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The AR Work Queue screen (/pm/work-queue) presents a priority-ranked list of accounts receivable items from pm_rcm_work_queue_items that require staff action.

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Overview

The screen renders a table (desktop) or card list (mobile) of work-queue items, each showing a claim ID prefix, balance amount, aging in days, a visual priority score bar, and queue status. Items are loaded from pm_rcm_work_queue_items ordered by priority_score descending, always scoped to the current organization. A status filter (Open, Claimed, All) is available. Users can click any row or card to select it; the selected item’s score breakdown appears in a detail panel on the right. The queue can be manually refreshed via the Refresh Queue button. The empty state description notes that the queue refreshes nightly at 3 AM.

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Who it’s for

Requires the pm.rcm-queue.view permission. Claiming items also requires pm.rcm-queue.claim. Overriding automation rules requires pm.rcm-rules.override.

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Before you start

Requires the pm.rcm-queue.view permission. Queue items will not load if no organization is currently selected.

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Steps

1

Filter the queue by status

Use the status dropdown to show items in Open (pending), Claimed, or All statuses. The default view shows Open items.
2

Select an item

Click any table row (desktop) or card (mobile) to select an item. The Score Breakdown panel appears on the right (desktop) or below the list, showing the components that make up the item’s priority score.
3

Claim an item

For items with Open status, click Claim (requires pm.rcm-queue.claim). The item is assigned to the current user and its status changes to Claimed.
4

Release a claimed item

For items you have claimed, click the release (unlock) icon button to unassign the item and return it to Open status.
5

Complete a claimed item

For items you have claimed, click the complete (check-circle) icon button to mark the item as Completed.
6

Override automation rules

With a selected item and the pm.rcm-rules.override permission, click Override to open the RcmOverrideDialog for the selected item’s execution ID.
7

Refresh the queue

Click Refresh Queue in the page header to reload the current list of items.

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Key concepts

Items in the queue follow a status progression visible in the filter and status badge: Open (pending) → Claimed (claimed) → Completed (completed). In Progress (in_progress) and Excluded (excluded) statuses are also defined in the type but are not exposed as filter options in the current UI.
When no items match the active filter, the screen shows “No accounts in queue” with a note that the queue refreshes nightly at 3 AM and a Refresh Now action button.
Items claimed by another user display a lock icon next to their status badge. Those items cannot be claimed or acted on by the current user.

Practice Management

Overview of the Practice Management core.

Governance & parity

Documentation coverage and governance.
This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/pm.tsx
  • src/cores/pm/pages/rcm/RcmWorkQueuePage.tsx
  • src/cores/pm/hooks/rcm-automation/useRcmWorkQueue.ts