3.1 Running New Reports

New reports may be run at any time and are available immediately. There is no limit to the number of reports that may be created.

To run a new report:

Creating-reports
  1. Click the Analysis and Reporting tab at the top of the page.
  2. A list of recent reports is displayed with links for creating a new Claims Review Report, Trend Analysis Report, Risk Analysis Report, Month End Report, or Plan Model:

Claims Review is typically run yearly, quarterly, or monthly and provides an overall analysis of plan activity for a specific group and time period. Trend Analysis provides information similar to Claims Review broken down quarter over quarter and is most often run over the entire claim set for a specific group.

Risk Analysis is typically ran for the Group's stop loss contract period and includes a specific dollar threshold amount - usually 50% of the current specific amount.

Plan Models analyze modified plan designs by simulating historical claims activity.

Month End is typically ran by plan year. It provides detailed plan activity and enrollment for various coverage areas.

After selecting the type of report to run, select the group, time period, and other optional customization elements:

New-report-generation

The following elements are called out in the diagram above:

  1. The group or organization to analyze.

  2. The divisions or child organizations will display once the group or organization is chosen. All or specific child organizations/divisions can be selected.

  3. Available claims span: Provides the paid claim history span available for report generation.

  4. The time period to analyze; Only claims within the range specified (paid, incurred, or paid and incurred) will be included in the analysis. This value can be adjusted after the report has been created.

  5. The list of available coverage areas to choose from will be displayed. By default, all coverage areas are included. Use the check boxes to exclude specific coverage areas from the analysis. This value can be adjusted after the report has been created.

  6. The list of available plans to choose from will be displayed. By default, all plans are included. Use the check boxes to exclude specific plans from the analysis. This value can be adjusted after the report has been created.

  7. The create button will generate the report with the information selected above.

Reports are typically available within a minute but can require significantly more time for large groups or long time periods.