TIP Performance Report – Help with this Report

Document Scope

The TIP Performance Report helps users monitor Targeted Intervention Program (TIP) opportunity volume, pharmacy activity, completion results, and unresolved opportunities. The report combines a high-level Summary with detailed breakdown tabs that allow users to compare performance by TIP, policy, organization, TIP group, and MTM center. All metrics reflect the filters currently applied to the report. Start with the Summary to review overall performance and trends. Then use TIP Breakdown, Policy Breakdown, Organization Breakdown, TIP Group Breakdown, or MTM Center Breakdown to identify the groupings contributing to those results.

Document Purpose

This guide describes all potential filters, metrics and visuals featured in the report but availability of some report features is based on user role type and access. As a result, some filters, visuals, or breakdown tabs described here may not appear in every user’s view of the report. Use the sections that follow as a reference for what each filter, metric, and visual represents and how to apply them when analyzing performance.

Available Filters

Use the filter panel at the top of the report to refine the population and measurement scope. Selections apply to the Summary and breakdown tabs. Options available in one filter may be affected by selections made in another filter.

Filter	Type	Description
Date Range	Date	Use the date range in a number of ways to modify the reporting period. Use “Between” and choose from a custom set of dates or choose “Last” if you want to quickly view the last two quarters of performance. Note: Previous period will automatically mirror whichever dates are selected in the date range with the same dates in the previous year. Example a date range of 1/1/2026-3/31/2026 will auto select a previous period of 1/1/2025-3/31/2025
Client Name	Multi-select	Use the Client name filter to narrow the report down to a certain set of clients. The filter will show all clients available to the user. Default to all
Policy Name	Multi-select	Use the Policy name filter to focus the report onto a subset of the full population. The filter will show the list of policies available to the user. Default to all
Organization Name	Multi-select	Use this filter to narrow the performance metrics down to only the performance of one or a group of pharmacy organizations. A list of pharmacy organizations available to the user for selection. Default to all
TIP group	Multi-select	Use this filter to narrow the performance metrics to one or more TIP Groups. TIP Groups are groupings of similar TIPs- for example Needs Refill or Needs Drug Therapy—that allow you to quickly filter without selecting each individual TIP.
Member IDs	Multi-select	Use this filter to find CMR performance data down to a unique patient or multiple patients in a cohort. Default to all
Center name	Multi-select	A list of centers that had CMR eligible patients available to the population available to the user for reporting. Default to all
TIP status	Multi-select	Use this filter to narrow results based on whether the TIP is active or expired. Default to all
TIP source	Multi-select	Use the TIP Source filter to narrow the report based on where the TIP was sourced from—either Outcomes identified, or client Direct TIPs. Default to all.
TIP availability age in days	Numeric Free Text	Use this filter to narrow the result of the report and find only TIPs that were available for a certain day range. For example, enter 7 to view results only for TIPs that have been/ were available for at least 7 days. Note: When applying this filter, TIPs that were attempted before the specified days aging will still be counted. Example: Setting a aging filter of 7 days means the Total Opportunities will count any TIP available at least 7 days + any TIP that was attempted prior to meeting 7 days of availability.
Targeted Opportunity Type	Multi-select	Use this filter to determine if results include just TIPs or TIPs + Tasks. Default selection varies based on your role.
Show opportunities	Radio	Generated in Date Range: Results will include only TIP Opportunities generated within Date Range Available in Date Range: Results will include any TIP available within Date Range, even if it was generated before Date Range
Show outcomes	Radio	Available in Date Range: Show activity on all opportunities matching Date Range, even if activity happened after end of date range Occurring within Date Range: Only count Outcome if it occurred during Date Range
Primary patients only	Toggle	True: Narrow the results of the report to represent only performance of TIP opportunities by the patient’s primary pharmacy False: Include results from any pharmacy. Default to false.

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.

Key Performance Indicators

Summary

The top of the Summary tab displays six key performance indicators. Each KPI is calculated using the active report filters and includes a comparison with the previous period where shown.

Note: Summary tab KPI cards and TIPs Over Time view.

Metric	Working definition
Total Opportunities	Total TIP opportunities included by the active report filters.
Attempted	Opportunities submitted with any result
Attempt Rate	Attempted divided by Total Opportunities.
Completed	Opportunities that achieved a successful final outcome. Subset of Attempted
Completion Rate on Attempts	Completed divided by Attempted.
Completion Rate on Opportunities	Completed divided by Total Opportunities.

Outcomes Recommendation:

Use Attempt Rate to understand whether pharmacies are engaging available opportunities. Use Completion Rate on Attempts to understand success after engagement. Use Completion Rate on Opportunities to understand completion across the full opportunity population. Review all three together rather than relying on one rate in isolation.

TIPs Over Time

TIPs Over Time provides a longitudinal view of the selected metric, comparing the current period with the previous period. Use the controls below to change how the performance measure is displayed.

Controls

Control	Purpose
Metric	Use this control to select the metric that will be visualized into the graph.
View Type	Use this control to modify the visual to represent the data either as cumulative for the date range or non-cumulative aggregation of the data.
Metric Type	Use this control to select the metric that will be visualized into the graph.

Outcomes Recommendation:

Use a cumulative view to compare overall progress through the reporting period. Use a non-cumulative interval view when investigating when changes in activity occurred.

TIP Opportunity Journey

Summary

The TIP Opportunity Journey visual shows how TIP opportunities move through major reporting states. The width of each flow represents the relative volume moving from one state to another under the active filters.

Note: TIP Opportunity Journey followed by the Activity Comparison section.

Journey element	How to interpret it
Attempted	Opportunities submitted with any result
Available	Opportunities that have not been attempted and remain available.
Expired	Opportunities that expired before activity was taken
Review & Resubmit	Opportunities that were submitted but are awaiting user revision after QA review
Rejected	Opportunities that were submitted but were rejected after QA review
Unfinished	Opportunities that a center has started work on but not yet submitted
Withdrawn	Opportunities removed before activity was taken.
Completed	Opportunities that achieved a successful final outcome. Subset of Attempted
Unsuccessful	Opportunities that were submitted with an unsuccessful final outcome. Subset of Attempted.
No Intervention Needed	Opportunities submitted with a result of No Intervention Needed. Subset of Unsuccessful.
Patient Refused	Opportunities submitted with a result of Patient Refused. Subset of Unsuccessful
Prescriber Refused	Opportunities submitted with a result of Prescriber Refused. Subset of Unsuccessful
Unable to reach Patient	Opportunities submitted with a result of Unable to reach Patient. Subset of Unsuccessful.
Unable to Reach Prescriber	Opportunities submitted with a result of Unable to reach Prescriber. Subset of Unsuccessful.
Validation Eligible	Opportunities that were eligible to be considered for service validation. Subset of Completed.
Not Validation Eligible	Opportunities that were not eligible to be considered to service validation. Subset of Completed.

Outcomes Recommendation:

Use the journey to locate the largest point of opportunity loss. A large unattempted flow suggests an engagement opportunity, while a large unsuccessful flow suggests reviewing outcome reasons and the TIPs or centers driving those results.

Activity Comparison

Summary

Activity Comparison displays the proportional mix of Completed, Unsuccessful, and Unattempted opportunities for the previous period and current period. This view helps distinguish whether engagement and success is increasing or decreasing over time.

Metric	Working definition
Completed	TIP opportunities counted as completed.
Unsuccessful	TIP opportunities attempted but with an unsuccessful disposition.
Unattempted	TIPs not attempted.

Note: Activity Comparison and Top 10 Centers and TIP Groups.

Outcomes Recommendation:

Remember that many factors can lead to changes in engagement and success. Changes to type or mix of TIPs deployed, targeting logic, and pharmacy utilization patterns can all influence the trending. This visual give a good insight, but explaining the trend can take additional investigation.

Top 10 Views

Summary

The Top 10 section ranks the leading Centers, TIP Groups, Organizations, and Policies for the selected metric. A shared metric selector allows the user to change the measure used by the Top 10 visuals.

Metric	Definition
Opportunities	Total TIP opportunities included by the active report filters.
Attempted	Opportunities submitted with any result
Completed	TIP opportunities counted as completed.
Attempt Rate	Attempted divided by Total Opportunities.
Completion Rate	Completed divided by Total Opportunities.

Outcomes Recommendation:

Start with Opportunities to identify where the largest volume exists, then switch to Attempted, Completed, or a rate measure to evaluate performance. High volume does not necessarily indicate high or low performance, so compare counts and rates together.

Data Table Breakdowns

The breakdown tabs provide the same core performance metrics at different row grains. Use these tabs to move from the Summary view into the level of detail needed for analysis or export.

Breakdown tab	Export row grain
TIP Breakdown	TIP title
Policy Breakdown	Policy - Policy Name
Organization Breakdown	Pharmacy Organization Name
TIP Group Breakdown	TIP Group
MTM Center Breakdown	Pharmacy Name

To Export a table, hover over the table and access the additional options to select Export. Select the file type, and the download will begin.

TIP Breakdown

Each row represents a TIP title. The remaining columns present the common TIP performance measures for that grouping.

Policy Breakdown

Each row represents a policy. The remaining columns present the common TIP performance measures for that grouping.

Organization Breakdown

Each row represents a pharmacy organization. The remaining columns present the common TIP performance measures for that grouping.

TIP Group Breakdown

Each row represents a TIP group. The remaining columns present the common TIP performance measures for that grouping.

MTM Center Breakdown

Each row represents an MTM center or pharmacy. The remaining columns present the common TIP performance measures for that grouping.

Outcomes Recommendation:

Use the breakdown that matches the question being answered. For example, export TIP Breakdown to compare intervention types, Policy Breakdown to review plan-level results, and MTM Center Breakdown to review center-level activity.

Data Available in Breakdown Exports

All breakdown exports use the same performance columns; only the first grouping column changes. The definitions below explain the data available in each export.

Field	Working definition
Grouping field	TIP title, policy, pharmacy organization, TIP group, or pharmacy name, depending on the selected tab.
TIP Opportunities	Total TIP opportunities included by the active report filters.
Attempted	Opportunities submitted with any result
Attempt Rate	Attempted divided by Total Opportunities.
Unfinished	Opportunities that a center has started work on but not yet submitted
Withdrawn	Opportunities removed before activity was taken.
Expired	Opportunities that expired before activity was taken
Available TIPs	Opportunities that have not been attempted and remain available.
Review & Resubmit	Opportunities that were submitted but are awaiting user revision after QA review
Rejected	Opportunities that were submitted but were rejected after QA review
Completed	Opportunities counted as completed.
Completion Rate	Completed divided by Total Opportunities.
Completion Rate on Attempts	Completed divided by Attempted.
Unsuccessful	Opportunities that were submitted with an unsuccessful final outcome. Subset of Attempted.
Patient Refusal	Opportunities submitted with a result of Patient Refused. Subset of Unsuccessful
Prescriber Refusal	Opportunities submitted with a result of Prescriber Refused. Subset of Unsuccessful
Patient Unable To Reach	Opportunities submitted with a result of Unable to reach Patient. Subset of Unsuccessful.
Prescriber Unable To Reach	Opportunities submitted with a result of Unable to reach Prescriber. Subset of Unsuccessful.
NIN	Opportunities submitted with a result of No Intervention Needed. Subset of Unsuccessful.

Items Requiring Final Validation

The following items are intentionally marked for confirmation before the guide is released externally:

Formal definitions and source logic for each status and unsuccessful-result category.
Exact behavior of Show opportunities, Show outcomes, and TIP availability age in days.
Complete option lists for the TIPs Over Time controls and the Top 10 metric selector.
Previous-period calculation used by each Summary visual.
Approved Power BI export steps and confirmed export behavior.
Data refresh timing and any approved explanation of differences from legacy TIP Performance.