Payments by Month

Step 1.SELECT A POLICY NUMBER OR GROUP SEGMENT FILTER * (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

Load Labels

Label the policies you've selected

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.

Available:

Master Group Number - Include

Benefit Type Hierarchy

Customer Specific Identifier 1 - Include

Customer Specific Identifier 1 - Exclude

Customer Specific Identifier 2 - Include

Customer Specific Identifier 2 - Exclude

Employment Status - Include

Funding Arrangement Category - Include

Gender - Include

Healthcare Cost Category - Include

Selected:

(none)