Current Opportunities Report – Help with this Report

Document Scope

The Current Opportunities Report provides a filtered view of open CMR, TIP, and Task opportunities. It supports at-a-glance review of patient, center, opportunity, and potential revenue metrics, with role-based access to work-item and opportunity-level detail.

Document Purpose

This Current Opportunities Report guide describes the available filters, key performance indicators, report views, and data table breakdowns within the Outcomes Platform. Its purpose is to help users understand and use these components to review available opportunities, estimate potential revenue, and export filtered data. The guide also includes recommendations for using report controls and notes on role-based access.

Available Filters

Filter Name	Type	Description
Date Range	Date range	Limits results based on Start Date at the MTM Center Opportunity level.
Client Name	Multi-select	Narrows results to the selected clients.
Policy Name	Multi-select	Narrows results to selected policies.
Service Type	Multi-select	Filters to CMR, TIP, and/or Task.
Service Category	Multi-select	Filters to categories such as Needs Refill, Adherence Monitoring, or Needs Drug Therapy.
Show All CMR Eligible	Toggle	Include or exclude CMRs that were recently patient refused or unable to reach.
MTM Center	Multi-select	Filters to selected MTM centers.
MTM Center State	Multi-select	Filters to MTM centers in selected states.
Chain Name	Multi-select	Filters by MTM center chain within the organization hierarchy.
Member ID	Search / select	Finds opportunities for a specific patient member identifier.
Opportunity Title	Multi-select	Limits results to one or more opportunity titles.
Organization Name	Multi-select	Filters by MTM center organization, which may include multiple chains.

Note: The options available in the multi-select filters are impacted by selections of other filters. If an expected option is not available in a filter, it may be due to cross-filtering. Reset filters to have additional options.

Outcomes Recommendation:

Begin with Client and Policy, then add Service Type and Service Category. Use organization hierarchy filters only when a more focused operational view is needed.

Key Performance Indicators

Indicator	Description
Unique Patients	Distinct patients represented in the active filtered population.
Total Center Count	Distinct MTM centers represented in the active filtered population.
Total Available Opportunities	Distinct Opportunity IDs in the active filtered population.
Potential Service Revenue	Potential service-fee revenue counted once per opportunity, even when an opportunity is available at multiple MTM centers.
Potential Validation Revenue	Potential validation revenue counted once per opportunity, even when an opportunity is available at multiple MTM centers.
Potential Total Revenue	Potential Service Revenue plus Potential Validation Revenue, without duplication across MTM centers.

Note: Each KPI recalculates using the active filters. Revenue KPIs are opportunity-level calculations.

Outcomes Recommendation:

Use Total Available Opportunities as the primary opportunity-volume measure, then compare Unique Patient Count and Total Center Count to understand reach. Use the revenue KPIs to estimate the potential value of the same filtered population.

Available Opportunities by Service Type

Summary

This horizontal bar chart displays distinct available opportunities grouped by Service Type: CMR, TIP, and Task. The chart updates with the active filters.

Outcomes Recommendation:

Use this view to determine which service types make up the selected opportunity population. If a service type is unexpectedly absent, review the active filters and confirm that eligible open opportunities exist for the selected population.

Available Opportunities by Action Description

Summary

This horizontal bar chart displays distinct available opportunities grouped by Action Description, such as patient consultation or prescriber consultation.

Outcomes Recommendation:

Use Action Description to understand the type of outreach or intervention the available work requires. Compare the chart with Total Available Opportunities while accounting for any blank or multi-valued source conditions.

Available Opportunities by Reason Description

Summary

This horizontal bar chart displays distinct available opportunities grouped by Reason Description, such as Needs Drug Therapy or other opportunity reasons represented in the selected data.

Outcomes Recommendation:

Use Reason Description to identify the clinical or operational reasons driving the current opportunity population, then move to Work Item Details for the patients and pharmacies associated with the selected work.

Data Table Breakdowns

The detail tabs provide filtered report results in table form. The available tabs and fields depend on the signed-in role and PHI permissions. To export a table, apply the desired filters, hover over the table, and select Export from the additional options.

MTM Center Opportunity Details

Summary

MTM Center Opportunity Details provides operational-level rows associated with available opportunities and pharmacies. Depending on role, fields can include patient demographics, program and policy, Start Date, service and action data, MTM center information, CMR-specific information, opportunity expiration, and potential revenue.

Core Data Available

Data Group	Examples
Patient	Member ID, name, DOB, address, phone
Client and policy	Client Name, Policy Name
Opportunity	Start Date, Service Type, Service Category, Reason Code and Description, Action Code and Description, Opportunity Title
MTM Center	MTM Center, organization, chain, NPI, address, city, state, ZIP
CMR-specific	Primary Language, CMR eligibility, most recent CMR result, and scheduled-CMR fields when source data exists
Expiration	Opportunity Expiration Date
Revenue	Potential Service Fee Revenue, Potential Validation Revenue, Total Potential Revenue for authorized roles

Outcomes Recommendation:

Use MTM Center Opportunity Details for operational follow-up and MTM center level analysis. Because an opportunity can be available at more than one MTM center, do not calculate opportunity-level revenue by blindly summing repeated opportunity rows.

Opportunity Details

Summary

Opportunity Details is restricted to the Client role. It groups an opportunity into a single row and includes patient, policy, service, reason, action, primary MTM center, MTM center count, and expiration fields.

Primary MTM Center and Count Logic

PHARMACYCNT is the count of distinct pharmacies associated with the opportunity.
Primary MTM center fields include NPI, NCPDP, name, organization type, chain name, and organization name.
The grouped row prevents the same opportunity from appearing once for every associated MTM center.
Confirm the selected filters before exporting.
Choose MTM Center Opportunity Details or, for Client users, Opportunity Details based on the required data grain.
Verify that exported PHI and revenue fields are appropriate for the recipient and intended use.
Do not expect fields hidden from the role to appear in the export.

Outcomes Recommendation:

Use Opportunity Details for client-level analysis when one row per opportunity is preferred. Use PHARMACYCNT to understand how broadly each opportunity is available across pharmacies.

Exporting Report Data

Apply the desired filters, open the authorized detail tab, and use the table export option. The exported rows, fields, and values should match the filtered on-screen view and the permissions of the signed-in role.

Outcomes Recommendation:

Use Opportunity Details when you need deduplicated opportunity-level data. Use MTM Center Opportunity Details when MTM center level availability and operational detail are necessary.

Role-Based Access and Interpretation Notes

Role	Access
Client	Summary, MTM Center Opportunity Details, and Opportunity Details. Client-authorized fields apply.
Pharmacy Administrator with PHI	Summary and MTM Center Opportunity Details. CMR and revenue fields are available where specified; Opportunity Details is not available.
Pharmacy Administrator without PHI	The report is not available.
Authorized Internal user	Summary and MTM Center Opportunity Details with internal-authorized fields; Opportunity Details is not available.

Interpretation Notes

Topic	Guidance
Available opportunities	The report is intended to include opportunities that remain open and available.
Expiration boundary	An opportunity is included when Opportunity Expiration Date is in the future; expired opportunities are not included.
CMR-only fields	CMR-specific fields populate only for CMR opportunities when corresponding source data exists and remain blank for non-CMR opportunities.
Scheduled opportunities	Scheduled opportunities satisfying the set filters are included.
Report grain	Summary charts and revenue KPIs use distinct-opportunity logic, while MTM Center Opportunity Details reflects operational/MTM center level rows.
Export parity	Exports follow the same active filters and role permissions as the on-screen view.