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Territory: BMS Month: « Mar 2026 » Company: SVC [x] Ticket: all User: all Type: Remote [x] Role: all Bill: all Timesheet: all  3/2 3/9 3/16 3/23 3/30 Board: all Entry Status: all Ticket Status: all Issue: all [reset] Progress: 0% (0 of 1)

row id Terr Company User Date Day Start End Actual Billed Deduct Inv Amt Work Type Work Role Bill Timesheet Board Entry Status Ticket Status Ticket # Ticket Summary Int Notes Audit Done Audit Notes Notes # issues all issues errors warnings notices
1 36445 BMS SVC dlovato 3/11 12:35 pm 1:27 pm 0.87 1.00 0 125.00 Remote Standard Technician Billable 3/9 Help Desk 2.1 Billed -Closed 71678 Joaquin issue with Crystal PM 0 * Contacted Felicity * Received instructions to contact Joaquin via teams * He replicated scenario and states it works fine for Felicity, same scenario * Started 3 weeks ago. He has been sending the 0.00 Sphere issue orders over to Felicity * Attempted repair of Crystal PM * Joaquin will test and let me know if the issue returns * Will likely need to contact Cystal PM support if the repair didn't fix 0
2 36457 BMS SVC dlovato 3/11 2:18 pm 3:35 pm 1.28 1.50 0 187.50 Remote Standard Technician Billable 3/9 Help Desk 2.1 Billed -Closed 71678 Joaquin issue with Crystal PM 0 * After repairing, Crystal PM wasn't launching at all * Attempted reboot * Ini file need to be renamed in c:\\program files \(x86\)\\CrystalPM * After getting Crystal working, the same issue persists * Going to update Felicity 0
3 36410 BMS SVC fdrewett 3/10 3:30 pm 4:15 pm 0.75 0.75 0 93.75 Remote Standard Technician Billable 3/9 Help Desk 2.1 Billed -Closed 71691 Medicare Connectivity Questions 0 Reviewed CMS HETS Trading Partner Agreement \(TPA\) Appendix C – Connectivity with client. Investigated connectivity options \(Extranet vs. Internet\), X.509 digital certificate requirements, and how HETS connectivity relates to client's M365 environment. Researched client's practice management software \(CrystalPM\) and determined that CrystalPM uses Trizetto as its clearinghouse for 270/271 Medicare eligibility transactions. Trizetto is already an established HETS trading partner and handles HETS connectivity on the client's behalf — meaning a direct HETS TPA is likely not required for their current setup. Advised client to verify with the party who initiated the TPA request \(CMS, consultant, or other\) to confirm whether a direct connection is actually needed before proceeding with obtaining an X.509 certificate or submitting this form. Provided MCARE Help Desk contact \(866-324-7315\) for follow-up. Time: 0.75 hrs 1 Notices: Notes: Notes longer than 500 characters Notes: Notes longer than 500 characters
4 35870 BMS SVC rclingan 3/4 8:16 am 8:31 am 0.25 0.25 0 31.25 Remote Standard Technician Billable 3/2 Help Desk 2.1 Billed -Closed 70810 Question 0 send cruzita zip file of all of christin shared documents cruzita will go through these and note any important files that we may need to get updated copies of before deleting this account. 0
5 36538 BMS SVC rclingan 3/12 1:00 pm 1:15 pm 0.25 0.25 0 31.25 Remote Standard Technician Billable 3/9 Help Desk 2.1 Billed -Closed 71783 Remove dana access 0 removed dana from ninja remote access 0
6 36545 BMS SVC rclingan 3/12 2:49 pm 3:04 pm 0.25 0.25 0 31.25 Remote Standard Technician Billable 3/9 Help Desk 2.1 Billed -Closed 71783 Remove dana access 0 delegate dana email to cruzita as well as onedrive files 0
7 37410 BMS SVC rclingan 3/25 8:39 am 8:45 am 0.10 0.25 0 31.25 Remote Standard Technician Billable 3/23 Help Desk 2.1 Billed -Closed 73193 a-4911 scanner issues 0 did remote troubleshooting had evie check scanner switch at the back to ensure it is on the right mode power cycle scanner check twain scanner settings in crystal scans still not coming through 0
8 37451 BMS SVC rclingan 3/25 2:17 pm 2:57 pm 0.67 0.75 0 93.75 Remote Standard Technician Billable 3/23 Help Desk 2.1 Billed -Closed 73218 RDP issues 0 worked on sandia RDS server and cleared out old instances running updated crystal as it had not updated to the new version that the server is running notified meg that her team is able to sign back in. 0

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36410 - fdrewett - 3/10 3:30 pm - 71691 - Medicare Connectivity Questions
Notes longer than 500 characters