BUSINESS OBJECTS

Presentation Transcript

BUSINESS OBJECTS Corporate Document Overview

Contents About Corporate Documents Running a Corporate Document List – CMS Net Reports Document List – CCS Claims Business Objects User Group Conclusion

About Corporate Documents Reports most provinces utilize County particular information Easy to utilize

Running a Corporate Document If you don't see Corporate Documents, Click "Home"

Running a Corporate Document Click on the sort of Corporate Document you need to run (CMS Net contains qualification and enrollment data from the CMS Net framework; CCS Claims contains paid cases from EDS)

Running a Corporate Document Click on the report you need to run

Running a Corporate Document Answer any inquiries the framework asks you, then Click "Run Query"

Running a Corporate Document Click "Spare" to spare as an Excel spreadsheet

Running a Corporate Document Click the "dab" by Microsoft Excel, then snap "Spare to my PC"

Running a Corporate Document Contact district IT if record does not download

Running a Corporate Document Excel adaptation of Corporate Document

Document List – CMS Net Reports Active and Pending Case Counts by First Letter of Last Name Active Cases with Healthy Family Coverage Active Pending Case Detail by Diagnoses Active Pending Cases by County Case Manager

Document List – CMS Net Reports Active Pending Cases Diagnoses Counts Active Pending Cases Diagnoses Listing A P Count Case Count Report Count of Active Clients By First Lttr of Last Name

Document List – CMS Net Reports County Pending List Healthy Families Caseload Count Healthy Families Plan List per Client

Document List – CCS Claims 001 - Expenditures (by CIN) 002 - Expenditures (by Provider Number, Date of Service) 003 - Expenditures (by SAR Number) 004 - Procedure Codes by Funding Source (by Payment Date, Procedure Code)

Document List – CCS Claims 005 - Expenditures Detail Report (by Payment Date, First Ltr of Last Nm) 006 - Paid Claims by Funding Source - Summary Report (by Pament Date) 007 - Expenditures (by CCN)

Business Objects User Group User bunch shaping to include/alter/tidy up corporate archives Group will frame Summer or Fall 2007 Please email Brenda Washington ( bwashin2@dhs.ca.gov ) on the off chance that you might want to take an interest

Conclusion Corporate Documents are reports that are made for you We will make extra reports for areas at the Business Objects User Group meeting Questions?