Project Tracking

The DDC Project tile and icons will be displayed on the Home screen.

DDC Coordinators will see all the below Icons.

Vendors will see the

Referral-only Vendors will see the

INSERT SCREEN SHOT HERE

Corrections Required

1.  Click View underneath the Corrections Required icon. Any Invoices that have been flagged as Corrections Required by the Lead Agency or Payor are displayed.

 Pending Invoices

1.  Click View under Invoice History. The invoices screen will display, defaulted to the current fiscal year listing pending approval and/or payment invoices.

2. Enter filter criteria.

3. Click Search.

4. Invoices meeting the entered criteria are displayed.

Invoice History

1. Click View under Invoice History. The invoices screen will display, defaulted to the current fiscal year listing processed invoices.

2. Enter filter criteria.

3. Click Search.

4. Invoices meeting the entered criteria are displayed.

Active Clients

1. Click View under Active Clients. A list of Clients that have been activated in the project is displayed.

2. Click a Client ID to access the Client's Dashboard.

Referrals

1. Click View underneath the icon. A list of clients active in the project that do not yet have an accepted or declined referral is displayed.

From all of the displayed lists of Clients, you can click on a Client ID to be taken to their Client’s Dashboard.

Reports

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

2. Click Date From calendar and click date.

3. Click Date To calendar and click date.

4. Click any other search criteria fields and click entry.

5. Click Run Report.

6. Report details are displayed.

7. Click the arrow icon to navigate to additional pages of the report.

8. Click the save icon to print/save the report in excel, word, or pdf.

 Tip: To change the search criteria re-click the dates and re-click run report.

Tip: Please refer to the Report page for specific details on the reports that can be run.