Last Updated: 2026-03-29Documentation Index
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Overview
The AHCCCS Compliance Report validates that your organization meets the screening-to-appointment window defined byahcccs_compliance_window_hours (DB-only default: 72 hours; not yet configurable via PM Settings UI) per your organization’s AHCCCS requirements. This report is generated from the Intake Funnel Analytics dashboard.
How to Generate
- Navigate to PM → Intake Funnel Analytics (
/pm/intake-funnel) - Click the “AHCCCS Compliance Report” button in the dashboard header
- In the confirm dialog:
- Select your date range (From/To)
- Review the signature block preview showing your name and timestamp
- Click Download CSV
- The CSV file downloads to your browser automatically
CSV Columns
| Column | Description |
|---|---|
lead_id | Unique identifier for the screened lead |
screening_date | Date the intake screening was completed |
appointment_scheduled_date | Date the first appointment was scheduled |
days_to_appointment | Calendar days between screening and appointment |
meets_rule | true if within the compliance window, false otherwise |
exception_reason | Reason code if rule is not met; blank if compliant |
Exception Reason Codes
| Code | Meaning |
|---|---|
| (blank) | Lead meets the compliance window |
urgent_expedited | Urgent triage — expedited to ≤1 day (compliant by exception) |
exceeded_window | Appointment scheduled beyond the compliance window |
no_appointment | No appointment found for this lead |
FAQ
Q: What counts as meeting the 48–72h rule?A: A lead meets the rule if
days_to_appointment ≤ (ahcccs_compliance_window_hours / 24). The default window is 72 hours (3 days). This is configurable in PM Settings.
Q: What about urgent cases?A: Leads with
triage_category = 'urgent' that received an appointment within 1 day are marked compliant with exception_reason = 'urgent_expedited'.
Q: Who can generate this report?A: Users with the
pm.intake_funnel.view permission.
Q: Is the export audited?A: Yes. Every export creates an audit log entry recording the user, date range, and row count.