How To: Generate and Use a DynamicNPI 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 3 minute video on how to generate and use DynamicNPI system reports

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

Download a CSV file listing all monitored subjects and their associated monitoring products for a selected timeframe.
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.

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.

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.