FinancialCustom ReportsMembership By MonthMembership By MonthMembership By Month - OptionMembershipCustom ReportsPayments By MonthPayments By Month - Option
SELECT A POLICY NUMBER OR GROUP SEGMENT FILTER * (Required)
2
SELECT A POLICY NUMBER OR GROUP SEGMENT FILTER * (Required)
3
SELECT A DATE TYPE(Required)
4
ADD MORE DETAILS TO THIS REPORT
5
LIMIT THE REPORT'S RESULTS.
Step 1.SELECT A POLICY NUMBER OR GROUP SEGMENT FILTER * (Required)(Required)
Select a Policy Number A Policy Number typically contains information for a company's full claimant population. To select a policy, simply double-click it from the Available list or use the Search field to locate a policy. Help
SELECT A POLICY NUMBER OR GROUP SEGMENT FILTER * (Required)(Required)
OR Select a Group Segment Filter A Group Segment Filter contains information for a subset of a company's claimant population. The filters listed here were created by you in a separate process. Help
This option allows only one selection.
Step 2.SELECT A DATE TYPE(Required)
Service dates indicate when services were rendered (i.e., a claim was incurred).Book dates indicate when claim payments are entered into the financial accounting system. You'll select the actual dates (years/months) after you click CONTINUE. Help
This option allows only one selection.
Service Dates
Book Dates
Service and Book Dates
3.ADD MORE DETAILS TO THIS REPORT(Required)
Adding details lets you view results for topics beyond the original scope of this report. For example, selecting "Gender" lets you see how results are distributed amongst "males" and "females".
This option cannot accept more than 6 selections.
Available:
Master Group Number
-Policy Number
Suffix
Account
Plan Variation
Report Code
Franchise Code 1
Franchise Code 2
Policy Number&Suffix
Policy Number&Account
Selected:
(none)
4.LIMIT THE REPORT'S RESULTS.(Required)
Limiting your report's results lets you target selected data values. For example, if you select "Employment Status" from the list below, you can limit results to active or retired employees. You'll select the actual values after you click CONTINUE.
