HP AI Code Manipulation
Overview of HP861
The HP AI Code Manipulation report searches all constituents having the AI code you designate and determines whether they are still a current remitter on one or more health policies where the dues are past due. If the constituents are still associated with past due policies, the AI code will remain on the constituent record. If the constituent is NOT associated with a past due policy, the AI code will be removed from the constituent record. The report can be run in preview mode (no changes are made) or in update mode (modifications are made for qualifying records). The report output has two sections - Remitters who need the AI code removed and Remitters with no changes (still past due). Information displayed includes the PIN, remitter name, policy number(s), and any errors that occur during processing. To run this report:
- From the DDI-Connect main menu, double-click Health Policy
- Double-click Processing
- Double-click 861 - HP AI Code Manipulation. The parameters screen will launch:
The following fields are available on this screen:
| Field | Description |
|---|---|
| AI code that denotes good faith remitters | Type the AI code that the report should select when determining the records to be reviewed. You can also click the list icon to select from a list of active AI codes within the system |
| Update? | If not selected, the report will run in Preview mode and no changes will be made to the constituent records. If selected, the report will run in Update mode and the qualifying records will be updated |
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.
