Every item on your plan shows its status in words, so you never have to rely on color.
| Status | What it means |
|---|---|
| Overdue | The date has passed. Act now, and contact the Board or issuer if you are unsure where you stand. |
| Due in … days | The date is close. Most items turn "due soon" 90 days ahead; some, like CAQH re-attestation, closer to the date. |
| Confirm | The source is unclear or depends on your situation. See What "confirm with your Board" means. |
| Needs an answer | We are missing a date or a detail. Add it and the item gets a real status. |
| Due (date) | Nothing to do yet. We will remind you as the date gets closer. |
| Done | Finished for this cycle. It comes back when the next cycle starts. |
Marking something "not applicable"
If an item does not apply to you, you can hide it as not applicable. You can undo that at any time.
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