Primary Report Screen





 

Report Name

Function

Required Parameters

Optional Parameters
Health Plan Enrollment Census Detail Report This report lists each individual in the selected group, location, or unit along with their most recent enrollment in MED, DEN, and VIS plans.
  • Group or Location or Unit
  • Effective Date
  • Include Terminated Employees
  • Include COBRA Employees
  • List Dependents
    • Health Plan Enrollment Census Summary Report This report lists the group, location, and unit summaries only, of the Health Plan Enrollment Census Detail Report.
  • Group or Location or Unit
  • Effective Date
  • Include Terminated Employees
  • Include COBRA Employees
  • List Dependents
    • Health Plans Enrollment and Premium Detail Report This report lists each individual in the selected group, location, or unit, along with the Premium in MED, DEN, or VIS Plans. This report can be produced in electronic form (tab-delimited table in a file).
  • Group or Location or Unit
  • Effective Date
  • Include COBRA Employees
  • Electronic
    • Health Plans Enrollment Type Summary Report This report lists the group, location, and unit summaries of each Enrollment Type, Option, and MED, DEN, or VIS Plan.
  • Group or Location or Unit
  • Effective Date
  • Include COBRA Employees
    • Dependents Exceeding Age Limit Report This report lists each dependent who exceeds the Dependent and Student age limits for a specific plan, and includes applicable summaries for that data set.
  • Group or Location or Unit
  • Effective Date
  • Plan ID
  • Include COBRA Employees
    • Delinquent COBRA Payments Report This report lists the COBRA people in the specified group, location, or unit, who have delinquent COBRA Payments, and includes applicable summaries.
  • Group or Location or Unit
  • Effective Date
  • None
    • Employment Terminations and COBRA Notification Report This report lists individuals from a selected group, location, or unit who have been terminated within the date parameters of the report. This report will also include pertinent COBRA information and dates.
  • Group or Location or Unit
  • Effective Date
  • End Date
  • None
    • Generate Pending Medical ID Cards This feature generates pending Medical ID Cards for the selected group, location or unit.
  • Group or Location or Unit
  • Effective Date
  • None
    • Generate Pending Dental ID Cards This feature generates pending Dental ID Cards for the selected group, location or unit.
  • Group or Location or Unit
  • Effective Date
  • None
    • Medical Premium vs Cost Detail Report This report measures the premium vs cost ratio of individuals from the selected group, location, or unit.
  • Group or Location or Unit
  • Effective Date
  • End Date
  • None
    • Medical Premium vs Cost Summary Report This report lists the group, location, and unit summaries only, of the Medical Premium vs Cost Detail Report.
  • Group or Location or Unit
  • Effective Date
  • End Date
  • None
    • Claims Summary by Benefit Line This report compiles a summary of claim cost by benefit line, and summarizes the information by option, plan and group.
  • Group or Location or Unit
  • Effective Date
  • End Date
  • Collapse Benefit Lines
    • Claims Lag Analysis This report produces a table describing claims lag within the date requirement period, for each group and option specified.
  • Group or Location or Unit
  • Effective Date
  • End Date
  • None
    • Check Register This report lists checks paid within the date requirement specified by the report, for the specified Group. This report can be produced in electronic form (tab-delimited table in a file).
  • Group ID
  • Effective Date
  • End Date
  • Electronic
  • CR Claim Type
    • Suppressed Check Register This report includes the list of all suppressed checks for the selected group. This report can be produced in electronic form (tab-delimited table in a file).
  • Group ID
  • Effective Date
  • End Date
  • Electronic
    • Telephone Report This report compiles a log of all telephone calls within the specified date range. The last page of the report summarizes the report by showing total calls on each day in the date range.
  • Effective Date
  • End Date
    		•
  • Group ID
    		•
    COBRA Payments Report This report displays the COBRA payment information in a table, for the required date parameters, by group and unit.
  • Group or Location or Unit or SSN
  • Effective Date
  • End Date
  • None
    • COBRA Payments Detail Report This report lists individual payment information for the date parameter specified, and summarizes information by unit, location, and group.
  • Group or Location or Unit or SSN
  • Effective Date
  • End Date
  • None
    • Trigger Diagnosis Report This report lists all claims within the date range where the claims's diagnosis appears in the Trigger List specified in the Claim Codes Table.
  • Group ID
  • Effective Date
  • End Date
  • None
    • Turnaround Time Report This report generates a DOS and Claim Paid Date turnaround times analysis report for the specified group, location, or unit.
  • Group or Location or Unit
  • Effective Date
  • End Date
  • None
    • Duplicate Claims Report This report all duplicate claims in the selected group within the date parameter of the report.
  • Group ID
  • Effective Date
  • End Date
  • None


    •  

    Parameter Name

    Definition

    Used in Reports
    Group ID Group ID is the highest level of the four level eligiblity hierarchy. All Reports
    Location ID

       and

    Unit ID
    		 Location ID is the second highest level of the four level eligiblity hierarchy.

       and

    Unit ID is the third highest level of the four level eligiblity hierarchy.
  • Health Plan Enrollment Census Detail Report
  • Health Plan Enrollment Census Summary Report
  • Health Plans Enrollment and Premium Detail Report
  • Health Plans Enrollment Type Summary Report
  • Dependents Exceeding Age Limit Report
  • Delinquent COBRA Payments Report
  • Employment Terminations and COBRA Notification Report
  • Generate Pending Medical ID Cards
  • Generate Pending Dental ID Cards
  • Medical Premium vs Cost Detail Report
  • Medical Premium vs Cost Summary Report
  • Claims Summary by Benefit Line
  • Claims Lag Analysis
  • COBRA Payments Report
  • COBRA Payments Detail Report
  • Turnaround Time Report
    		•
    Effective Date Effective Date is the date which is to be used in the report for accessing information. All Reports
    End Date For reports which require a specific date range, End Date is the closing parameter of two dates in a date range.
  • Employment Terminations and COBRA Notification Report
  • Medical Premium vs Cost Detail Report
  • Medical Premium vs Cost Summary Report
  • Claims Summary by Benefit Line
  • Claims Lag Analysis
  • Check Register
  • Suppressed Check Register
  • COBRA Payments Report
  • COBRA Payments Detail Report
  • Trigger Diagnosis Report
  • Turnaround Time Report
  • Duplicate Claims Report
    		•
    Plan ID Plan ID is an identifier for the plan which a group is using to offer coverage to its locations and units.
  • Dependents Exceeding Age Limit Report
    		•
    SSN SSN is used to reference an individual employee. The Employee is the lowest level of the four level eligiblity hierarchy.
  • COBRA Payments Report
  • COBRA Payments Detail Report
    		•
    Include Terminated Employees If checked, this option will include terminated employees in Health Plan Enrollment Census Reports.
  • Health Plan Enrollment Census Detail Report
  • Health Plan Enrollment Census Summary Report
    		•
    Include COBRA Employees If checked, this option will include COBRA employees in the report data of certain reports.
  • Health Plan Enrollment Census Detail Report
  • Health Plan Enrollment Census Summary Report
  • Health Plans Enrollment and Premium Detail Report
  • Health Plans Enrollment Type Summary Report
  • Dependents Exceeding Age Limit Report
    		•
    Collapse Benefit Lines If checked, this option will group each benefit line by category, when the report is produced.
  • Claims Summary by Benefit Line
    		•
    Electronic If selected, this will produce a file by default named "[GroupNumber][TodaysDate].tdf" containing the report as a tab-delimited table. The file is usually created when the report is closed, and can be opened in Microsoft Excel and other spreadsheet programs.
  • Health Plans Enrollment and Premium Detail Report
  • Check Register
  • Suppressed Check Register
    		•
    List Dependents If checked, this option will include dependents in the Health Plan Enrollment Census Reports.
  • Health Plan Enrollment Census Detail Report
  • Health Plan Enrollment Census Summary Report
    		•
    CR Claim Type CR Claim Type specifies the Check Register to include ALL, MED, DEN, or VIS.
  • Check Register
    		•


     

    Button Name

    Function
    Stop Loss This button activates the Stop Loss Report screen, where you can generate individual and aggregate stop loss reports, as well as provider utilization reports.
    Flex This button activates the Flex Report screen, where you can generate individual account and transaction detail reports.
    STD This button activates the Short-Term Disability Report screen, where you can generate STD Claims to be Printed, and STD reports.
    Unprint Med ID Cards After you generate Medical ID cards, if you accidentally clicked "Yes" to "Reset all Medical ID Card Flags", pressing this button will cancel out those effects.
    Unprint Den ID Cards After you generate Dental ID cards, if you accidentally clicked "Yes" to "Reset all Dental ID Card Flags", pressing this button will cancel out those effects.


      The Done button closes the Primary Report Screen, returning you to the main control area.