WORKS WITH ALL 3 SHEETS: Claims · Coding · Credentialing — paste one sheet at a time
⚠️ Important — Date format: Please format your Date column as YYYY-MM-DD (e.g. 2026-04-06) before pasting. In Excel: select the Date column → Format Cells → Custom → type YYYY-MM-DD. In Google Sheets: Format → Number → Custom date and time → YYYY-MM-DD.
Import History
By Member
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Productivity Goals
Team Weekly Summary
Archive History
Bi-monthly snapshots — download as PDF or CSV
Settings
Team Members
Members
Admin Accounts
Admins
Experience Levels & Goals
Experience Levels
Goals per Level & Role
Daily claim targets
Teams
Teams
Leaderboard Settings
Allow members to see Overall leaderboard
If off, members only see their team's leaderboard
Role Types
Roles
Add Team Member
Add Admin Account
Edit Admin Account
Add Experience Level
Add Team
Add Role Type
Edit Member
Set Productivity Goals
Set daily claim targets per role. Leave 0 to skip tracking for that role.