Client Tracking Items
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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 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.
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Click view under Invoice History
The invoices screen will display listing 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.