Working the Task Queue
The task queue is where you review and act on prior authorization (PA) requests and other clinical workflows assigned to your organization.
Accessing the Task Queue
From the left navigation, select Tasks. The task queue opens showing prior authorization (initiation) tasks by default.
If you arrive from an evaluation results page, a blue banner at the top of the queue reads Showing tasks for evaluation. Select Clear Filters in that banner to return to the full task queue.
Filters
The task queue offers several filters you can combine to focus on the work that matters most. Your filter choices (due date, task type, workflow state, closed tasks, and has errors) stay in the browser address bar, so when you open a task and press the browser Back button, the queue returns with those filters still applied.
Due Date
At the top of the filter panel, a chip group lets you narrow tasks by their due date:
| Chip | What it shows |
|---|---|
| All | Every task regardless of due date |
| Today | Tasks due today |
| Overdue | Tasks whose due date has already passed |
| Upcoming | Tasks due tomorrow or later |
Task Type
The Task Type dropdown lets you choose which category of task to display:
| Option | Description |
|---|---|
| Prior authorization (initiation) | New PA requests (default) |
| PA continuation | PA continuation reviews |
| All types | All task types at once |
| Awaiting staff approval | Open PharmPix manual-approval tasks |
| Appeals | Appeal review tasks |
| Data request (PA stage) | PA parent tasks currently in the data-request stage |
| Data remediation (PA stage) | PA parent tasks currently in the remediation stage |
| Data request (child task) | Standalone data-request child tasks |
| Initiation (child task) | PharmPix initiation child tasks |
| Continue (child task) | PharmPix continuation child tasks |
| Discontinue (child task) | PharmPix discontinue child tasks |
| Rejection (child task) | Rejection child tasks |
| Therapy Interchange | Conversion outreach tasks generated by Therapeutic Interchange guidelines |
Workflow State
When the Task Type is set to Prior authorization (initiation) or PA continuation, a Workflow state dropdown appears. Use it to narrow the list to a specific stage — for example, Data Request or Remediation.
Selecting Abandoned in the workflow state filter automatically enables Closed tasks only, because abandoned PAs always have a closed status.
Closed Tasks Only
By default the queue shows only open, in-progress tasks. Toggle Closed tasks only to see completed, canceled, and expired tasks.
Has Errors
Toggle Has Errors to surface only tasks that have system-level errors. When this filter is active the list sorts by the most recent error first, so the most urgent items appear at the top.
Business Unit
If your account spans multiple business units, a business unit filter appears above the table. Use it to limit the queue to tasks belonging to a specific unit.
Reading the Task List
Each row in the task queue shows:
| Column | What it shows |
|---|---|
| Name | Patient first and last name |
| Type | The task type (e.g., Prior Auth, Rejection) as a color-coded chip |
| Stage | For PA tasks: the current workflow stage (e.g., Data Request, Approved) |
| Status | Task status; for PA tasks this reflects the PA workflow state |
| Due Date | The date the task is due |
| Drug | The medication associated with the task |
| BU | Business unit (shown only when you have access to more than one) |
A small orange warning icon next to the status chip means the task or one of its sub-tasks has an error that needs attention.
Opening a Task
Select any row (or the eye icon in the Actions column) to open the linked patient’s chart, focused on that task. Where you land depends on the task’s status:
- Open (active) tasks open on the Overview tab, focused on that task. From Overview you can review the PA timeline and select Complete Task (or Mark Reviewed for document-review tasks) without leaving the chart.
- Closed tasks (completed, canceled, expired, and so on — for example anything you see under Closed tasks only) open on the Tasks tab instead, with that task’s history expanded and scrolled into view. Closed work is historical, so it never appears on the active-work Overview.
If the task has no resolvable patient, the same row or eye action opens the standalone task details page instead.
Use the person icon in Actions to go straight to the patient’s chart without focusing a specific task.
To return to the queue, use the browser Back button — your filters are restored — or select Tasks in the left navigation.