How to Start a Session
Each week, you start a new session tied to the date of your most recent UR meeting.
- Navigate to AR Tracking and select UR Updates from the left menu.
- If no session is active, you will see the no-session screen. If you manage more than one facility, select your facility from the dropdown. For single-facility users, the facility is set automatically.
- Click Start New Session.
- In the modal, enter the date of your most recent UR meeting.
- The date cannot be in the future — the meeting must have already taken place.
- The date cannot be more than 14 days in the past.
- Click Start. The resident grid will load.
The Short Term Resident List
Once a session is active, your residents appear in two sections:
- Residents Awaiting Update — all residents start here. This is your to-do list for the session.
- Confirmed Residents — residents move here once you confirm them. This section is collapsed by default. You can still open and update a confirmed resident if something changes after you confirmed them.
Columns shown:
- Resident
- Payor
- Admit Date
- Auth Thru
- Day 100
- LCD (Last Cover Date)
- Red — the Last Cover Date has already passed
- Amber — the Last Cover Date is within 7 days
- Status- This is the status dedicated to short term residents discharge plans.
- Status Details
- Actions- Confirm or Set Status
Confirming a Resident
For many residents, especially those who are short term and on track, nothing will have changed since last week. You do not need to open the drawer for these residents. Simply click the Confirm "thumbs up" button at the end of the row. The resident moves to the Confirmed section immediately, and you can move on to the next one.
Confirming without changes still counts as a review for that week. It tells the tracker that you looked at the resident in your UR meeting and everything is the same.
Updating a Resident
Click anywhere on a resident row to open the Update Resident drawer on the right side of the screen.
The top of the drawer shows read-only details — Admit Date, Day 100, Days Used, Auth Thru, Scheduled D/C Date, and Co-Insurance Payor. The editable fields are:
- Last Cover Date: enter or update the date the resident's coverage ends.
- Status: select the resident's current discharge plan. Status is required before you can save.
Status Details: a free-text box for any additional context about the discharge plan.
Tracker's Comment: this field is visible in the drawer but is only available when you have the "View Resident Detail Page" permission.
| Status | When to use |
| Short Term | Resident is discharging. |
| Long Term | Resident will stay past their last covered date. |
| Potential Issue | There is a discharge complication — placement has fallen through or the patient is not cooperating. |
| Undetermined | The discharge plan is not yet known. |
Short Term sub-status — choose Going Home or Going to ALF. If going to an ALF, you can enter the ALF name in the text field that appears.
Long Term sub-status — choose one of the following:
- Private Pay
- Approved LT Medicaid
- MCD Pending
- Unconfirmed
If you select Long Term, the resident's most recent pending note and income note will appear below for reference. If no notes exist, the section will still be shown with an empty state.
Residents Without a Status
If a resident does not yet have a status set, the Confirm button will not appear on their row. Instead, a Set Status button will show. Click it to open the drawer and enter their discharge plan. A status must be selected before you can confirm.
Saving and Confirming
The Save & Confirm button, saves all fields to the resident record and marks the resident as confirmed for this session. The drawer closes, a confirmation notice appears, and the next unconfirmed resident opens automatically.
Session Warnings and Expiry
7-day warning: after 7 days, a banner appears at the top of the page reminding you to start a new session after your next UR meeting. You can still use the current session while the banner is showing.
14-day expiry: after 14 days, the session automatically ends the next time you open the page. You will see the no-session screen and will need to start a new session to continue.
Your entries from the previous session are saved to each resident's record and are not lost when a session expires.