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Tracking Remaining Billing Units for a Member

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Table of Contents

Where to Find It Why It’s Helpful Additional Features

You can view how many billable units are remaining for each member directly from the Recent Claims Summary section in the Member Profile. This helps you track member utilization and stay within approved service limits for different programs, such as Community Health Worker (CHW), Enhanced Care Management (ECM), or Community Supports (CS).


Where to Find It

  1. Go to the Member Dashboard.
  2. Scroll to the Recent Claims Summary section.
  3. Look for the "Units Left" column.

This column shows the remaining number of billable units for that member based on their assigned billing configuration. It updates automatically as new claims are submitted or edited.


Why It’s Helpful

This section makes it easy to:

  • Monitor how close a member is to reaching their billing cap.
  • Prevent overbilling by staying within assigned limits.
  • Plan services and outreach more effectively.

For example:

  • In CHW programs, members are eligible for 12 units per year. You can quickly see if they’ve reached that limit.
  • In ECM or CS programs, units may vary by encounter type or frequency. This section helps track real-time usage, such as 5 monthly visits or variable unit claim amounts.

Additional Features

You can also use the filters at the top of the Recent Claims section to view claims and units by:

  • Week
  • Month
  • Year

This makes it easier to track service delivery patterns and identify members who may need more support or adjusted care plans.

verifying remaining remaining units

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