Reconcile portal download
Upload today’s portal sheet. New cases are added, cases whose balance comes back are reopened, and fully paid ones move to the archive.
ruleColumns and statuses
The app finds columns by name, even if the portal renames them. Check them here. Changing anything re-runs today’s reconcile; your edits made today are kept.
Which statuses mean the claim is paid? A case is resolved only when its status counts as paid and its balance is zero or less.
Outstanding cases
Total balance:
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Date-wise open cases
infoAdmin values: leave blank, “Erroneous Requested”, or “Close”. Close moves the case to the archive. A case paid in full on the portal is archived automatically, and comes back if the portal later shows a balance again. Use Save tracker (.xlsx) regularly as your own backup.