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.