Org Dashboard Operations

Use org dashboards to run daily claim operations with an RPA-first, evidence-backed review loop.

Route map

• Overview: /app/org-dashboard/{orgKey}
• ROI: /app/org-dashboard/{orgKey}/roi
• Queue analytics: /app/org-dashboard/{orgKey}/analytics
• Claim review queue: /app/org-dashboard/{orgKey}/flagged
• Claim history search: /app/org-dashboard/{orgKey}/patients
• Batch drill-down: /app/org-dashboard/{orgKey}/batches/{id}
• Workflow issue list: /app/org-dashboard/{orgKey}/feedback
• Digital workers: /app/org-dashboard/{orgKey}/workers
• Worker detail: /app/org-dashboard/{orgKey}/workers/{workerKey}

Work the overview page

1. Check Automation status to confirm processed count, auto-submitted count, and claims sent to employee review.
2. Use Top issues and next steps to focus on the highest-impact blockers first.
3. Compare Yesterday versus today before escalating to engineering.

Work the ROI page

1. Open /app/org-dashboard/{orgKey}/roi.
2. Validate four executive metrics together: total claims processed, time saved, automation value, and net cost savings.
3. Treat total claims processed as completed-claim throughput across all Dentrix batches for the org.
4. Investigate negative or flat net savings before scaling volume.

Work flagged claims

1. Open /app/org-dashboard/{orgKey}/flagged.
2. Work the queue as open review only: flagged claims that are still pending review update.
3. Use Mark complete when the claim can close.
4. Use Mark reviewed after correcting source data and validating the update.
5. Use Report feedback when workflow behavior or evidence is incorrect.
6. Wait for inline Saving... state to clear before triggering another queue action on the same claim.
7. Set queue filters from URL-backed controls:
   • reason query param for issue category filter
   • sort query param (newest default, oldest optional)
8. Share or bookmark the filtered queue URL when handing work between operators.
9. Expand each row and validate these structured fields:
   • Issue
   • Expected
   • Found
   • Codes
   • Action
10. Keep reason and sort URL filters in place while posting queue actions; claim actions submit inline and return to the same filtered view.

Validate queue health with analytics

Open /app/org-dashboard/{orgKey}/analytics and confirm:

• Error breakdown by issue type
• Error concentration by doctor
• Error concentration by office

Treat this page as your weekly calibration surface for recurring blockers.

Inspect digital worker context

1. Open /app/org-dashboard/{orgKey}/workers and select a worker.
2. Validate role summary and responsibility blocks against current run behavior.
3. Review Linked work sessions for the latest operational context and status progression.
4. Treat source workflow content as reference state from process library; edit workflow source through controlled authoring flows, not the worker detail page.