW

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

OP-1 Role work queues P1 OPERATIONAL REVIEW

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-6 CSV export and print P1 OPERATIONAL REVIEW

As a desk user, I need to export a list to CSV and print a result, so I can hand it to finance or file it with the patient.

Every list has Export with CSV. The export says how many rows it holds and is logged.
Eligibility, authorization and claim results have Print or save as PDF.
A role that cannot read a list cannot export it.

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

DefaultEmptySearchingLoadingMulti facilityExported

Module	Patient	Reference	Payer	Result	Owner	Updated
Claim	Noura Al Harbi	CL-20418	Bupa Arabia	Denied	RAReem Al-Otaibi	05 Oct 2026, 09:31	Timeline
Prior authorization	Noura Al Harbi	PA-10977	Bupa Arabia	Expiring soon	OAOmar Al-Zahrani	05 Oct 2026, 09:00	Timeline
Eligibility	Noura Al Harbi	EL-30551	Bupa Arabia	Pending	LALayla Al-Harbi	05 Oct 2026, 09:12	Timeline
Advanced authorization	Noura Al Harbi	APA-0412	Bupa Arabia	Received	OAOmar Al-Zahrani	05 Oct 2026, 08:40	Timeline
Communication	Noura Al Harbi	COM-7841	Bupa Arabia	Queued	OAOmar Al-Zahrani	05 Oct 2026, 09:05	Timeline
Claim	Sara Al Qahtani	CL-20407	Tawuniya	Approved	RAReem Al-Otaibi	04 Oct 2026, 15:20	Timeline
Prior authorization	Yousef Al Ghamdi	PA-10961	MedGulf	Approved	OAOmar Al-Zahrani	04 Oct 2026, 11:05	Timeline
Eligibility	Abdullah Al Shehri	EL-30544	Bupa Arabia	Active	LALayla Al-Harbi	03 Oct 2026, 10:40	Timeline
Communication	Hessa Al Anazi	COM-7716	Al Rajhi Takaful	Received	RAReem Al-Otaibi	03 Oct 2026, 09:15	Timeline
Payment notice	Not linked to a patient	PN-5521	Bupa Arabia	Reconciled	NANoura Al-Shehri (you)	03 Oct 2026, 11:05	Timeline
Claim	Maha Al Dossari	CL-20399	MedGulf	Queued	No owner	02 Oct 2026, 14:30	Timeline
Claim	Hidden: other facility	CL-30091	Not shown	No access	Not shown	-

No records found

Try different filters, or check the spelling of the name or ID.

Reset filters

5 results. Showing items for "Noura".

Module	Patient	Reference	Payer	Result	Owner	Updated
Claim	Noura Al Harbi	CL-20418	Bupa Arabia	Denied	RAReem Al-Otaibi	05 Oct 2026, 09:31	Timeline
Prior authorization	Noura Al Harbi	PA-10977	Bupa Arabia	Expiring soon	OAOmar Al-Zahrani	05 Oct 2026, 09:00	Timeline
Eligibility	Noura Al Harbi	EL-30551	Bupa Arabia	Pending	LALayla Al-Harbi	05 Oct 2026, 09:12	Timeline
Advanced authorization	Noura Al Harbi	APA-0412	Bupa Arabia	Received	OAOmar Al-Zahrani	05 Oct 2026, 08:40	Timeline
Communication	Noura Al Harbi	COM-7841	Bupa Arabia	Queued	OAOmar Al-Zahrani	05 Oct 2026, 09:05	Timeline

Preview of the multi-facility view. You work in one facility, so you do not see the Facility column and filter in daily work. This preview shows what a central desk, the group administrator and the auditor see.

Module	Patient	Reference	Payer	Result	Owner	Updated	Facility
Claim	Noura Al Harbi	CL-20418	Bupa Arabia	Denied	RAReem Al-Otaibi	05 Oct 2026, 09:31	Facility A	Timeline
Prior authorization	Noura Al Harbi	PA-10977	Bupa Arabia	Expiring soon	OAOmar Al-Zahrani	05 Oct 2026, 09:00	Facility A	Timeline
Eligibility	Noura Al Harbi	EL-30551	Bupa Arabia	Pending	LALayla Al-Harbi	05 Oct 2026, 09:12	Facility A	Timeline
Advanced authorization	Noura Al Harbi	APA-0412	Bupa Arabia	Received	OAOmar Al-Zahrani	05 Oct 2026, 08:40	Facility A	Timeline
Communication	Noura Al Harbi	COM-7841	Bupa Arabia	Queued	OAOmar Al-Zahrani	05 Oct 2026, 09:05	Facility A	Timeline
Claim	Sara Al Qahtani	CL-20407	Tawuniya	Approved	RAReem Al-Otaibi	04 Oct 2026, 15:20	Facility A	Timeline
Claim	Fahad Al Utaibi	CL-30091	MedGulf	Approved	RAReem Al-Otaibi	04 Oct 2026, 12:10	Facility B	Timeline
Prior authorization	Yousef Al Ghamdi	PA-10961	MedGulf	Approved	OAOmar Al-Zahrani	04 Oct 2026, 11:05	Facility A	Timeline
Eligibility	Abdullah Al Shehri	EL-30544	Bupa Arabia	Active	LALayla Al-Harbi	03 Oct 2026, 10:40	Facility A	Timeline
Prior authorization	Lama Al Ghamdi	PA-11204	Tawuniya	Pending	OAOmar Al-Zahrani	05 Oct 2026, 08:15	Facility C	Timeline

CSV downloaded. worklist-2026-10-05.csv is ready: 148 rows, with the filters you set. The export is logged in the audit log.

Module	Patient	Reference	Payer	Result	Owner	Updated
Claim	Noura Al Harbi	CL-20418	Bupa Arabia	Denied	RAReem Al-Otaibi	05 Oct 2026, 09:31	Timeline
Prior authorization	Noura Al Harbi	PA-10977	Bupa Arabia	Expiring soon	OAOmar Al-Zahrani	05 Oct 2026, 09:00	Timeline
Eligibility	Noura Al Harbi	EL-30551	Bupa Arabia	Pending	LALayla Al-Harbi	05 Oct 2026, 09:12	Timeline
Advanced authorization	Noura Al Harbi	APA-0412	Bupa Arabia	Received	OAOmar Al-Zahrani	05 Oct 2026, 08:40	Timeline
Communication	Noura Al Harbi	COM-7841	Bupa Arabia	Queued	OAOmar Al-Zahrani	05 Oct 2026, 09:05	Timeline
Claim	Sara Al Qahtani	CL-20407	Tawuniya	Approved	RAReem Al-Otaibi	04 Oct 2026, 15:20	Timeline
Prior authorization	Yousef Al Ghamdi	PA-10961	MedGulf	Approved	OAOmar Al-Zahrani	04 Oct 2026, 11:05	Timeline
Eligibility	Abdullah Al Shehri	EL-30544	Bupa Arabia	Active	LALayla Al-Harbi	03 Oct 2026, 10:40	Timeline
Communication	Hessa Al Anazi	COM-7716	Al Rajhi Takaful	Received	RAReem Al-Otaibi	03 Oct 2026, 09:15	Timeline
Payment notice	Not linked to a patient	PN-5521	Bupa Arabia	Reconciled	NANoura Al-Shehri (you)	03 Oct 2026, 11:05	Timeline
Claim	Maha Al Dossari	CL-20399	MedGulf	Queued	No owner	02 Oct 2026, 14:30	Timeline
Claim	Hidden: other facility	CL-30091	Not shown	No access	Not shown	-