Difference between revisions of "HP & Dental Terminated Policies Report"
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− | =='''Overview of | + | =='''Overview of HP863'''== |
− | The | + | The HP & Dental Terminated Policies Report displays information regarding health policy and/or dental policies that terminated within the stated time frame. The report output includes information such as the insured PIN, Insured Name/Address, policy number, plan type, plan description, terminated transaction date, policy end date, current policy status, current policy date, pre-termination policy status, pre-termination policy transaction date, and remitter(s). To run this report: |
− | * From the DDI-Connect main menu, double-click Health | + | * From the DDI-Connect main menu, double-click Health Policy |
− | * Double-click Reports | + | * Double-click Reports |
− | * Double-click 863 - | + | * Double-click 863 - HP & Dental Terminated Policies Report. The parameters screen will launch: |
− | [[File: | + | [[File:HP863.png]] |
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| '''End date''' || Enter the ending date of the range you wish to report on. You can type it in mm/dd/yyyy format or click the calendar icon to select the date | | '''End date''' || Enter the ending date of the range you wish to report on. You can type it in mm/dd/yyyy format or click the calendar icon to select the date | ||
|- | |- | ||
− | | '''Status for terminated policies''' || Click the drop down arrow to select the [[ | + | | '''Status for terminated policies''' || Click the drop down arrow to select the [[HP Policy Status Codes|status of terminated policies]] that you wish to report against |
|- | |- | ||
− | | '''Reason for termination of policies''' || Click the drop down arrow to select the [[ | + | | '''Reason for termination of policies''' || Click the drop down arrow to select the [[HP Policy Termination Reason Codes|reason code for termination]] of policies that you wish to report against |
|} | |} | ||
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− | Click Start. The system will generate the report based on the parameters you selected, and display the results | + | Click Start. The system will generate the report based on the parameters you selected, and display the results. |
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− | + | [[Category:Health Policy]] | |
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− | [[Category:Health |
Latest revision as of 17:11, 24 May 2021
Overview of HP863
The HP & Dental Terminated Policies Report displays information regarding health policy and/or dental policies that terminated within the stated time frame. The report output includes information such as the insured PIN, Insured Name/Address, policy number, plan type, plan description, terminated transaction date, policy end date, current policy status, current policy date, pre-termination policy status, pre-termination policy transaction date, and remitter(s). To run this report:
- From the DDI-Connect main menu, double-click Health Policy
- Double-click Reports
- Double-click 863 - HP & Dental Terminated Policies Report. The parameters screen will launch:
The following fields are available on this screen:
Field | Description |
---|---|
Start date | Enter the beginning date of the range you wish to report on. You can type it in mm/dd/yyyy format or click the calendar icon to select the date |
End date | Enter the ending date of the range you wish to report on. You can type it in mm/dd/yyyy format or click the calendar icon to select the date |
Status for terminated policies | Click the drop down arrow to select the status of terminated policies that you wish to report against |
Reason for termination of policies | Click the drop down arrow to select the reason code for termination of policies that you wish to report against |
Print Options
After clicking the Print Options button you will see the following options. Choose the desired options and click OK to return to the report parameters screen.
Option | Description |
---|---|
Printer | Click the drop down arrow to select from a list of available printers. DDI Connect uses your default printer unless told otherwise |
Format | Click the drop down arrow to select from a list of available formats. Select paper size, number of columns, and number of rows for printing. Each report has built-in format defaults. Select “Use Defaults” to use the built-in report defaults. The number of rows and columns controls the print size and amount of information per page |
Memo | If you wish, you can add a memo to the output of the report. NOTE: It is recommended that Word documents be saved with the .docx extension |
View Report | This option generates a pdf file that is displayed on the screen when the report is generated |
Archive Report | If this option is selected, the system will archive the report in the DDI Connect report archives. For information on working with archived reports, please reference this page: Archived Report Viewer |
Print Report | If selected, the system will generate the report output to your default printer. NOTE: You will also receive a pdf version of the report, displayed on your screen |
Print via PDF | Prints directly to your printer. |
This option allows you to send a .pdf attachment of the report to the indicated users' email addresses. When OK is clicked, a dialog box will open requesting a recipient | |
Duplex/Top | Prints the report on both sides of the paper in landscape style. The printer must be capable of printing on both sides or an error will occur |
Duplex/Side | Prints the report on both sides of the paper in portrait style. The printer must be capable of printing on both sides or an error will occur |
Green bar | Adds shaded, horizontal bars to the report, making it easier to read across columns |
No dialog | Selecting this option means that no ‘Report Completed’ dialog will display after the report has been generated |
Extra copies | If you want extra copies of the report generated, type the number in this field |
Click Start. The system will generate the report based on the parameters you selected, and display the results.