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Manual Claims Dashboard

Mediteam Medical Billing — v19
Connecting to SharePoint…
Row colour = invoice age: 7–13 days 14–29 days 30+ days Due Date column is a follow-up reminder only.
Date of Invoice DOS Doctor Fund Invoice No. Patient Reason Case / Portal Notes / F/up Due Date Status Actions
Date of Invoice DOS Doctor Fund Invoice No. Patient Reason Case / Portal Notes / F/up Resolved Date Resolution Note Actions

Monthly Import Workflow

  1. Run build_unresolved_report.py to generate the Wren Unresolved Invoices Excel.
  2. Click Select Unresolved Report and choose the Excel (.xlsx) or CSV file.
  3. The dashboard cross-references every invoice against active and resolved lists.
  4. Invoices older than 30 days and not already tracked are auto-added to Active Claims with a Requires Attention flag.
  5. A summary shows how many were added, already tracked, and skipped.

Import Complete