Reports about participants, benefit plans, premiums billed and collected and correspondence produced are included, together with detailed audit reports telling which operator(s) entered information or performed actions, when they did so, etc. Reports can easily be sorted by department, date range, or other criteria specific to the particular report. The most exciting feature of the Reporting Module is the ability to provide users ad-hoc reports, easily and quickly, without the user needing to be a computer programmer. So as you need specialized reports to meet your or your client needs, the Ad-Hoc Reporting Engine that is part of the Reporting Module allows you to do so in minutes. Tutorials about how to create a custom report are included to guide you. Reports can be generated by users or also by client/employers who have access to system data for their QBs. All reports can be printed, saved, and/or exported 6 different ways. Export your reports to PDF, Excel, XML, CVS (comma delimited), etc.
Client/Employer Reports
Active Listing - Lists all QBs by Client/Employer or throughout the system.
QB Termination - Lists QBs who terminated, typically within a specific date range.
Certificate of Mailing - Provides administrators or client/employers with a form acceptable for validation by the US Postal Service proving that letters were mailed to QBs.
Election Notices - Reports all notifications received by administrators from client/employers concerning new QBs entered via the WebCOBRA.com website or via use of the Downloading Module.
Benefit Reports
Benefit Plan Listing - Displays QBs by the Benefit Plans in which they are participating or have been offered.
Qualified Beneficiary Reports
QB Detail - Complete activity log/history on each QB, showing qualifying event dates, what correspondence was sent and when, payment and enrollment status, dependents, benefit plans.
QB Status - Lists QBs by their enrollment status (Notified, Enrolled but not yet paying, and Enrolled).
QB Payment - Shows premium payments for each QB.
Premium Accounting Reports
Premium Receipt - Details all premiums received from QBs, showing premium period covered, date payment received, plans paid and next premium due date.
Premium Reconciliation - A great audit tool for premiums received. Designed to account for and balance with all premium dollars received from QBs, showing who paid how much in premium and to what premium periods those payments applied, even if the premiums are underpaid or overpaid.
Ad-Hoc Reporting Engine
Provides the ability to create a customized report "from scratch" by selecting from various fields and filters. Creating a report this way is easy to use and can be done in a matter of in minutes! Once the report has been created you may save it with the title of your choosing.
Client Login - Your clients can login and drill down to their data in real time -- Eliminate Phone Calls!