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Work Queues for Medical Practices: Make Sure Nothing Waits Unseen

Medical practice workflow management starts with work queues: which queues a practice needs, how to design each one, and a daily routine that keeps them clear.

Guide·6 min read·

Sticky notes in columns

The short answer

  1. 01Work queues give every kind of waiting work one shared list with a visible count
  2. 02Work that waits where nobody looks is the most common workflow failure
  3. 03A short daily routine keeps every queue honest

Medical practice workflow management fails in one predictable way: work waits where nobody is looking. A rejected claim sits in a portal, a delivered device is never set up, a patient's callback lives on a sticky note. Work queues fix this by giving every kind of waiting work one shared list, with a count everyone can see. This guide covers what a queue is, which ones a practice needs, how to design them, and the daily routine that keeps them honest.

What is a work queue?

A work queue is a shared list of items of one kind that each need a person to act. It has three properties that a to-do list or an inbox does not:

  • One kind of work. Every row in it needs the same sort of action, so the person working it builds a rhythm.
  • Shared, not personal. Everyone with the right access sees the same list, so work does not stall when one person is away.
  • A clear way in and out. Something specific puts an item on the list, and something specific takes it off.

A queue is also different from a notification. A notification tells someone that something happened; it can be read and forgotten. A queue item stays until the work is done.

Why work waits unseen in a practice

Work goes missing when it lives in places that only one person checks:

  • A staff member's email, where a payer's request for records sits under everything that arrived since.
  • A payer or vendor portal that someone logs into "when they get a chance".
  • A spreadsheet that was accurate on the day it was made.
  • A carrier's tracking page, checked only when a patient calls to ask where their device is.
  • Someone's memory, which leaves when they do.

None of these show you how much is waiting. A queue does, because the count is on the list itself.

Which work queues does a medical practice need?

Start from the moments where work stops and waits for a person. These are the common ones, and a practice will have its own variations:

QueueWhat lands in itWho usually works it
Intake and referralsNew patients or cases waiting for review or approvalFront desk or intake staff
Eligibility problemsCoverage checks that came back inactive, unclear or failedFront desk or billing
Claim problemsClaims that were rejected, denied or could not be sentBilling
Pre-shipment callsPatients to call to confirm an address before a device shipsPatient support staff
Orders to placeApproved patients waiting for a device orderPatient support staff
Shipment problemsParcels the carrier could not deliver, or addresses it refusedPatient support or shipping
ActivationDevices delivered but not set up or sending readings yetPatient support staff
Readings to reviewHome readings outside a patient's limitsClinical staff
Program exitsPatients leaving a program, with devices and letters to handlePatient support staff
CallbacksPatients who asked to be called backWhoever answers the phone

For the billing queues, our insurance eligibility verification checklist and guide to common claim denial reasons cover what to do with each item once it is in front of you. For readings, see our remote patient monitoring alert triage workflow; the provider sets each patient's limits, and the queue only makes sure nothing outside them goes unseen.

How to design a queue that works

Write the entry and exit rules

For each queue, write one sentence for what puts an item on it and one for what takes it off. "A claim lands here when the payer rejects it. It leaves when it is resubmitted and accepted." If you cannot write those two sentences, the queue will fill with things nobody knows how to close.

Let the system fill it

A queue that depends on staff typing items into it will always be incomplete. The best queues fill themselves from events: a rejection coming back, an eligibility check failing, a carrier reporting a problem, a delivered device not sending readings.

Show the count before anyone opens it

The number of items waiting is the first figure to look at each morning. Put it where people see it without clicking, and make problem queues stand out from ordinary work, because a failed claim and a routine call are not the same kind of waiting.

Use a small set of statuses

Open, triaged, on hold and resolved is enough for most queues. Triaged tells teammates someone has looked; on hold says the item is waiting on something outside the practice, and should carry a reason. More statuses than that tend to become places to hide work.

Keep resolved items on the record

When an item is resolved, mark it resolved and keep it, with the date and who resolved it. Deleting finished items makes the queue look tidy and destroys the answer to "did we ever deal with this?" A resolved list beside the open one also shows the team what was done this week.

Give every queue an owner

Shared does not mean ownerless. One person, or one role, is responsible for the queue reaching a known state each day, even if several people work it.

A daily routine for working queues

  1. Start with the counts. Look at every queue's count before opening any of them, and decide where the day's time goes.
  2. Work problem queues first. Failed claims, eligibility problems and undelivered parcels get worse with age; routine calls usually do not.
  3. Work oldest first within a queue, unless an item is marked urgent.
  4. Triage what you cannot finish. Look at each new item, mark it triaged, and come back. A queue where every item has been seen is safer than one where half have.
  5. Hold with a reason. If you are waiting on a payer, a patient or a partner, put it on hold and say why.
  6. Check recent attempts before calling. If a queue shows the last call result and date, read them before dialing so a patient is not called twice in an hour.
  7. End the day with every queue at zero or explained. Not every queue will be empty, but every remaining item should be one someone knows about.

Common mistakes with work queues

  • Too many queues. A queue for every edge case means nobody checks them all. Merge until each queue is a real, distinct kind of work.
  • Closing without fixing. Marking an item resolved to bring the count down hides the problem until the payer, the patient or the auditor finds it.
  • Personal lists instead of shared ones. A queue that only one person can see is an inbox with a new name.
  • No measure of age. A count of ten tells you little if one item has been waiting for a month. Watch the age of the oldest item too; our list of medical practice KPIs includes queue measures worth a weekly look.

Frequently asked questions

What is the difference between a work queue and a task list?

A task list is usually personal and typed up by hand. A work queue is shared, holds one kind of work, and fills itself from events in your systems. Anyone with access sees the same list and the same count, so work does not stall when one person is out.

How many work queues should a practice have?

As many as there are distinct kinds of waiting work, and no more. A queue earns its place when it has a clear entry rule, a clear exit rule and an owner. If two queues are worked by the same people in the same way, merge them.

Should resolved queue items be deleted?

No. Keep them, marked resolved, with the date and who resolved them. They are the record that the work was done, and they answer questions from patients, payers and auditors long after the fact.

Who should own a work queue?

One person or one role, even when several people work it. The owner makes sure the queue ends each day at zero or with every remaining item explained, and raises it when the count keeps growing.

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