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Facility A

This screen answersUS-26 US-33 US-35 US-38 OP-1 OP-4 DS-8

Acceptance criteria

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-33 Poll NPHIES State Bug HIGH

As a user polling NPHIES, I want a clean, accurate poll state, so that I don't see a stale success and a failure at the same time.

New poll attempt clears the prior result block before rendering.
"Last polled at" timestamp shown.
Failed + success blocks never render simultaneously.

US-35 Read-Only Module Banners LOW

As a user, I want a clear receive-only banner on read-only modules, so that I understand why there's no Create action.

Advanced Auth + Payment Reconciliation show a receive-only banner explaining no Create path.

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

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-4 Background NPHIES poll P1 OPERATIONAL REVIEW

As the system, I poll NPHIES on a schedule, so answers and payer-issued authorizations are not missed.

Task poll shows the schedule, the last poll and the next one. Poll now stays as a fallback.
Every page shows the last poll in the top bar. A failed poll says so in the top bar.
New answers land in the Inbox. The administrator sets the interval (confirm the allowed rate on the NPHIES IG).

DS-8 Source badge, lookup and health on daily screens P1 ADDED BY SCOPE: DATA SOURCES

As a desk user, I need to find a patient, practitioner, service, payer or diagnosis from the hospital system while I work, and to know when it is not available, so I keep working.

Pickers offer Find in hospital system. Records from a source carry a source badge and a reference id, show source fields read only and offer Refresh from source.
When the source is down a banner says so. Last known data may be shown where allowed. Creating a request for that entity is blocked or allowed with manual entry, as the per entity fallback setting says.
Roles that can read Data sources see a source health indicator in the top bar and on Home.

Wireframe state

DefaultEmptyIdle warningMaintenance soonNPHIES downPoll failedSource down

Planned maintenance. RaneemHCP is down for maintenance on 10 Oct 2026, 22:00 to 23:00. Save your work before then.

What this means

NPHIES is not answering. Your requests are saved and will be sent when NPHIES is back.

See saved requests Save an eligibility check

The last NPHIES poll failed. NPHIES did not answer at 09:30. The next automatic poll runs at 09:45. Poll again now, or ask an administrator.

Ask an administrator to check the poll