How To: Generate and Use ProviderTrust System Reports

Summary 

This article explains the System Reports available in ProviderTrust, including where to access them, how to generate reports, and what data each report contains. It outlines pre-built audit and compliance reports, alert and monitoring reports, and custom population and alert exports, along with the available formats and filtering options for each.

Watch this 2-minute video on how to navigate the Dashboard

Overview

ProviderTrust offers a selection of pre-built System Reports located within the Reports tab, as well as customizable reports—using preset filters—available in the Alerts and Population tabs. These reports support audits, compliance tracking, and monitoring oversight by providing exportable data, trend analysis, and audit-ready documentation tailored to your organization’s needs.

Available reports include:

• Pre-Built Reports (Reports Tab):

  • Individual Audit Report

  • Compliance Letter

  • Monitor Entities

  • Alerts Over Time

  • Alert Resolution Overview

• Customizable Reports (Alerts and Population Tabs):

  • Custom Report – Population

  • Custom Report – Alerts

Accessing Pre-Built System Reports

All pre-built reports are accessible within the Reports tab of your ProviderTrust account.

To generate a report:

1. Navigate to the Reports tab.

2. Select your desired report type.

  3. Click Generate.

  4. Apply filters such as date range, provider, business unit, or network to refine your data output.

Pre-Built Reports

1. Individual Audit Report

Generates a PDF showing a monitored subject’s monitoring status and alerts for a specific date.
Includes:

• Original Start Date of monitoring

• End Date (displayed as “Ongoing” for active subjects)

Note: Future enhancements will include historical monitoring periods to reflect any pauses or restarts in monitoring.

2. Compliance Letter

This PDF outlines the services your organization has contracted with ProviderTrust and includes:

• Links to each monitored source

• A list of monitoring products and frequencies

This letter, signed by a ProviderTrust co-founder, is often used to provide auditors with official confirmation of monitoring services.

3. Monitor Entities

This is a monitoring coverage report that lists each entity (organizations and individuals) under active monitoring and shows, by month, which screening sources are switched active — CMS Preclusion, OIG/Exclusions, Licenses, NPI, OFAC, Opt-Out, and SSDMF — along with their identifiers and monitor start date. Best used to confirm who is being monitored and verify that the right screening checks are enabled for each entity, making it easy to audit coverage gaps and demonstrate the scope of ongoing compliance monitoring.
Each column displays TRUE or FALSE values to indicate whether an individual was monitored during a given month for a selected product. TRUE indicates the individual was monitored in the selected month for the selected monitor product. FALSE represents that the individual was not monitored in the selected month for the selected monitor product.

4. Alerts Over Time

This CSV report displays the total number of alerts for a specific monitor product during a selected time period—useful for tracking alert trends and identifying fluctuations over time.

5. Alert Resolution Overview

This CSV summarizes the resolution time of alerts within a given timeframe, providing insight into response performance and alert management efficiency.

Custom Reports

6. Custom Report – Population

Generate a tailored population dataset using filters to refine the data you need. This report exports key identifying information (name, NPI, SSN/TIN, DOB), license/credential information (issuer, number, expiration, and verified status/alerts/actions), NPDB findings, and ongoing monitoring dates by business unit and network. This report is best used to verify that providers in a network hold valid, unexpired, sanction-free licenses and to flag credentialing gaps or expirations for compliance and re-credentialing workflows.

1. From the Population page, click Add Filters in the top-right corner.

  2. Apply filters within the Filter Population box (1-4)

  3. Select Generate Report (5) to download a CSV containing the filtered population data.

7. Custom Report – Alerts

Create a customized alert report to analyze alert activity over a selected timeframe. This report generates alert findings from multiple monitoring sources — license verifications, OIG/exclusion lists, OFAC sanctions, the Social Security Death Master File, NPI deactivations, Medicare opt-out/preclusion lists, and other watchlists — along with the alert's review workflow (status, reviewer, date, notes, and resolution reason).
Best used to triage and document alerts so a credentialing or compliance team can prove each provider was screened, confirm whether an alert was resolved or needs review, and maintain an audit trail for regulatory and network-integrity requirements.

1. From the Alerts page, click Add Filters.

  2. Configure filters in the Filter Alerts box (1–6).

  3. Click Generate Report (7) to download a CSV file with your filtered alert data.