How To: Review DynamicNPI Monitor Alerts

Summary 

ProviderTrust provides 24/7 access to monitoring alerts, with optional daily emails for alerts in Needs Review status. Alerts can be accessed via the Dashboard or Alert tabs, with search and filter options by provider, NPI, status, or timeframe. Each alert includes an Overview, Primary Source Data, and Client-Supplied Profile Data for comparison. Status History records all updates, while notes and status changes are timestamped and audit-ready. Organizations can track, document, and resolve alerts directly within the platform.

Watch this 3 minute video on how to review DynamicNPI Monitor Alerts

Overview

Monitoring alerts in ProviderTrust notify your organization of new or updated information that may require review. The platform enables users to track, document, and resolve these alerts in real time, maintaining complete visibility and compliance documentation.

Accessing Alerts

From the Dashboard

On the Dashboard, select any category within the Alerts Overview section to view alerts by their current status.

To review your alerts, you can click any of the categories in the Alerts Overview section.

From the Alerts Tab

You can access all alerts by selecting the Alerts tab.
Here, users can:

• Search by Individual Name, NPI, or External ID

• Apply filters to refine results by Alert Type, Business Unit, Status, or Provider Type (Active or Termed)

All newly generated alerts will appear with the status Needs Review. 

Reviewing an Alert

Clicking on an alert opens the Alert Details page, which contains key sections for investigation and documentation.

Alert Overview

At the top of the page, the alert overview displays:

• Source – The data source where the alert originated

• Result – The verification outcome

• Creation Date – When the alert was generated

Primary Source and Profile Data

Below the overview, two data panels provide a side-by-side comparison:

• Primary Source Data (left): Displays match criteria, license or exclusion details, and a link to the source of truth.

• Subject Profile Data (right): Displays the information your organization provided, allowing you to easily identify discrepancies or updates needed.

This layout enables quick verification of alert accuracy and simplifies review workflows.

Tracking Status and Adding Notes

At the bottom of the Alert Details page, the Status History section logs all updates related to the alert.

Status History Overview

This section displays:

• Progress Statuses (e.g., Needs Review, Under Review, Resolved)

• User Notes associated with each update

By clicking the Update Status button, users can record new statuses and add context through notes.

Important:

• All notes and status updates are automatically timestamped and logged for audit purposes.

• Once entered, notes and statuses cannot be edited or deleted to preserve data integrity and compliance documentation.

The Alerts History section located beneath the Status History displays all other active or historical alerts associated with the individual selected.

If any corrections are required to provider data, please submit updates through your Individual File Upload or API integration.

Important:

• When alert data changes, the alert will automatically revert to Needs Review status.

• All alerts must be reviewed and cleared—even when the license renews or returns to an Active status.