Eligibility and authorization queue
A morning queue of eligibility and authorization items, each with an owner and the appointment it protects, so items due within seven days and unowned items are worked first.
- Industry
- Healthcare-Adjacent and Wellness (Admin)
- Team
- Operations
- Use case
- Requests and exceptions
- Tags
- Internal review
- Includes
- 1 database · 1 app
Template preview
Included items
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Intake holds, authorization queue and booking exceptions
Database · Embedded view: Open authorization queue · Requires sign-in
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Dashboards
App · 3 embedded blocks: Chart: Unresolved queue items by type (c-queue-table); Chart: Unresolved items by appointment date (c-queue-donut); KPI: Authorization items resolved (k-queue) · Requires sign-in
Overview
What this template supports
An internal queue sheet for authorization reviewers and the intake lead. It counts resolved and unresolved items, splits them by type and by appointment date with live Dashboards blocks, and sets out the ownership rules and the steps for items due within seven days. It embeds the open authorization queue as a live Kanban board with sample records.
- Stats row of queue, resolved and due soon
- Unresolved items by type table block
- Embedded authorization queue board
- Appointment date donut block
- Ownership rule definition list
- Unowned items danger callout and reviewer rows
How to use this template
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List the unresolved items
Gather every eligibility and authorization item with its type, status, owner, appointment date and age.
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Assign every item an owner
Give each item one named reviewer, starting with items that have waited more than 5 days without one.
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Work the items due within 7 days first
Collect the evidence, record the answer and date on each item, and resolve those tied to the nearest appointments.
Frequently asked questions
Which items come first?
Items tied to an appointment within the next 7 days, whatever their age, then the oldest items.
Does the page decide eligibility?
No. Authorized staff read the plan response and decide each item; the page records the evidence, the decision and the date.
What does Eligibility and authorization queue help me do?
A morning queue of eligibility and authorization items, each with an owner and the appointment it protects, so items due within seven days and unowned items are worked first.
Who reads and maintains this page?
Alderpoint authorization specialists and intake lead; prepared by the intake lead each morning. The director of operations reviews it.
Is this page shared with the client?
No. It is an internal page kept by the regional intake lead. Used inside the firm only, after every item shows an owner, a status and the appointment it protects.
What do visitors see in the public link?
The public link opens the full page without sign-in. The embedded Intake holds, authorization queue and booking exceptions view and the live Dashboards blocks are separate items that need FuseBase sign-in and workspace access, so a visitor without access does not see their live records.