Use the processor’s definition for any monitoring program and preserve the underlying counts.
Check the case
- Identify the program, region and reporting period.
- Record which transactions and disputes are included.
- Separate count-based rates from value-based rates.
- Track any notice and required action from the processor.
Program thresholds and calculation rules can change. Confirm the current rule with the provider instead of copying a percentage from a general article.
Prepare the source record
Use the evidence checklist and submission workflow. For writing, see the response guide.