Reports - Completed Files

The Provider Completed Files report is a cumulative, real-time listing, specifically active Client Providers that have had the Initial or Recredentialing application and primary source verification process completed.  As are all Gemini1 Reports, the Provider Completed Files report is downloadable into Excel and/or .CSV formats.  Report pages are paginated in order to navigate through the report on-screen.

Field Selection - By clicking the "# items selected" drop down, the User may customize the report fields to be viewed both on the Completed Files report page, as well as downloaded if applicable.  

Specify Date Range - By clicking in the Specify Date Range section, the User has the option to select a specific subset of applications (see Reference - Gemini1 Status Definitions Article) completed by Gemini, within a certain period of time (i.e. all Provider files completed by Gemini within the last 3 weeks).  The User will first toggle left to choose a month, other than the current month and then select the day of that month as the beginning date of the desired date range.  The User will then click back into the Specify Date Range section and repeat, selecting the end date of the desired date range. The User will then click outside of the Specify Date Range section to initiate the date range specified, which will now show on the page and be available for download. Report pages are paginated in order to navigate through the report on-screen. By selecting All from the drop down, the User has the option to show and download all providers within the date range on screen.

Search - Within the "Search By:..." section on the Completed Files report page, the User may search for an individual Provider.  The suggested use for the Search feature is for speed and convenience in information look-up or taking actions offered within the Completed Files report.  Searches may be performed by Name, NPI Number, CAQH number, Client ID or Social Security Number.

Sorting - By clicking on a particular report field header, the User may sort the report by that particular field of information.  Multiple clicks on the report field header will result in ascending/descending ordering as desired by the User.

Provider Record Selection - By double clicking within the row of a particular Provider, the User will be transferred to that Provider's individual record.

Mark Report as Favorite - By clicking the Star symbol next to the Search section of the Completed Files report, the User can choose the Completed Files report as a favorite shown on the User's dashboard for convenience in navigating directly to the Completed Files  report from the dashboard.

Download Completed File PDF - By clicking the hyperlink within the Provider line item, Completed File field, the User may download the full completed file (Cover/Summary reports, application, verifications, etc.) in PDF format.  Files are available individually within the Provider's record as well as via the Completed Files report.  NOTE:  Currently the downloading of completed files in PDF format does not coincide with specified date range, therefore unlike the completed file standard data extract, completed files may only be downloaded individually.  However, completed files pdfs are available for transfer in bulk on a daily basis via sFTP transfer.  Please consult your internal IT department for assistance in set-up of a daily completed files FTP transfer which may be facilitated in the Management/FTP Settings section on the Client Portal (See Management-FTP Settings).

Download Individual Provider Data - By selecting "Download Completed Data (csv)", the User may download all Provider data offered within the Standard Data Export, in .csv format.  The data extract will coincide with specified date range, if applicable (Provider standard extract data for all Providers selected within the date range specified by the User will be downloadable in .csv or Excel).    NOTE:  Data fields included in the Standard Data Export are limited and are only available as collected at any given point in the file processing.  .csv format may be converted into other formats such as Excel, .txt, etc.  Please consult your IT resource for more guidance and information on formatting and utilizing the Standard Data Export.

Actions To Take - The Action to Take drop down offers the User various actions that can be taken on a particular Provider's record.  Actions available may be dependent on the Provider's status in Gemini1.

Termination - By selecting Terminate Provider, the User may terminate that Provider, which requires a termination date entered and a stated reason for termination (optional). 

Approve - By selecting Approve, the User may enter the date the Provider was Committee approved / Next Recredentialing Due Date for Gemini1 tracking and eventual processing of the Provider's Recredentialing application and primary source verification.

*Be sure to select "SAVE" after Actions are made.