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uSteps demo: PCSP report portal, plan versions and new toggle options
Summary
uSteps staff demonstrated how to locate PCSP reports in the report portal and explained upcoming options to toggle off sections to create condensed PDFs; providers will be able to run person‑specific or versioned reports from UPI.
Chad Midgley of the uSteps team walked attendees through the PCSP report in the report portal and the option to view current or historical plan versions. Midgley explained that the report ties to plan versions so users can see what the plan looked like at a given activation date, and that the portal will remember toggle selections when generating a PDF.
"The report will be long, and that's okay," Midgley said while showing a redacted 16‑page example, and he described development work to allow users to hide sections (for example, DSP purchase services or preplanning) to produce a condensed, user‑friendly view. He also said those toggle options are planned for UPI so providers may create provider‑specific views limited to their own budget lines.
