Opportunities by Center Report – Help with this Report

Document Scope

The Opportunities by Center report provides a center-level view of available CMR and TIP opportunities across the pharmacy network. It summarizes center counts, available opportunities, unfinished and review/resubmit claims, and estimated potential revenue, and it can be filtered by client, policy, program, organization, chain, state, and MTM Center status. Field availability depends on the signed-in role.

Document Purpose

This Opportunities by Center guide describes the available filters, key performance indicators, Top 10 charts, and the Opportunities by Center extract within the Outcomes Platform. Its purpose is to help users identify where work is available, compare centers and pharmacy organizations, understand role-based access and reporting logic, and export filtered data for outreach and operational planning. The guide also includes recommendations for using report controls to focus on the right center population.

Available Filters

Filter Name	Type	Description
Program	Multi-select
Client Name	Multi-select	Filters centers and measures to the selected client.
Policy Name	Multi-select	Filters results to selected policies.
Service Type	Multi-select	Filters available work to TIP, Task, and/or CMR where applicable.
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.
Opportunity Title	Multi-select	Filters results to selected opportunity titles.
Organization Name	Multi-select	Filters to an MTM organization.
MTM Center	Multi-select	Filters to selected MTM centers.
Chain Name	Multi-select	Filters to one or more pharmacy chains.
Pharmacy State	Multi-select	Filters to centers in selected states.
MTM Center	Yes / No	Filters by MTM Center status using current platform reporting logic.

Outcomes Recommendation:

Start with Client and Policy, then apply Program and Currently Flagged for CMR. Add organization, chain, NCPDP, state, or MTM Center filters when you need a more focused network view.

Key Performance Indicators

Indicator	Description
Total Center Count	For Pharmacy Administrators, active centers regardless of opportunities or qualifying claims. For Clients, centers with active opportunities, review/resubmit claims, or unfinished claims.
Total Available Opportunities	Available CMR and TIP opportunities counted as Opportunity ID + NCPDP combinations.
Total Available CMRs	Available CMRs counted as Opportunity ID + NCPDP combinations. A primary count is shown as a supporting value.
Total Available TIPs	Available TIPs counted as Opportunity ID + NCPDP combinations. A primary count is shown as a supporting value.
Total Unfinished / Review Resubmit	Claims in unfinished or review/resubmit status for active pharmacies.
Estimated Potential Revenue	Potential revenue calculated once per distinct Opportunity ID. Pharmacy Administrator view only.
Total Unique Available Opportunities	Distinct CMR and TIP Opportunity IDs, counted once even when available at several NCPDPs.
Total Distinct Available CMRs	Distinct available CMR Opportunity IDs.
Total Distinct Available TIPs	Distinct available TIP Opportunity IDs.

Outcomes Recommendation:

Use center-level opportunity KPIs to understand where work is available. Use the distinct-opportunity KPIs to understand the unique opportunity population without duplicating opportunities offered to multiple centers.

Top 10 Centers by Available Opportunities Count

Summary

This bar chart ranks the top 10 centers by distinct available opportunities at the center level. MTM Centers are displayed in descending order.

Outcomes Recommendation:

Use this chart to identify centers with the greatest available workload. Then open the Opportunities by Center extract to compare trained pharmacists, contracted status, primary opportunity counts, claim follow-up, and authorized revenue fields for those centers.

Top 10 Pharmacy Organizations by Center Count

Summary

This bar chart ranks the top 10 pharmacy organizations by the number of distinct centers with opportunities in the filtered population.

Outcomes Recommendation:

Use this chart to identify organizations with the broadest center footprint. A high center count does not necessarily indicate a high unique-opportunity count, so compare the chart with the opportunity KPIs before prioritizing outreach.

Data Table Breakdown

The Opportunities by Center extract provides center-level pharmacy, readiness, patient, opportunity, claim, revenue, and performance information. Field availability depends on the signed-in role.

Opportunities by Center Extract

Summary

Use the extract for center-level network analysis, pharmacy outreach, and operational planning. Count fields should display 0 rather than null when no value exists.

Data Group	Fields and Measures
Center identity	NCPDP; Pharmacy Organization Name; Chain Code; Chain Name; Pharmacy Name
Center classification	Pharmacy Type for Client users; MTM Center for Client users
Location and contact	Address; City; State; ZIP Code; Phone; Fax
Readiness	Contracted; Trained RPhs; Linked Techs for Pharmacy Administrators
Patients	Total Unique Patients; Total Unique Primary Patients
CMR	Total CMR Opportunities; Total Primary CMR Opportunities; CMRs Scheduled
TIP	TIP Opportunities; Primary TIP Opportunities
Claims	Unfinished Claims; Review/Resubmit
Revenue	Total Available CMR Revenue; Total Available Primary CMR Revenue; Total Available TIP Revenue; Total Available Primary TIP Revenue for Pharmacy Administrators
Performance	Performance Score for Pharmacy Administrators

Outcomes Recommendation:

Use center-level rows for operational follow-up. Do not sum center-level opportunity or revenue values to estimate a unique opportunity population because the same opportunity can be available at multiple NCPDPs. Use the distinct KPIs for deduplicated reporting.

Exporting Report Data

Apply the desired filters, open the Opportunities by Center extract, and use the table export option. The exported fields and rows reflect the active filters and the signed-in role.

Confirm Client, Policy, and Currently Flagged for CMR selections before exporting.
Use NCPDP or pharmacy hierarchy filters when the export is intended for targeted center outreach.
Verify role-restricted fields, including revenue, Linked Techs, Pharmacy Type, MTM Center, and Performance Score.
Handle exported patient, pharmacy, and financial information according to applicable company and client requirements.

Outcomes Recommendation:

Keep the active filters with the exported file or document the population separately so users can reproduce the same center counts and measures.

Role-Based Access and Interpretation Notes

Role	Report Access and Fields
Client	Summary and center extract. Includes Pharmacy Type and MTM Center; excludes Pharmacy Administrator-only revenue, Linked Techs, and Performance Score fields.
Pharmacy Administrator with PHI	Summary and center extract with Pharmacy Administrator-authorized readiness, revenue, and performance fields.
Pharmacy Administrator without PHI	Summary and non-PHI center extract. Report access is allowed, but field visibility follows non-PHI permissions.

Topic	Guidance
Active pharmacy scope	Unfinished and review/resubmit counts may differ from the MTM Claims Report because Opportunities by Center includes those claims only for active pharmacies. The MTM Claims Report includes claims for active and inactive pharmacies.
Center count logic	Pharmacy Administrator Total Center Count includes active centers regardless of opportunities or qualifying claims. Client Total Center Count requires active opportunities, review/resubmit claims, or unfinished claims.
Opportunity grain	Total Available Opportunities, CMRs, and TIPs count Opportunity ID + NCPDP combinations. Distinct KPIs count Opportunity IDs once.
Revenue grain	Estimated Potential Revenue is calculated at distinct Opportunity ID level. Center-level revenue fields support center analysis and can repeat an opportunity across centers.
Null handling	Count fields from Trained RPhs through Review/Resubmit should display 0 instead of null when there is no value.