Manager dashboards and monitoring · VERSION 8d99bb8a

Filter and page through the claim workbench

Inspect the separate claim worklist using its real status filter, three-page example and refresh control. Keep record status, processing, adjudication and ledger evidence distinct.

Facility Admin

Recorded product version 8d99bb8a

These lessons apply to their recorded version and observed role. Check local permissions and configuration. A qualified lesson does not establish complete product or facility coverage.

Version, screenshot scope and limits

Full product version: 8d99bb8a4712f6aa8446bcd3b40bf62dae280d39

Exact 8d99bb8a, 3383 verified source blobs, 27 genuine 1728×921 original desktop frames. Existing ordinary Nurse saves one synthetic 76 response/observation, corrects that source, checks current/history cache refresh; ordinary Doctor signs in and reads the same records. Original clinical records preserved; legacy Final+sourceError and horizontal Status/Notes readability remain explicit. Exact committed 8d99 source, one assigned fictional Clinic, existing non-superuser Staff with independently verified booking permission, existing fictional patient and Doctor. One distinct new appointment on existing private 26 October 09:15–09:30 availability was saved Booked, correction Cancel was verified unchanged, then explicit Confirm saved entered_in_error and actual allocation 1→0. All prior 7 appointments, 3 schedules and 2 exceptions were preserved. No real attendance/care, new grants, public directory, charge, token, encounter or external notification claim. Five bounded manager lessons, 37 genuine 1728 × 921 frames, existing non-superuser Facility Admin in one fictional Polyclinic. Dashboard summaries/Refresh, claim status and pagination, queue reports, bed filters/layout and emergency board. All 312 tables compared; only normal authentication timestamps changed. Dedicated Executive, setup, mutation, real payer, bank-cash and production qualification remain separate. Private publication eligibility is not deployment. Root independently reviewed every included original frame, instructional block, source binding and saved-state evidence. These bounded lessons do not complete all49 role/facility curricula or establish enterprise external qualification. Exact8d99 training source is separate from production deployment status. Exact committed 8d99bb8a,3383 verified source blobs,23 genuine1728×921 desktop frames. Existing ordinary Nurse completes one explicitly fictional zero-coded Respiratory Status response, encounters real entered-then-cleared Decimal refusal, recovers, saves exactly one response and corrects that source; ordinary Nurse/Doctor independent reads verify original records preserved. No invented clinical codes, unit config, grants or external activity. Exact committed 8d99 source in the isolated synthetic clone. Separate preexisting superuser fixture setup creates one nondefault Practitioner category; existing ordinary Staff then saves one distinct fictional appointment, cancels a token draft first, creates one KBT token, reads its generated queue and saves a local PDF. All earlier 8 appointments, 3 schedules and 2 exceptions remain unchanged in the explicitly scoped Clinic dataset. No new grants, public activation, real care, attendance, payment or external delivery claim. Other roles/facilities and later token lifecycle remain separate work. Root reviewed every added original frame, full instructional node, source binding and saved result. Existing nine8d99 lessons,78frames and101reviews retain exact records and assets. These bounded additions do not complete49 learner curricula or establish real external clinical, payer, tax or banking qualification.

Claim workbench with All statuses. Genuine MANSOQ screen with fictional local training records. — **Recorded release 8d99bb8a · 2026-10-19T03:52:25.510772+00:00 · 1728 × 921**
Claim workbench with All statuses
Capture details
Exact committed release 8d99, isolated synthetic Polyclinic. Existing non-superuser Facility Admin; no new permissions. Source and139 frontend assets independently verified. Read-only manager teaching, not production deployment, bank reconciliation, payer acceptance or clinical/tax approval.
Image SHA-256 `fc1d03020df53c4db00500f227781e3a946d93af0cff90b4701f3fdc96d1d51f`
**Status filter**: Choose one of the actual status options; All statuses restores the complete list.
**Processing and adjudication**: Keep processing outcome separate from adjudication decision.
**Routing**: Read the independent routing explanation.
**Unstated ledger warning**: Default ledger columns do not establish value-state.
**Refresh list**: Refresh reloads the current claim list.

12 of 12 content blocks have reviewed image alignment. Missing overview or prerequisite images remain open.

Before you begin

Use the intended facility and an existing authorized Facility Admin account. Open Claims from the Revenue Cycle menu; this list is separate from the dashboard episode worklist.
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Recorded release 8d99bb8a · 2026-10-19T03:52:06.908335+00:00 · 1728 × 921
Open Dashboard from the actual Revenue Cycle menu
Capture details
Exact committed release 8d99, isolated synthetic Polyclinic. Existing non-superuser Facility Admin; no new permissions. Source and139 frontend assets independently verified. Read-only manager teaching, not production deployment, bank reconciliation, payer acceptance or clinical/tax approval.
Image SHA-256 2d1d5cd0c0c4267cd28b6ec03b04d7c911a9d1f0614ef17ba15122e3ce1df315
1. Revenue Cycle menu: Expand this existing facility menu.
2. Dashboard link: Open the aggregate revenue dashboard.
3. Existing manager account: The demonstrated role is Facility Admin.
12345
Recorded release 8d99bb8a · 2026-10-19T03:52:25.510772+00:00 · 1728 × 921
Claim workbench with All statuses
Capture details
Exact committed release 8d99, isolated synthetic Polyclinic. Existing non-superuser Facility Admin; no new permissions. Source and139 frontend assets independently verified. Read-only manager teaching, not production deployment, bank reconciliation, payer acceptance or clinical/tax approval.
Image SHA-256 fc1d03020df53c4db00500f227781e3a946d93af0cff90b4701f3fdc96d1d51f
1. Status filter: Choose one of the actual status options; All statuses restores the complete list.
2. Processing and adjudication: Keep processing outcome separate from adjudication decision.
3. Routing: Read the independent routing explanation.
4. Unstated ledger warning: Default ledger columns do not establish value-state.
5. Refresh list: Refresh reloads the current claim list.

1. Open the claim workbench

Choose Claims in the expanded Revenue Cycle menu. Confirm the page title Revenue Cycle · Claims and the selected All statuses option. Claim, encounter and local invoice are separate columns and separate records.

Open Dashboard from the actual Revenue Cycle menu. Genuine MANSOQ screen with fictional local training records. — **Recorded release 8d99bb8a · 2026-10-19T03:52:06.908335+00:00 · 1728 × 921**
Open Dashboard from the actual Revenue Cycle menu
Capture details
Exact committed release 8d99, isolated synthetic Polyclinic. Existing non-superuser Facility Admin; no new permissions. Source and139 frontend assets independently verified. Read-only manager teaching, not production deployment, bank reconciliation, payer acceptance or clinical/tax approval.
Image SHA-256 `2d1d5cd0c0c4267cd28b6ec03b04d7c911a9d1f0614ef17ba15122e3ce1df315`
**Revenue Cycle menu**: Expand this existing facility menu.
**Dashboard link**: Open the aggregate revenue dashboard.
**Existing manager account**: The demonstrated role is Facility Admin.

2. Read processing and adjudication separately

Read the Processing / Adjudication column and the independent Routing explanation. A successfully processed transaction can carry an unfavorable adjudication decision. Do not interpret a claim status or a local test label as an actual payer transmission. The illustrated records are retained fictional scenarios.

3. Read the legacy ledger warning

The right-hand ledger panel explicitly labels its columns Unstated ledger columns. Database defaults, including zero, do not provide an established amount value-state. Consult the detailed stated evidence in its separate authorized workflow instead of assuming these figures are a finalized financial position.

4. Use the actual page controls

Scroll to the bottom of the loaded page. The list requests 20 claims per page. Choose page 2 to load the next 20 rows; the recorded second page begins with CLM-PCL-E21. Choose page 3 to see the final single row. The active page number and disabled end controls identify the final page. This example has 41 records in total.

Claim pagination at the end of page one. Genuine MANSOQ screen with fictional local training records. — **Recorded release 8d99bb8a · 2026-10-19T03:52:34.646551+00:00 · 1728 × 921**
Claim pagination at the end of page one
Capture details
Exact committed release 8d99, isolated synthetic Polyclinic. Existing non-superuser Facility Admin; no new permissions. Source and139 frontend assets independently verified. Read-only manager teaching, not production deployment, bank reconciliation, payer acceptance or clinical/tax approval.
Image SHA-256 `6732e5176ee81150fc059da5501bdb6e575fefc78f6b3de4a4d295ba39872c00`
**Page 2**: Select page 2 to load the next 20claims.
**Page 3**: Select page 3 for the final claim in this 41-claim example.

Loaded second claim page. Genuine MANSOQ screen with fictional local training records. — **Recorded release 8d99bb8a · 2026-10-19T03:52:38.469816+00:00 · 1728 × 921**
Loaded second claim page
Capture details
Exact committed release 8d99, isolated synthetic Polyclinic. Existing non-superuser Facility Admin; no new permissions. Source and139 frontend assets independently verified. Read-only manager teaching, not production deployment, bank reconciliation, payer acceptance or clinical/tax approval.
Image SHA-256 `0c35bf72d0dd26c12146fbae4603a53534c8894a2f6e5a38e5c2f1d40de7edbd`
**Second-page claim**: This loaded page begins with the retained CLM-PCL-E21 row; its normal API page contains 20 records.

Loaded final claim page. Genuine MANSOQ screen with fictional local training records. — **Recorded release 8d99bb8a · 2026-10-19T03:52:38.825360+00:00 · 1728 × 921**
Loaded final claim page
Capture details
Exact committed release 8d99, isolated synthetic Polyclinic. Existing non-superuser Facility Admin; no new permissions. Source and139 frontend assets independently verified. Read-only manager teaching, not production deployment, bank reconciliation, payer acceptance or clinical/tax approval.
Image SHA-256 `0604b704d4f6fc0765b9f557c6f4ed737ce72dda7d744d1eeba2b849377ed91f`
**Final-page claim**: The final page contains one claim.
**Selected page 3**: The green page 3 control marks the final page.
**Return to page 1**: Return using the page controls when needed.

5. Filter to Draft and Ready

Use Filter claims by status and choose Draft. The actual example shows No claim matches this view. Ready produces the same empty state. A filter change resets the page to 1. These are loaded empty results, not evidence that the full facility has no claims or that unresolved held statuses are absent.

Draft filter has no matching claims. Genuine MANSOQ screen with fictional local training records. — **Recorded release 8d99bb8a · 2026-10-19T03:52:48.523945+00:00 · 1728 × 921**
Draft filter has no matching claims
Capture details
Exact committed release 8d99, isolated synthetic Polyclinic. Existing non-superuser Facility Admin; no new permissions. Source and139 frontend assets independently verified. Read-only manager teaching, not production deployment, bank reconciliation, payer acceptance or clinical/tax approval.
Image SHA-256 `c71fd3753dfe57ebf5afa3d500cfe5ff1c788a5a0e9a556d35d104fa79526e30`
**Draft selected**: Read the currently selected status before interpreting the results.
**Empty filtered view**: No matching rows is not evidence that every claim has been resolved.

Ready filter has no matching claims. Genuine MANSOQ screen with fictional local training records. — **Recorded release 8d99bb8a · 2026-10-19T03:52:48.720650+00:00 · 1728 × 921**
Ready filter has no matching claims
Capture details
Exact committed release 8d99, isolated synthetic Polyclinic. Existing non-superuser Facility Admin; no new permissions. Source and139 frontend assets independently verified. Read-only manager teaching, not production deployment, bank reconciliation, payer acceptance or clinical/tax approval.
Image SHA-256 `a9dd076f88007b08fd03309848e72b6974eb07d7a41c4ab51c16c088cd744c8e`
**Ready selected**: Read the currently selected status before interpreting the results.
**Empty filtered view**: No matching rows is not evidence that every claim has been resolved.

6. Filter to Submitted

Choose Submitted. This example has one matching claim whose processing is submitted and adjudication is pending. A stored Submitted record is not independent proof of payer receipt or acceptance.

Claims filtered to Submitted. Genuine MANSOQ screen with fictional local training records. — **Recorded release 8d99bb8a · 2026-10-19T03:52:48.929209+00:00 · 1728 × 921**
Claims filtered to Submitted
Capture details
Exact committed release 8d99, isolated synthetic Polyclinic. Existing non-superuser Facility Admin; no new permissions. Source and139 frontend assets independently verified. Read-only manager teaching, not production deployment, bank reconciliation, payer acceptance or clinical/tax approval.
Image SHA-256 `35ae4ff852986dd28037d82b715fe50e23b847482e288d792e96e84339623905`
**Submitted selected**: This status filter applies to the claim record status.
**Processing and adjudication**: These axes remain distinct from the selected record-status filter.
**Routing remains separate**: Read the route and its rationale instead of inferring it from the status name.

7. Filter to Adjudicated

Choose Adjudicated. The first page shows retained adjudicated records. The supporting normal API read found 35 matching claims; this frame shows the beginning of page 1. Read each row’s adjudication and routing separately. The filtered second page is a separate uncaptured branch.

Claims filtered to Adjudicated. Genuine MANSOQ screen with fictional local training records. — **Recorded release 8d99bb8a · 2026-10-19T03:52:56.472028+00:00 · 1728 × 921**
Claims filtered to Adjudicated
Capture details
Exact committed release 8d99, isolated synthetic Polyclinic. Existing non-superuser Facility Admin; no new permissions. Source and139 frontend assets independently verified. Read-only manager teaching, not production deployment, bank reconciliation, payer acceptance or clinical/tax approval.
Image SHA-256 `a7906d4e3d34ba328ce075489756469df4c93a6ea5d066233fbc23140026fa36`
**Adjudicated selected**: This status filter applies to the claim record status.
**Processing and adjudication**: These axes remain distinct from the selected record-status filter.
**Routing remains separate**: Read the route and its rationale instead of inferring it from the status name.

8. Filter to Rejected

Choose Rejected. Two retained records match in this example. Their routing remains unresolved because the processing outcome is not established; do not turn this record-status filter into a conclusion about a transaction error or an appeal route.

Claims filtered to Rejected. Genuine MANSOQ screen with fictional local training records. — **Recorded release 8d99bb8a · 2026-10-19T03:52:56.667748+00:00 · 1728 × 921**
Claims filtered to Rejected
Capture details
Exact committed release 8d99, isolated synthetic Polyclinic. Existing non-superuser Facility Admin; no new permissions. Source and139 frontend assets independently verified. Read-only manager teaching, not production deployment, bank reconciliation, payer acceptance or clinical/tax approval.
Image SHA-256 `cb0aa51675352fd555cd34fa24549aa08958725a4899f1776734b950f38d8d5d`
**Rejected selected**: This status filter applies to the claim record status.
**Processing and adjudication**: These axes remain distinct from the selected record-status filter.
**Routing remains separate**: Read the route and its rationale instead of inferring it from the status name.

9. Restore the full list and refresh

Choose All statuses, then select Refresh. Wait for the loaded rows and confirm the reset filter. Returning to All statuses includes record states that are not offered as individual filter options, including the held draft-tax states present in this retained dataset. No claim is created, submitted or changed by this sequence.

All statuses restored and refreshed. Genuine MANSOQ screen with fictional local training records. — **Recorded release 8d99bb8a · 2026-10-19T03:52:57.096658+00:00 · 1728 × 921**
All statuses restored and refreshed
Capture details
Exact committed release 8d99, isolated synthetic Polyclinic. Existing non-superuser Facility Admin; no new permissions. Source and139 frontend assets independently verified. Read-only manager teaching, not production deployment, bank reconciliation, payer acceptance or clinical/tax approval.
Image SHA-256 `95c82aef6ec4dad6d85080661e423ebbb1c77dab0354d8a73c031cf0bc56b771`
**Status filter**: Choose one of the actual status options; All statuses restores the complete list.
**Processing and adjudication**: Keep processing outcome separate from adjudication decision.
**Routing**: Read the independent routing explanation.
**Unstated ledger warning**: Default ledger columns do not establish value-state.
**Refresh list**: Refresh reloads the current claim list.

No date or export controls are shown here

The installed workbench has a status selector, Refresh and pagination. It does not provide a date-range or export control in this version. Encounter and local invoice links have separate context; this read-only walkthrough does not follow them or perform response-classification actions.

Source evidence

Every citation uses this exact committed version. The private source repository requires access.

repositories/platform/mansoq-web/src/pages/Facility/revenueCycle/ClaimWorkbenchPage.tsx:101 · 8d99bb8a4712f6aa8446bcd3b40bf62dae280d39
Source file checksum
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repositories/platform/mansoq-web/src/pages/Facility/revenueCycle/operations/rcmOperationsApi.ts:1 · 8d99bb8a4712f6aa8446bcd3b40bf62dae280d39
Source file checksum
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repositories/platform/mansoq-core/mansoq/emr/api/viewsets/rcm/claims.py:65 · 8d99bb8a4712f6aa8446bcd3b40bf62dae280d39
Source file checksum
aa6e238eaf25189fb9e86902712923b25997bbce371a6caee3c6f8d3e8ebfeaa
repositories/platform/mansoq-core/mansoq/emr/api/viewsets/rcm/claims_serializers.py:507 · 8d99bb8a4712f6aa8446bcd3b40bf62dae280d39
Source file checksum
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