Work Queue Assignment: Configurable Routing
Note: This is only available for User Roles with Work Queue Assignment Settings = Can View and Can Edit.
We've completely redesigned Work Queue Assignment to make configuring claim routing more flexible, scalable, and easier to manage for your organization.
The new experience introduces a visual workflow builder that allows you to define routing logic based on multiple configurable parameters. Organizations can now customize both which routing parameters are available and the order in which they are evaluated, enabling more sophisticated assignment workflows while maintaining a clear, intuitive configuration experience.
For more details, please refer to the following help guide: Manage Work Queue
Patient-Level Actions in Advanced Action
We've expanded Advanced Action to support patient-level operations, allowing users to perform actions across an entire patient's account in Advanced Action. Previously, these capabilities were only available through Advanced Action – Admin.
A new "I want to work on a patient" option is now available directly within Advanced Action, providing quick access to patient-wide actions such as recalculating patient balances across all encounters, changing payment reasons and more.
Bulk Write-off Insurance-based Patient Balances
We've introduced a new patient-level action to help practices resolve outstanding patient balances more efficiently.
From either Advanced Action or Advanced Action – Admin, users can now select "Write-off Insurance-based Patient Balances For This Patient" to review all insurance-based encounters with outstanding patient balances for that patient, select the encounters they wish to write off, and complete the write-off in a single workflow.
