Sunshine Act reporting season shouldn't mean scrambling back through months of emails and receipts trying to reconstruct physician meals and transfers of value. CaseTrack Pro captures every transfer as it happens, validates it against the rules in real time, and exports a CMS-format CSV when reporting season arrives — so the record is already complete before anyone asks for it.
Reps log meals, travel, education, and consulting transfers from the same screen they use for cases.
Required fields, payment-nature codes, and amount thresholds checked at entry — no missed columns.
Every transfer ties to a validated NPI from your CRM — no name-matching headaches at year-end.
Generate a CMS-ready file aligned to Open Payments fields for direct upload.
Pick the physician, nature of payment, amount, and context — saved in seconds from web or mobile.
Compliance leads review queues, fix exceptions, and approve in bulk.
Download the CMS-format CSV at quarter or year-end — fully audit-logged.