Page Comparison

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Referral-only Vendors will see the

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Corrections Required

1.  Click View underneath the Corrections Required icon. Any Invoices that have been flagged as Corrections Required by the Lead Agency or Payor are displayed for you to make corrections on.

 Pending Invoices

1.  Click View under Invoice History. The invoices screen will display, defaulted to the current fiscal year listing pending approval and/or payment invoices.

2. Enter filter criteria.

3. Click Search.

4. Invoices meeting the entered criteria are displayed.

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1. Click View under Invoice History. The invoices screen will display, defaulted to the current fiscal year listing processed invoices.

2. Enter filter criteria.

3. Click Search.

4. Invoices meeting the entered criteria are displayed.

Clients Pending Assessments

1. Click View under Clients Pending Assessment. A list of Participants that have been enrolled in the project but do not yet have a completed GPRA is displayed.

2. Click a Participant ID to access the Participant’s Dashboard.

Active Clients

1. Click View under Active Clients. A list of Participants Clients that have been enrolled activated in the project is displayed.

2. Click a Participant Client ID to access the Participant’s Client's Dashboard.

30 Day Check-In

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From all of the displayed lists of Clients, you can click on a Participant Client ID to be taken to their Participant’s Client’s Dashboard.

Reports

1.  Click Run Report drop-down and click report.

2. Click Date From calendar and click date.

3. Click Date To calendar and click date.

4. Click any other search criteria fields and click entry.

5. Click Run Report.

6. Report details are displayed.

7. Click the arrow icon to navigate to additional pages of the report.

8. Click the save icon to print/save the report in excel, word, or pdf.

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