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Loss Activity Detail

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. Claimant's Name
  2. Compensate Case Number
  3. Date of Injury
  4. Claim Type - MO (Medical Only), LT (Lost Time), etc...
  5. 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.
  6. 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.
  7. Claim to Date
    1. Medical & Expense - total of all medical and expense payments from the first payment in the claim to the ending date of the reporting period.
    2. Indemnity - total of all indemnity payments from the first payment in the claim to the ending date of the reporting period.
  8. 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.
  9. Total Incurred - Total incurred is the sum of medical paid to date + indemnity paid to date + indemnity open reserve + medical/expense open reserve
  10. Injury Description
  11. Body Part Injured 
  12. Open and Closed Claim Counts

Claim ordering in grouping: Claims can be listed by Date of Injury (DOI) or Alphabetical by last, first name within the user selected report grouping.

Notes: 

  1. This report is exactly the same as the Claim Activity Detail report except this report does not include the BWC claim number and includes a total incurred column.
  2. 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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