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Overview

The AHCCCS Compliance Report validates that your organization meets the screening-to-appointment window defined by ahcccs_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.

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How to Generate

  1. Navigate to PM → Intake Funnel Analytics (/pm/intake-funnel)
  2. Click the “AHCCCS Compliance Report” button in the dashboard header
  3. In the confirm dialog:
    • Select your date range (From/To)
    • Review the signature block preview showing your name and timestamp
  4. Click Download CSV
  5. The CSV file downloads to your browser automatically

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CSV Columns

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Exception Reason Codes

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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.