Project Tracking

The Home screen will display different icons based on the project and user’s permissions.

Overview Tracking:

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.

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.

Project Tracking:

Clients Active in Projects

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

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

Clients Pending Assessments

1. Click View under Clients Pending Assessment. A list of Clients that have been enrolled in the project and do not yet have a completed required assessment/survey is displayed.

2. Click a Participant ID to access the Participant’s Dashboard.

Active Clients

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

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

30 Day Check-In

1. Click View under 30 Day Check-In. A list of Clients

2. Click a Participant ID to access the Participant’s Dashboard.