One place to distribute the day's work, run it as it happens, and generate the monthly reports automatically — built for the Prevail team.
Upload each day's exports, set who's in, distribute every process — TDIs, Plan Reviews, NSA, New Payment Received, Arb, CMS Offers, Determinations, or a custom "Other" process. Save presets, accumulate saves through the day, pull back a process if needed. Investigate any visit across the quarter.
Open console →Sign in by name, see only today's visits, copy-to-start, mark Completed / Inquiry / Ineligible, take a break — all tracked. Excel-style column filters and auto-refresh keep the list current without a reload.
Open workspace →Three report types from the same data — Client (full productivity + attendance), Management (one summary tab), and Team (one senior's direct reports) — each a styled .xlsx built in the browser. A Posting section (accounts/checks/payments) appends to whichever you pick when a GoPP export is uploaded.
Open ledger →The Auditing team uploads each day's GoBP export; the page pulls the agents' CMS Inspection and Statement notes, accumulating them by quarter. Auditors classify each with a controlled Source • Field • Error-type rubric whose severities live in a Mistake Studio — feeding "which mistakes repeat, and for whom". New — in build.
Open QA →Runs free on the company Google account · agents just type their name, no logins · nothing to install.