Generating Reports

Depending on the rights given the user, reports are available from the list of ClaimPoint menu items. The reports are data driven and provide information specific to the Insurance carrier and specific to the user’s viewing level. For example, a user at the office level is able to view reports with claim information for the entire office and corporate level users can view corporate reports that include claim information for all offices.

The available reports are:

After you select a report, you define the criteria that determine the information you want to see on the report. You can view the report in the area below the criteria fields or you can mark the checkbox to view the report in a separate window. Click View Report to generate the report data.

Report information includes only those service channels and assignment types for which your Insurance Carrier has contracted or has activity. You can run a report for the previous 12 months and the reports lists results for the current month and then for the 12 months prior. Finally, for user’s marked inactive, the user appears on the report as long as his activity affects the report totals during the time period specified in the report criteria. If the user's activity does not affect the report totals, the inactive user is removed from the report.

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