4.1 Running New Claims Review Reports

To run a new Claims Review report, click the Analysis and Reporting tab at the top of the page - a list of recent reports is displayed. Select the Claims Review area:

Create-claims-review
  1. Click the Analysis and Reporting tab at the top of the page.
  2. Click the Claims Review link.

The subsequent screen is used to configure various aspects of the report including the group to analyze, the report time period, and the plans and coverage areas to include in the report.

New-claims-review

When you select a group the plan year is displayed toward the bottom of the page along with the group's first and last paid dates.

  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. 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.

  4. 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.

  5. 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.

  6. 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, while reports run on small groups or short time periods can run in seconds.