Point of Care Ideas

Welcome to the Point of Care Idea Portal, please enter the Ideas for Features/Solutions you wish to be considered for Implementation.


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Pull only active payor plans for clients on PS Admission Report

When pulling a PS admission report we need it to only pull active payor plans.

  • Candace Dickerson
  • Mar 20 2026
  • Needs Review
Idea Background

When pulling a PS admission list right now it will pull all payor plans / services the client has had. For example if a client had SOURCE XP and PS and then converts to CCSP XP and PS the PS admission list will pull all payors.

Idea Benefit

Only active payor plans will be listed but knowledge for office but also when we are having internal audits and they are pulling clients from the PS admission they could think that the client is currently with a payor/plan/service and they are not.

Strategic Alignment 2-Med Strategic Alignment
Compliance Risk 0-No Compliance Risk
Time Criticality 0-Timing does not matter
Business Impact 2-Med (Multiple teams or noticeable impact on performance metrics)
Cost Savings 0-None (No Cost Savings)
Strategic Priority 3-Medium
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