Client Tracking Items
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Active Clients
From the Overview page:
Click View underneath the Active Clients icon.
A list of clients whose most recent Mandated Data record is not a Deactivation record is displayed.
Deactivated Clients
From the Overview page:
Click View underneath the Deactivated Clients icon.
A list of clients whose most recent Mandated Data record a Deactivation record is displayed.
Check-In Required
From the Overview page:
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:
Click Claims History
Claims data is displayed according to default parameters, including Total Submitted Amount and Total Allowed Amount for each day of received claims.
Click the teal link under Total Claims to see all the claims received on that day.
Click the teal link under Accepted to see all the accepted claims on that day.
Click the teal link under Accepted to see all the failed claims on that day.
Claims History Search
From the Overview tab:
Click Claims History
Claims data is displayed according to default parameters, including Total Submitted Amount and Total Allowed Amount for each day of received claims.
Enter a Client ID to search for a specific client within the given dates.
Enter a Claim ID to search for a specific claim within the given dates.
Enter a Provider Claim Number (PCN) to search for a specific PCN within the given dates.
Project Tracking Items
User Group | Action | Invoice Moves To… Status (Sub-status) |
|---|---|---|
System | Invoice Generated  | Pending Approval (Awaiting Action) |
System | Process Payment  | Invoice History (Paid) |
Provider | Corrections completed 
| Pending Approval (Awaiting Action)
Pending Payment (Awaiting Action) |
Approver | Approved by the lead agency  | Pending Payment (Awaiting Action) |
Approver | Denied by the lead agency  | Invoice History (Denied) |
Payor | Payment authorized by the payor | Invoice History (Paid) |
Payor | Denied by the payor | Invoice History (Denied) |
Payor | First level payment approval completed | Pending Payment (In Process) |
Payor | Submit for Payment | Invoice History (Processed) |
Approver or Payor | Provider corrections required  | Corrections Required (Awaiting Action) |
Approver or Payor | In review  | Pending Approval (In Review)
Pending Payment (In Review) |
Approver or Payor | Placed on administrative hold 
| Pending Approval (Administrative Hold)
Pending Payment (Administrative Hold)
|
To Review your Pending Invoices
From the Home screen:
Click view under Pending Invoices.
The invoices screen will display listing your pending approval and payment invoices.
Click the Search field and enter Invoice #.
The invoice will display in the table.
Click the Invoice Details link.
Invoice Details including Services and Invoice Decisions are displayed.
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To Add Comments
Click Add Comment
Enter free text comments.
Click Submit Comment
The comment is displayed and shared with the Program Manager.
To Review your Invoice History
From the Home Screen:
Click view under Invoice History
The invoices screen will display a list of your processed invoices.
Click the Search field and enter Invoice #.
The invoice will display in the table.
Click the Invoice Details link.
Invoice Details including Services and Invoice Decisions are displayed.
Reports
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From the Overview Project screen:
Click the Run Report drop-down and click report.
Click/Select Report Criteria.
Click Run Report.
Report details are displayed.