Workflow Details Report – Help with this Report

Document Scope

The Workflow Details report provides authorized users with record-level workflow survey information and related claim details. Adherence barriers, social determinants of health (SDOH) responses, lab details, and additional workflow responses are organized into separate tabs, and the records shown depend on the signed-in user’s access, assigned permissions, and PHI access. This report supports reviewing workflow activity for a selected population, inspecting claim, member, patient, client, policy, and pharmacy information, and exporting the selected tab for an authorized business purpose.

Document Purpose

This Workflow Details Report guide describes how to navigate the report within the Outcomes Platform, apply primary and additional filters, and review each tab: Adherence Barriers, SDOH, Lab Details, and Additional Responses. Its purpose is to help users understand and use these components to find the records they need, confirm that the results match the intended population, and export the filtered data. The guide also includes the recommended workflow, the export file mapping, and a reference of the fields included in each export.

About the Report

Workflow Details provides authorized users with record-level workflow survey information and related claim details. The report organizes adherence barriers, social determinants of health responses, lab details, and additional workflow responses into separate tabs. Report records are restricted based on the signed-in user’s access, assigned permissions, and PHI access.

What you Can Do

Capability	Description
Filter results	Narrow Workflow Details by date, program, client, policy, opportunity title, service category, status, pharmacy, member, claim, health test, or survey question.
Review workflow details	Move between Adherence Barriers, SDOH, Lab Details, and Additional Responses. Service Status and Result Description are available on each tab.
Inspect record details	Review claim, workflow, member, patient, client, policy, and pharmacy information available for the selected records.
Export report data	Download the selected tab for an authorized business purpose.

How Information is Organized

Adherence Barriers: adherence-related barriers and one or more documented responses or actions for a claim.
SDOH: social determinants of health assessment responses and interventions.
Lab Details: health test information, values, units, and administered dates when recorded.
Additional Responses: workflow survey questions and their recorded responses that are not included on the other tabs.

Navigate the Report

Select Workflow Details from the left navigation. The report displays filter controls at the top and the selected tab’s record-level results below. Use the tabs above the results table to change the type of workflow information shown.

Recommended Workflow

Select filters: Start with the date range and the program, client, policy, opportunity title, service category, or status needed for the task.
Refine the population: Open Additional Filters when pharmacy, member, claim, health test, or survey-question criteria are needed.
Choose a tab: Select the tab that contains the required workflow information.
Review the details: Confirm that the records match the intended population.
Export when needed: Download only the filtered information required for an authorized business purpose.

Filter Workflow Details

Filters limit the report to the records needed for a specific review. Filter selections remain active when moving between Workflow Details tabs.

Primary Filters

Filter	Purpose
Date	Limits results by Encounter Date.
Program	Limits results to a selected program.
Client	Limits results to a selected client.
Policy	Limits results to a selected policy.
Opportunity Title	Limits results to a selected opportunity title.
Service Category	Limits results to a selected service category.
Status	Limits results by claim status. Approved and Pending Approval are selected by default.

Additional Filters

Select the filter options icon to open Additional Filters. Choose the applicable criteria, then select Apply Filters.

Filter group	Available filters
Service and workflow	Service Type, Health Test, Survey Question
Program and location	Program Name, Chain Name, Organization Name, NCPDP
Identifiers	Member ID, Claim ID

Note: Workflow Item is the approved business term. The current interface and export may display the corresponding field as Survey Question.

Review Adherence Barriers

The Adherence Barriers tab contains adherence-related survey data, claim details, documented barriers, and their associated responses or actions. When more than one response or intervention is recorded for an adherence barrier, the report displays the applicable multiple responses.

Detail area	What it may include
Barrier information	Documented adherence barriers, such as medication burden, missed doses, perceived need or effectiveness, side effects, cost, cognitive or daily-living limitations, administration difficulty, transportation, or refill delay.
Recorded responses and actions	One or more responses or interventions documented for the barrier, such as patient education, reminder tools or adherence aids, regimen simplification or adjustment, cost strategies, side-effect management, or provider contact for refill approval.
Supporting information	Claim, opportunity, service, Service Status, Result Description, status, dates, program, member, patient, client, policy, and pharmacy details.

Review SDOH

The SDOH tab contains Social Determinants of Health assessment responses and documented interventions. Information may address living situation, utilities, basic needs, food, transportation, day-to-day activities, social support, employment, and education or training. Intervention dates appear when recorded.

Review Lab Details

The Lab Details tab contains lab-related survey information. A record appears on this tab only when a Health Test Value has been recorded. Records without a Health Test Value are excluded.

Field	Description
Health Test	Name of the recorded health test.
Health Test Unit	Unit associated with the test value, when recorded.
Health Test Value	Recorded numeric result or text response.
Administered Date	Date the test was administered.

Review Additional Responses

The Additional Responses tab contains survey information not captured on the other tabs. Each row pairs a Survey Question with its Survey Response and the related claim context.

Field	Description
Survey Question	Workflow item presented during the service.
Survey Response	Response recorded for the workflow item.

Export Workflow Details

The downloaded workbook reflects the selected Workflow Details tab and the filters applied at the time of export.

Hover over the report visual to display the toolbar, then open More options to access the available export command.

Select the tab to export.
Apply and review the required filters.
Hover over the report visual to display the visual toolbar.
Open More options, represented by the vertical ellipsis.
Select the available export command and complete the displayed prompts.
Open the downloaded workbook and confirm that it contains the intended tab and filtered records.

Export File Mapping

Workflow Details tab	Downloaded workbook
Adherence Barriers	Adherence Barriers.xlsx
SDOH	Social Determinants of Health Assessment Results.xlsx
Lab Details	Encounter Lab Details.xlsx
Additional Responses	Additional Survey Responses.xlsx

Export Field Reference

Each export contains tab-specific workflow information plus supporting claim, member, client, policy, and pharmacy details. Populated fields vary by workflow and record.

Field area	What it includes
Claim and workflow	Claim ID, Opportunity Title, Reason Description, Service, Service Category, Service Status, Result Description, Status
Dates	Encounter Date, Submitted Date
Program and coverage	Program Name, Member ID, MBI, Carrier, Account, Group, PBP, CMS Contract
Patient information	Patient name, date of birth, address, city, state, phone, and ZIP Code, when authorized
Client and policy	Client ID, Client Name, Policy ID, Policy Name
Pharmacy information	Chain Code, Chain Name, Pharmacy Organization Name, NCPDP, Pharmacy Name, Pharmacy City, Pharmacy State
Tab-specific information	Adherence barriers and their recorded responses or actions; SDOH responses and interventions; lab fields; or Survey Question and Survey Response