Telus TPM Documentation

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Deduction reporting:

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**__Deduction Claim Match Timeliness Report__**

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.

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.

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.


**__Deduction 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.

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The grid will populate with the Deduction and Claim information.  

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This information can be exported by clicking the Gear icon in the top right hand corner of the screen.  Choose export as and pick either CSV or Excel. 

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**Deduction Rolling Counts**

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**__Deduction Rebill Report__**
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This report is useful for identifying rebillable deductions for a specific customer.
The report can run using the following filters (report can also be run with no filters selected):
	Deduction Company Number
	Deduction Company Name
	Deduction Parent Company
	Deduction Date Created
	Contract Sequence (contract ID#)
The report summary Tab lists the contract number, contract family name, deduction amount requested and amount due back (rebillable amount).
Additional TABS are for each contract ID and include the deduction number, deduction company number, deduction company name, deduction invoice number, check number, claim recalculated amount, deduction amount requested, deduction label and claim reason code.

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**__Deduction Rebill Collected Report__**

The report is useful for identifying collections on rebillable deductions. The report will only populate the rebills collected if that field is filled in by the client on the deduction screen.
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.

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The report can be run using the following filters (report can also be run with no filters selected):
	Check Number
	Deduction Number
	Deduction Company Number
	Claimant Company Name
	Deduction Invoice Number
	Aged Days
	Deduction State
	Deduction Label
	Contract Sequence (Contract ID#)
	Contract Title
The report summary TAB lists the deduction company name, deduction year and total rebill collected.

The report detail TAB includes the deduction number, deduction date created, deduction date closed, deduction state, deduction company number, deduction company name, deduction invoice number, check number, deduction amount requested, deduction amount open, deduction label, claimant invoice number, claimant company name, contract family ID, contract title, contract version ID, rebill dollars collected, rebill sent date, rebill request number, rebate amount requested, rebate amount allowed, rebate recalculated amount, aged days and deduction comment.
Telus TPM Documentation

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