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| Both sides previous revisionPrevious revisionNext revision | Previous revision | ||
| deduction_reports [2024/01/16 14:52] – tina.robles | deduction_reports [2024/10/09 11:35] (current) – tina.robles | ||
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| + | Deduction reporting: | ||
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| + | {{: | ||
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| + | **__Deduction Claim Match Timeliness Report__** | ||
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| + | This report provides an active claim match tied to a deduction with information on when the claim was created, claim start date and end date, if claim pended, how long it pended, when the first transaction was created and if there was a void, if the claim was created prior to the deduction load date and if the claim completed prior to the deduction load date. | ||
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| + | When reviewed and analyzed it’s a great way to see how many claims are created before or completed before the deduction loaded, how long it took for the deduction to complete if it did pend and which customers are not submitting their backup timely. | ||
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| + | When generating the report, the data selected will pull any deductions 3 months from the specified date in the date filter. | ||
| + | |||
| + | The 3-month date parameter looks at: | ||
| + | Claim Create Date, Claim Start Date, Matched Date. | ||
| + | As long as one of those date criteria falls within the 3-month range, the data will populate in the report. | ||
| + | |||
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| **__Deduction Report__** | **__Deduction Report__** | ||
| Select Deduction Report from the Reporting menu option to view the report. | Select Deduction Report from the Reporting menu option to view the report. | ||
| - | |||
| - | {{: | ||
| To run the report, click the Enter key or select the Generate button located at the bottom right of the screen. | To run the report, click the Enter key or select the Generate button located at the bottom right of the screen. | ||
| - | {{:pasted:20161115-111029.png}} | + | {{:pasted:20240826-171555.png}} |
| The grid will populate with the Deduction and Claim information. | The grid will populate with the Deduction and Claim information. | ||
| - | {{:pasted:20181205-192824.png}} | + | {{:pasted:20240826-171656.png}} |
| - | This information can be exported by clicking the Export button. | + | This information can be exported by clicking the Gear icon in the top right hand corner of the screen. |
| - | {{:pasted:20161115-113505.png}} | + | {{:pasted:20240826-171744.png}} |
| ----- | ----- | ||
| - | **__Deduction Rebill Report__** | + | **Deduction Rolling Counts** |
| - | {{:pasted:20240116-144459.png}} | + | ---- |
| + | |||
| + | **__Deduction Rebill Report__** | ||
| + | {{: | ||
| This report is useful for identifying rebillable deductions for a specific customer. | This report is useful for identifying rebillable deductions for a specific customer. | ||
| Line 38: | Line 56: | ||
| Note, the rebill $ collected can be populated by the manufacturer by entering the value manually on the deduction automatically via the 1057 Open Deduction CDF data feed. | Note, the rebill $ collected can be populated by the manufacturer by entering the value manually on the deduction automatically via the 1057 Open Deduction CDF data feed. | ||
| - | {{:pasted:20240116-144913.png}} | + | {{:pasted:20240826-172002.png}}{{: |
| The report can be run using the following filters (report can also be run with no filters selected): | The report can be run using the following filters (report can also be run with no filters selected): | ||
deduction_reports.1705416747.txt.gz · Last modified: 2024/01/16 14:52 by tina.robles
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