This article explains how Progress Statuses work, the default options available, and how customization can enhance your organization’s monitoring and compliance efforts.
What is a Progress Status?
A Progress Status helps your organization track the investigation and resolution of new monitor alerts in a clear and organized way.
Default Progress Status Options
Your account includes four default Progress Status options:
- Needs Review: All new alerts start in this status.
- In Progress: Indicates that the alert is currently being addressed.
- Resolved: Alerts in this status are no longer displayed in your dashboard count.
-
No Review Needed: Reserved for green alerts, such as:
- Potential exclusion alerts determined to be no match for your vendor.
- Social Security numbers that did not match the SSDMF.
- Verified licenses in good standing with no items to bring to your attention.
Customizing Your Progress Statuses
Progress Statuses are fully customizable to suit your organization’s needs. This flexibility allows you to clearly document and report the current status of an employee during audits or other reviews.
Examples of Additional Progress Statuses
Many organizations choose to add custom statuses to reflect their specific workflows. Examples include:
- Management Monitoring Sanction Requirements
- Employee on Leave of Absence
- Reviewed / Employee is Not Excluded
- In Progress | Name Mismatch
- In Progress | Provider Updating Name
- SSDMF Cleared
- COVID-19
- Escalated to Upper Management
Need to Add or Update Your Progress Statuses?
We’re here to help. To add or update your Progress Statuses, contact us at:
- Email: support@providertrust.com
- Phone: 615-938-7878, ext. 1