Where to find the Documents Due tab
The Documents Due tab is located on the Clients list.
Information included on the Documents Due tab
The Documents Due tab features a list of clients with Data Matching Issues (DMIs). The list is sorted with the most recent entry first.
Comparing information in the Documents Due tab to DMI Exports
You may notice a difference between the number of records present in your DMI Export and the Documents Due tab. Here is a table to help you compare these sources of information:
| Documents Due tab | DMI Export |
Rows | Each row represents a single application
(There can be multiple DMIs per application) | Each row represents a single DMI
(This means one application could be represented by multiple rows) |
Update cadence | Every 24 hours | Every time the report is requested |
Timeframe | Active on-ex applications in the currently enrollable plan year | All DMIs with a due date in the past 2 months
All DMIs where there is no due date |
Archived status | Shows unarchived records only | Shows all applications submitted |
EDE access | Shows applications where agent has EDE access or submitted via EDE on HealthSherpa | Shows applications where agent has EDE access or submitted via EDE on HealthSherpa |
How to resolve Data Matching Issues (DMIs)
Read this Data Matching Issues article to learn how to resolve DMIs on the HealthSherpa platform.