Enhancing On-Hold Bucket with Sorting, Search, and Status Summary Count

What’s New

• Sorting is enabled on all applicable column headers (indicated by the hand icon).

• CMDID (Claim Identifier) is added as a searchable option in the Search By dropdown.

• Status dropdown now displays real-time claim counts for each status.

• Status labels function as clickable filters.

• Enhancements apply without altering existing workflows or permissions

How It Works 

• When a user opens the On-Hold bucket, column headers displaying the hand icon support sorting.

• Clicking a column header sorts the data alphabetically or numerically.

• Sorting remains active during the session and resets only when the page is refreshed or a new sort action is applied.

• Users can select CMDID from the Search By dropdown to locate a specific claim.

• The system validates CMDID input before executing the search.

• Invalid or empty CMDID entries return a clear user message.

• The status dropdown displays real-time claim counts for each On-Hold status.

• Clicking a status label applies a one-click filter that overrides existing filters unless filters are mutually inclusive.

• Status counts update dynamically based on the current On-Hold data.

Functional Rules & Safeguards

• All enhancements respect existing role-based access control.

• Users only see data and actions they are authorized to access.

• Real-time status counts reflect current On-Hold data.

• Sorting and filtering behavior remains predictable and consistent.

Benefits

• Reduces manual filtering and repetitive status selection.

• Improves prioritization of claims through sortable columns.

• Speeds up claim lookup using CMDID search.

• Provides immediate visibility into claim volume by status.

• Enhances RCM productivity by accelerating follow-up and resolution workflows.

• Maintains security and compliance through enforced role-based access controls.