This guide explains each report you'll find on your dashboard and how you can use it. Quickly find information about license statuses, credentialing progress, enrollment details, and monitoring outcomes to keep your organization's admin tasks running smoothly.
Provider Summary
Provider Summary Report: Shows an overview of all provider profiles, including their status, key dates, and credentialing information.
Tasks Summary
Tasks Needing Attention: Shows how many tasks need action. It includes total tasks, who owns them, what type they are, and how long they’ve been open.
Client Tasks Needing Attention: Shows each overdue task, who owns it, what it’s for, and which provider or group it’s tied to.
Tasks Needing Attention Volumes by Created Date: Shows how many tasks were completed over time and how long, on average, each task took to complete.
Provider Onboarding
Provider Onboarding: Tracks new providers in the onboarding process. It shows if they’ve signed up and completed key forms.
Licensing Customer Dashboard
New Licenses Issued by Month: Shows how many new licenses were completed each month, organized by license type (State, DEA, CSR).
New License Requests by Status: Shows how many license requests are in each step of the licensing process.
Issued Licenses: Lists providers who received licenses, including their license type, registration type, state, and date issued.
Licenses Renewed by Month: Shows how many licenses were renewed each month, organized by license type.
License Renewal Requests by Status: Shows how many license renewal requests are currently in each step of the renewal process.
Upcoming License Expirations by Month: Shows how many licenses will expire each month, organized by license type.
Upcoming License Expirations: Lists licenses that are expiring soon, including provider details and expiration dates.
Status Transition Time: Shows the average number of days it takes to move from one step of the licensing process to another.
Provider Task Completion Time: Shows the average number of days it takes providers to finish tasks assigned to them.
Time with Board by State (MD, NP, RN): Shows the median number of days it takes licensing boards in each state to review and process licenses, organized by provider type (MD, NP, RN).
Payer Enrollment Customer Demo Dashboard
New Enrollments Issued by Month: Shows the number of completed provider enrollments each month.
New Enrollment Requests by Status: Shows how many enrollment requests are currently in each step of the enrollment process.
Completed Enrollments: Shows a summary of enrollments that have been fully processed and completed.
Status Transition Time: Shows the average number of days it takes enrollments to move from one step to another.
Client Input Completion Time: Shows the average number of days it takes clients to complete their assigned tasks.
Credentialing Embedded Dashboard
Credential Summary Dashboard: Provides a quick snapshot showing how many credentialing files were created, average turnaround time, and the percentage of credentials processed on time.
Approved Credentials: Shows the number of credentialing files approved each month, distinguishing between initial approvals and re-credentialing.
Credential Delivery Time: Shows how many credentialing files were delivered and the average days taken, organized by month.
Time to Approve a Credential: Shows the percentage of total time spent by administrators versus committees in approving credential files.
Turnaround Breakdown: Shows the average days taken for each step in the credentialing process.
Action Required: Records Nearing Expiration: Shows the number of credentialing files nearing expiration that require immediate action.
Action Required: Requests Waiting on Provider: Shows the number of credentialing requests waiting for the provider to submit additional information.
No Action Required: Provider Uploaded All Information: Shows the number of credentialing files where the provider has submitted all necessary information.
Requests by Status: Displays the current status of credentialing requests, categorized into initial and re-credentialing requests.
Action Recommended: Expired Recredentials: Lists recredential files that have expired and require attention.
Credential Summary: Provides detailed information about individual credentialing files, including their status, deadlines, and approval dates.
Committee Votes: Records votes from committee members on credential approvals.
Ongoing Monitoring Report
Medicare Opt-Out Verification: Lists providers who have been checked for Medicare opt-out status, including the outcome of each check.
NPDB Verification: Lists providers verified through the National Practitioner Data Bank (NPDB), including the results of each verification.
SAM & OIG Verification: Lists providers checked against the SAM (System for Award Management) and OIG (Office of Inspector General) databases, including verification outcomes.
Full Sanctions Audit Log: Provides detailed records of all ongoing monitoring checks performed, including the date, type, outcome, and associated provider information.
Consumption
Please visit this article for more information: Medallion Usage Dashboard
Need something more tailored? Medallion can partner with your team to build complex, one-off reports based on your requirements.
Custom reporting comes at an additional cost.