Workflow Details Report - Data Specification

Workflow Details Report - Data Specification Document
File Name:	Workflow Details Report
File Accessibility:	Available via Outcomes Client Reporting Platform to authorized client users and pharmacy administrators with PHI access
Last Updated:	46322
Data Refresh Frequency:	Near Real Time
Purpose	Provide claim-level visibility into adherence barriers, SDOH assessments, lab and health-test details, and other workflow-specific survey responses.
Intended Use	Support analysis of member-reported barriers, documented interventions, screening outcomes, health-test information, and survey responses while retaining claim, member, client, policy, and pharmacy context.
Tab Indicator	“All tabs” identifies fields shared across Adherence Barriers, SDOH, Lab Details, and Additional Responses. A named tab identifies a tab-specific field.

Element Number	Report Tab	Element name on report	Business Definitions	Example	Historical Mapping
1	All tabs	Claim ID	Unique claim identifier tied to the service.	189784011
2	All tabs	Opportunity Title	Title of the opportunity associated with the claim.	Needs Medication Assessment
3	All tabs	Reason Description	Description of the service reason associated with the claim.	Adherence - Underuse of medication
4	All tabs	Service	Service associated with the claim.	TIP
5	All tabs	Service Category	Category of the service associated with the claim.	Needs Medication Assessment
6	All tabs	Service Status	Recorded status of the associated service.	Completed
7	All tabs	Result Description	Additional information about the recorded service result.	Successful service
8	All tabs	Status	Current state of the MTM claim within the submission and approval process.	Approved
9	All tabs	Encounter Date	Date the result was determined.	10/20/2026
10	All tabs	Submitted Date	Date and time the claim was initially submitted. This is a static date.	10/20/2026 10:15 AM
11	All tabs	Program Name	Program associated with the service.	Example Program
12	All tabs	Member ID	Identifier for the eligible member.	123456789
13	All tabs	MBI	Medicare Beneficiary Identifier, when applicable.	1EG4TE5MK73
14	All tabs	Carrier	Carrier identifier associated with the member population.	100
15	All tabs	Account	Account identifier associated with the member population.	200
16	All tabs	Group	Group identifier associated with the member population.	300
17	All tabs	PBP	Plan Benefit Package number under which the patient is eligible.	001
18	All tabs	CMS Contract	CMS contract number under which the patient is enrolled.	H1234
19	All tabs	Patient First Name	Patient first name.	Jill
20	All tabs	Patient Last Name	Patient last name.	Doe
21	All tabs	Patient Date of Birth	Patient date of birth.	01/02/1950
22	All tabs	Patient Address 1	Patient street address.	123 Main Street
23	All tabs	Patient Address 2	Additional patient address information, when applicable.	Apt. 1
24	All tabs	Patient City	Patient city.	Hometown
25	All tabs	Patient State	Patient state.	IA
26	All tabs	Patient Phone	Patient phone number.	123-456-7891
27	All tabs	Patient Zip Code	Patient ZIP Code.	12345
28	All tabs	Client ID	Identifier associated with the client.	234
29	All tabs	Client Name	Client name.	Example Client
30	All tabs	Policy ID	Outcomes payer group identifier.	2061
31	All tabs	Policy Name	Outcomes payer group name.	Example Policy
32	All tabs	Chain Code	Code associated with the pharmacy chain.	603
33	All tabs	Chain Name	Name of the pharmacy chain.	Example Chain
34	All tabs	Pharmacy Organization Name	Name of the pharmacy organization.	Example Pharmacy Organization
35	All tabs	NCPDP	MTM center or pharmacy NCPDP identifier.	1234567
36	All tabs	Pharmacy Name	Name of the MTM center or pharmacy.	Example Pharmacy
37	All tabs	Pharmacy City	Pharmacy city.	Hometown
38	All tabs	Pharmacy State	Pharmacy state.	IA
39	Adherence Barriers	Adherence Barrier	Adherence-related barrier documented for the claim.	Forgets to take on routine days	Replaces historical individual adherence-barrier indicator fields from MTM Claims.
40	Adherence Barriers	Adherence Response	Recorded response or intervention associated with the adherence barrier. More...	Provided patient education; provided reminder tools
41	SDOH	SDOH Question	Social determinants of health assessment question presented during the service.	What is your living situation today?	Replaces historical individual SDOH question fields from MTM Claims
42	SDOH	SDOH Response	Member-reported response to the SDOH assessment question.	I have a steady place to live
43	SDOH	Action Taken	Documented follow-up action associated with an identified social need.	Customized patient resources provided
44	SDOH	Intervention Date	Date the SDOH intervention was performed, when recorded.	10/20/2026
45	Lab Details	Health Test	Name of the health test or monitoring activity.	Hemoglobin A1c	Replaces historical LAB HEALTH TEST field from MTM Claims
46	Lab Details	Health Test Unit	Unit associated with the recorded health test value, when recorded.	%
47	Lab Details	Health Test Value	Recorded health-test result or response. Records without a Health Test Value ...	7.2	Replaces historical HEALTH TEST VALUE field from MTM Claims
48	Lab Details	Administered Date	Date the test was administered.	10/20/2026
49	Additional Responses	Survey Question	Workflow item or survey question presented during the service.	Can the patient communicate why they take the medication?	Replaces historical workflow-specific question fields from MTM Claims
50	Additional Responses	Survey Response	Response recorded for the workflow item or survey question.	Yes	Captures the recorded response associated with the Survey Question