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, attestation letters, alert and monitoring reports, and configurable population and alert exports, along with the available formats and filtering options for each.

Overview

ProviderTrust offers a selection of pre-built System Reports located within the Reports tab, as well as configurable 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

  • Exclusion Attestation Report

  • Monitored Entities

  • Alerts Over Time

  • Alert Resolution Overview

• Configurable Reports (Alerts and Population Tabs):

  • Configurable Report – Population

  • Configurable 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 the available options, such as date range, provider, business unit, or network, to refine your output. The options vary by report.

Note: The Individual Audit Report allows you to search by name, NPI, TIN, or External ID.

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)

When generating an Individual Audit Report, you can optionally include user-generated notes on exclusion alert records. This option is off by default — select it when generating the report to include it.

When enabled, the report adds a User Notes table below the Alert section, listing:

• Date: When the note or status update was entered

• Review Status: The alert's status at the time the note was added

• User: Who entered the note

• Note: The note text

Notes are listed most recent first.

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. It confirms the services you’ve contracted, not the results for a specific period. For results, use the Exclusion Attestation Report below.

3. Exclusion Attestation Report

Generates a signed PDF letter confirming that your population was monitored for exclusions during a date range you select. Use it to give an auditor evidence that monitoring took place and to show the results. 

The letter includes:

• The date range covered and a statement of the exclusion matches found
• A description of the exclusion monitoring program, including the sources searched (OIG LEIE, SAM.gov, and all available state exclusion lists)
• A Summary of Findings with the total providers monitored for exclusions and the total matched exclusions identified
• A signature from ProviderTrust’s President and Co-Founder

To generate the letter:

1. Navigate to the Reports tab.
2. Locate Exclusion Attestation Report and click Generate.
3. Select a start date and end date that match your audit period.
4. Download the PDF.

Things to know:

• Any date range works. Choose one that matches your audit window. It isn’t limited to six months.
• It covers all exclusion sources. You can’t limit the letter to a subset, such as state lists only.
• It shows counts, not names. To see who was matched, review the alerts for the same dates in the Alerts tab (see How To: Review Monitor Alerts), or export them with Configurable Report – Alerts below.

4. Monitored 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 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.

5. 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.

6. Alert Resolution Overview

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

Configurable Reports

7. Configurable 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.

8. Configurable Report – Alerts

Create an 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.