> ## Documentation Index
> Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt
> Use this file to discover all available pages before exploring further.

# AHCCCS Compliance Report Guide

> The AHCCCS Compliance Report validates that your organization meets the screening-to-appointment window defined by ahcccs_compliance_window_hours (DB-only defa…

## 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.

## 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

## 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.