Client Tracking Items
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|---|---|---|
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Active Clients
From the Overview page:
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Click View underneath the Check-In Required icon.
A list of clients who meet the following criteria will be displayed:
The client is enrolled in a financial, encounters-based project (i.e., Claims).
The client’s most recent Mandated Data record is 120+ days old.
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Claims History
From the Overview tab:
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Click Add Comment
Enter free text comments.
Click Submit Comment
The comment is displayed and shared with the Program Manager.
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