Project Tracking

Client Tracking Items

Active Clients

From the Overview page:

1. Click View underneath the Active Clients icon.

2. A list of clients whose most recent Mandated Data record is not a Deactivation record is displayed.

Deactivated Clients

From the Overview page:

1. Click View underneath the Deactivated Clients icon.

2. A list of clients whose most recent Mandated Data record a Deactivation record is displayed.

Check-In Required

From the Overview page:

1. Click View underneath the Check-In Required icon.

2. A list of clients who meet the following criteria will be displayed:

   1. The client is enrolled in a financial, encounters-based project (i.e., Claims).

   2. The client’s most recent Mandated Data record is 120+ days old.

3. (ADD SCREENSHOT OF OVERVIEW TRACKING WITH ACTIVE/DEACTIVATED/ETC)

Claims History

From the Overview tab:

1. Click Claims History

2. Claims data is displayed according to default parameters, including Total Submitted Amount and Total Allowed Amount for each day of received claims.

3. Click the teal link under Total Claims to see all the claims received on that day.

4. Click the teal link under Accepted to see all the accepted claims on that day.

5. Click the teal link under Accepted to see all the failed claims on that day.

Claims History Search

From the Overview tab:

1. Click Claims History

2. Claims data is displayed according to default parameters, including Total Submitted Amount and Total Allowed Amount for each day of received claims.

3. Enter a Client ID to search for a specific client within the given dates.

4. Enter a Claim ID to search for a specific claim within the given dates.

5. 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) If Approver was the previous actor   Pending Payment (Awaiting Action) If Payor was the previous actor
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) If action is taken by the Approver   Pending Payment (In Review) If action is taken by the Payor
Approver or Payor	Placed on administrative hold	Pending Approval (Administrative Hold) If action is taken by the Approver   Pending Payment (Administrative Hold) If action is taken by the Payor

To Review your Pending Invoices

From the Home screen:

1. Click view under Pending Invoices.

2. The invoices screen will display listing your pending approval and payment invoices.

3. Click the Search field and enter Invoice #.

4. The invoice will display in the table.

5. Click the Invoice Details link.

6. Invoice Details including Services and Invoice Decisions are displayed.

(INSERT SCREENSHOT OF PENDING INVOICE DETAILS)

To Add Comments

1. Click Add Comment

2. Enter free text comments.

3. Click Submit Comment
   

4. 

   The comment is displayed and shared with the Program Manager.

To Review your Invoice History

From the Home Screen:

1. Click view under Invoice History

2. The invoices screen will display listing your processed invoices.

3. Click the Search field and enter Invoice #.

4. The invoice will display in the table.

5. Click the Invoice Details link.

6. Invoice Details including Services and Invoice Decisions are displayed.

Reports

From the Overview Project screen:

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

2. Click/Select Report Criteria.

3. Click Run Report.

4. Report details are displayed.