New Tracking Icons:
- Program Overview page --> Client Tracking --> Check-In Required
A new tracker has been implemented for users who have access to financial, encounter-based projects. The tracker lists clients who are activated in a financial project (i.e., Claims) and have a Mandated Data Check-In due date of 90 days or less. Check-Ins are due every 210 days
, with a 90-day notification window, thus, if a check-in has not been provided within the past 120 days, the client will appear on this list. Icons are used to indicate proximity to the 210-day 'limit' - red me
ans late, orange means a Check-in is due within 30 days, yellow means a Check-in is due within 60 days, and blue means a Check-in is due within 90 days.
- Program Overview page --> Client Tracking --> Deactivated Clients
A new tracker has been implemented for vendors with access to encounter-based projects. The Deactivated Clients icon displays a list of all clients whose most recent Mandated Data Check-In is 'Deactivate Client'. Clients can be reactivated by clicking the 'Reactivate Client' button. Clients with a Deactivation check-in will not appear in the "Active Clients" list, found on the same page.
- Client Dashboard --> Mandated Data tab
The appearance of the orange exclamation alert that appears on the Mandated Data tab has been modified. Previously, the alert would display if the client did not have a completed mandated data record. Now, in addition to this rule, the alert will
if the client's most recent record was completed 120+ days prior to today's date (and, the most recent record was not a Deactivation).
A new Claims processing rule will Fail claims for clients whose most recent Mandated Data record is a Deactivation record.
Effective May 1, 2018:
A new Claims processing rule,
Fail claims for clients whose most recent Mandated Data record is 210+ da
For a quick look at the items included in this release and how they function, visit our