Medicaid TPL Dashboards

Case Payments

All Payments Overview & Details

A graphical overview of the fund recovery classification data. Shows the number of checks received and payments received per category and check type on a month-by-month basis. Also shows the specific checks and individual breakdown similar to the Classification report. This table can be exported to either .csv or .xslx.

link: https://app.powerbi.com/links/altWmoDJ3k?ctid=d560165e-85d7-436f-a978-c588cf12ebe1&pbi_source=linkShare

Estate Dashboards

Estate Case Inventory & Payment Recovery

Monitor estate inventory, outstanding balances, and high-balance cases through interactive visualizations and detailed case-level reporting. Analyze balance trends, compare Approved and Pending estates, and identify priority cases for review and follow-up. Track estate recovery performance by analyzing payment collections, recovery timelines, and recovery trends over time. Identify cases with delayed or missing recoveries, measure collection effectiveness, and evaluate how quickly recoveries are being achieved across the portfolio.

link: https://app.powerbi.com/links/Z4D6CulIaJ?ctid=d560165e-85d7-436f-a978-c588cf12ebe1&pbi_source=linkShare [app.powerbi.com]

Casualty Dashboards

Casualty Inventory

Tracks casualty case volume, claim financials, and cost/utilization patterns for Medicaid third-party liability recovery. Use it to monitor intake vs. closures, review billed and recoverable totals by claim type, and spot claims or providers with unusual cost patterns.

link: https://app.powerbi.com/links/rcvW9aMTFL?ctid=d560165e-85d7-436f-a978-c588cf12ebe1&pbi_source=linkShare [app.powerbi.com]

Medicaid TPL Reports

CasEstSnt_ExportReport

Exportable, audit-ready claim detail listings across the Casualty, Estate Recovery, and Special Needs Trust (SNT) programs. Use it to pull filtered, row-level claim data to Excel for review, audit, or downstream reporting.

link: https://app.powerbi.com/links/dhjDorHksu?ctid=d560165e-85d7-436f-a978-c588cf12ebe1&pbi_source=linkShare [app.powerbi.com]