No. The UR meeting date you enter cannot be a future date — the system requires that the meeting has already taken place. This is intentional. UR Updates is designed to capture decisions that came out of a meeting that already happened, not to plan for one coming up.
You can start a session up to 14 days after the UR meeting date. As long as you enter the correct meeting date in the modal, the session will be anchored to that date even if you are entering data a day or two later.
Your progress is saved. When you return to UR Updates, your session will still be active and all residents you already confirmed will still be in the Confirmed section. You can pick up exactly where you left off.
Yes. Open the Confirmed Residents section, click the resident's row, make your changes, and click Save Changes. The resident stays confirmed — it does not move back to Awaiting Update.
It means the resident does not have a status set yet. You need to open the drawer, select a status, and then save and confirm. A status is required before a resident can be confirmed.
UR Updates shows active Medicare and Insurance residents only. Custodial payer types — MLTSS and Managed Medicaid Custodial — are not included in the session grid. If a resident you expect to see is not on the list, check their payer type on their detail page.
The status showing on the grid is the most recent value saved to the resident's record. You do not need to change it if it is still accurate — you can simply confirm the resident to record that you reviewed them this week and nothing changed. Confirming without changing anything is a valid action and is how short-term residents that are still on track should be handled each week.
Status Details is a free-text field the Tracker or BOM uses to add context about the discharge plan — for example, notes about the family's decision or next steps for a long-term resident.
Tracker's Comment is a separate field managed by the tracker. It pulls from the comment line on the resident's detail page and is used for operational tracking notes — auth follow-ups, financial information, and so on. This is available based on user permission. See Tracker Guide.
No. Your entries are saved to each resident's record and remain there. The session expiring only means you cannot continue adding to that particular session — you need to start a new one for the current week. All previously entered status, LCD date, and status details are still visible on the resident detail page and in UR Updates once a new session starts.
No data is lost. Starting a new session simply begins a fresh review cycle. All residents return to the Awaiting Update section so the BOM can confirm or update them again for the new week. The previous status, LCD date, and status details are still pre-filled in the drawer from the resident's record — the BOM is reviewing and confirming them, not re-entering them from scratch.
Only one session can be active per facility at a time. If a session is already in progress, starting a new one will end the current session. The modal will alert you before you proceed.
Any user with the View UR Updates Page permission can update the LCD, Status, and Status Details fields from the UR Updates drawer. Users with the additional View Resident Detail Page permission can also update those fields from the resident detail page, and can edit the Tracker's Comment (Comment Line) in both places. Any change made by either user is reflected immediately in both places and is recorded in the change log with the user's name and a timestamp.