Homestead QA Tracker

Drop funding letter here

or click to browse · .xlsx files only

Recent Imports

Funding Letter #	FL Date	Group #	Group Name	Import Date	Importer	Medical Claims	Loaded	Load %
No imports yet.

Select Funding Letter

Group

Funding Letter #	FL Date	Group #	Group Name	Import Date	Claims	Audited	Status
No funding letters imported yet.

	Claim # ▾	Type ▾	Service Date ▾	Subscriber ▾	Patient ▾	Provider ▾	Charge	Allowed	Finding ▾	Auditor ▾
Select a funding letter above to load claims.

Selection

Group

Funding Letter

Summary Output

Select a group and funding letter, then click Generate Summary.

Error Log 0 errors

Funding Letter #	Group #	Group Name	Claim #	Error Category	Error Type	Notes	Audit Date	Resolved?	Resolved Date	Days Open	Actions
No errors logged yet.

Import Log

Funding Letter #	FL Date	Group #	Group Name	Department	Import Date	Importer	Total Medical	Loaded	High $	Prior Err	Load %
No imports yet.

Add / Edit Override

Group #

QA Percentage (%)

Notes

Current Overrides

Group #	QA Percentage	Notes	Requested By	Actions
No overrides configured.

Configuration is locked

Enter the admin password to make changes.

Unlocked

Claim selection

Default QA percentage

% of medical claims per funding letter

Minimum claim count

claims (if % yields fewer)

High-dollar threshold

$ allowed amount (always included)

Auto-include prior error claims

Yes — always include unresolved prior errors

No — treat prior error claims as regular claims

Claim types included

Professional Institutional Pharmacy Invoice

Member & provider caps

Max claims per member

per subscriber ID per funding letter

Max claims per provider

per provider tax ID per funding letter

Locking & session

Funding letter lock timeout

minutes before auto-release

Configuration changes apply immediately for this session. Persistence across users and sessions requires the Power Automate backend to be connected.

Data maintenance

Recalculates each funding letter's audited-claim count directly from QA Tracker (the source of truth) and writes it to Import Log. This normally updates automatically as findings are saved — use this to populate it for funding letters imported before this feature existed, or to repair a count if an automatic update ever failed to write.

Regenerates the entire Error Log from the QA Tracker list (the source of truth). Every claim marked as an error produces one error log entry with audit date, category, type, and notes pulled directly from the tracker. Cross-funding-letter resolution is recalculated. Manual resolutions are preserved. This is fast — it doesn't re-read any file.

Bulk Import (Admin)

Enter the admin password to access bulk import.