The Home screen will display different icons based on the project and user’s permissions.
Overview Tracking:
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Corrections Required
Click View underneath the Corrections Required icon. Any Invoices that have been flagged as Corrections Required by the Lead Agency or Payor are displayed.
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Tip: To change the search criteria re-click the dates and re-click run report.
Project Tracking:
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Unassigned Clients Active in Projects
Click View under Unassigned Clients Active in Projects. A list of Clients that have been activated in the project, but are not yet assigned to a PS or CBHC staff member is displayed.
Click a Client ID to access the Client's Dashboard.
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Click View under Clients Pending Assessment. A list of Clients that have been enrolled in the project and do not yet have a completed required assessment/survey is displayed.
Click a Client ID to access the Client’s Dashboard.
Clients Active in Projects
Click View under Clients Active in Projects. A list of Clients that have been activated in the project is displayed.
Click a Participant Client ID to access the Participant’s Client's Dashboard.
Client Tracking:
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Active Clients
Click View under Active Clients. A list of Clients that have been enrolled in the project, and have a Mandated Data Initial Registration or Check-In record completed is displayed.
Click a Participant Client ID to access the Client's Client’s Dashboard.
Deactivated Clients
Click View under Active Clients. A list of Clients that have had a Mandated Data Deactivation record completed is displayed.
Click a Client ID to access the Client’s Dashboard.
30 Day Check-In Required
Click View under 30 Day Check-In Required. A list of Clients with a Mandated Data Check-In date past or approaching is displayed.
Click a Participant Client ID to access the Participant’s Client’s Dashboard.