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Claim Activity Summary

Reporting period:  Defined by the Gather Data menu selection for Corporate Reports. 

Report valued as of: Ending date. - This report is valued as of the 2nd of the 2 dates entered when using the Gather Data menu selection for Corporate Reports

Example: If  the data for the report was being gathered on 05/17/2001, and the 2 dates used to gather data for the report were 01/01/2001 and 03/31/2001, all claim totals on the report are valued as of 03/31/2001.

Data type: Calculated totals.

Claims are qualified for this report if :

  1. There have been payments made in the claim in the reporting period
  2. The claim is open. - There is a medical or indemnity reserve as of the end of the reporting period.
  3. The claim has had a reserve change in the reporting period

Fields included on report:

  1. Location or Work Center Description
  2. Paid in Period
    1. Medical & Expense - total of all medical and expense payments in the reporting period for the specific claim.
    2. Indemnity - total of all indemnity payments in the reporting period for the specific claim.
    3. Total - sum of the medical paid in the period + expense paid in the period + indemnity paid in the period
  3. This Year
    1. Medical & Expense - total of all medical and expense payments from the beginning of the fiscal year (defined by the CA date) to the ending date entered when using the Gather Data menu selection for Corporate Reports.
    2. Indemnity - total of all indemnity payments from the beginning of the fiscal year to the ending date of the reporting period.
    3. Total - sum of the medical paid this year + expense paid this year + indemnity paid this year
  4. Claims
    1. Open - total number of claims that had either a medical or indemnity reserve at the end of the reporting period.
    2. Total - total number of claims that qualified for the report.
  5. Open Liability
    1. Medical & Expense - amount of medical and expense reserve available in the claim as of the ending date of the reporting period.
    2. Indemnity - amount of indemnity reserve available in the claim as of the ending date of the reporting period.
    3. Total - sum of the open reserve for medical and expense + the open reserve for indemnity.

Note: This report can be run for all claims in the reporting period or just for the claims that have Temporary Total payments made in the period 

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