This feature may need to be enabled for your account. The Work Board is turned on per practice. If you don't see Work Board in your left-hand navigation menu — or you see it but rejected, denied, and no-response claims never appear on it automatically — your account may not be set up for it yet. Contact ClaimRev support to request access (see the bottom of this page).

The Work Board is your single place to see and work every claim that needs a human, plus any follow-up tasks you create. Instead of hunting through claim search for problems, the Work Board brings them to you: payer rejections, clearinghouse (front-end) rejections, denials, claims that have gone quiet with no response, and your own to-dos — all in one prioritized, assignable list.

It's built to be a daily worklist: assign items to your team, set priorities and due dates, leave notes, and move work across columns as it progresses.

Items arrive two ways.

Automatically (when enabled for your account):

• Payer rejections — a payer rejected the claim (from a 277 response)
• Front-end rejections — the clearinghouse rejected the claim before it reached the payer (from a 999 response)
• Denials — the payer denied the claim on the remittance (from an 835 / ERA)
• No response — the claim was sent but nothing has come back within the expected window, so it's flagged for follow-up

Manually (any time):

• Add a claim — from a claim in Claim Search, use the Work Item button to add it to the board
• Create a task — add a free-standing to-do that isn't tied to a single claim (for example, “Call BCBS about the prior auth on the Smith account”)

The Work Board has two views you can switch between:

• Board view (Kanban) — cards arranged in columns by status; drag a card to a new column to update it
• Table view — the same items in a sortable list, handy for scanning a lot at once

Every item moves left to right as you work it:

• New — just arrived, not started
• In Progress — someone is actively working it
• Waiting — you're waiting on something (a payer, a provider, more information)
• Resolved — done

Drag a card between columns to change its status, or change it from the item's detail window.

• Swimlanes — group the board by reason or by assignee, so you can see all denials together, or everything assigned to one biller
• Filter bar — narrow the board by reason, assignee, or payer

• The reason (a colored badge — see below)
• Payer and claim dollar amount
• Assignee (who owns it)
• Due date and days aging (how long it's been on the board)
• Priority

Each item is tagged with a reason so you know why it needs attention:

• Payer Rejection — the payer rejected the claim
• Front-End Rejection — the clearinghouse rejected it before the payer saw it
• No Response — sent, but no acknowledgment or payment within the expected window
• Denial — denied on the remittance
• Manual Review — flagged by a person for a closer look
• Task — a free-standing to-do you created

If an item came in with the wrong reason, you can reclassify it (see below).

Click any card (or table row) to open its detail window, where you can:

• Assign it — pick a teammate from the assignee list so it's clear who owns it
• Set priority — flag the urgent ones
• Set or change the due date — this drives reminders (see Notifications below)
• Add notes — every note is timestamped and kept on the item's timeline, so anyone who picks it up can see the history
• Reclassify the reason — change the reason if it was categorized incorrectly
• Send to Workbench — for a denial you intend to appeal, send it to the Denial Workbench, where the appeal tools live (see the Denial Workbench guide)
• Close the work item — when it's fully handled

When an item has a due date, the person it's assigned to gets a reminder — both an in-app notification (the bell) and an email — when it comes due. If an item has no assignee, the reminder goes to your account's users so nothing slips through.

Set due dates on the items that matter so they don't age out unnoticed.

Move an item to Resolved (or use Close work item from the detail window) when it's handled.

• Resolved items stay visible on the board for about 30 days so you can confirm the outcome, then they drop off the active board automatically.
• Closing an item removes it from both the board and the workbench but keeps its full history.

Think of the Work Board as the front door for everything that needs attention, and the Denial Workbench as where you do the appeal work.

• New rejections, denials, no-response claims, and tasks land on the Work Board first.
• When a denial needs a formal appeal, Send to Workbench moves it into the Denial Workbench, where you get appeal letters, timely-filing tracking, and the rest of the appeal tools.
• An item you send to the workbench keeps all of its notes and history.

If you only need to manage denials and appeals, the Denial Workbench guide covers that surface in depth.

The Work Board is enabled per practice. Two things to check:

1. No “Work Board” in your menu? Your sign-in may not include access to it yet. Contact ClaimRev support to request it.
2. You see the board, but rejected, denied, and no-response claims never appear on their own? Automatic detection may not be turned on for your account yet. You can still add claims and create tasks manually, but to have problems surface automatically, contact ClaimRev to enable it.

See also: Denial Workbench · Claim Search

Need help? Contact ClaimRev support at help@claimrev.com or call 918-842-9564.