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Description:  In this guide you will learn about how to run and download reports, the filters available for searching and the available column data in each report. 

*Please note:  Report access differs by mode. A service provider (SP mode) the user will have access to all reports based on the assigned role. A fiscal intermediary (FI mode) the user will have access to reports based on the assigned role and cost center.

The  The employer and case manager roles can only view a limited subset of reports to maintain HIPAA compliance. Report access is dependent upon role or permission.

Roles Required: Superuser, Supervisor, Employer, Case ManagerWorker 

Permissions Required:  View filenameReport Guide.pdfheight250 Report Admin


Table of Contents

Table of Contents

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