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BUSINESS OBJECTS

BUSINESS OBJECTS

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BUSINESS OBJECTS

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Presentation Transcript

  1. BUSINESS OBJECTS Corporate Document Overview

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

  3. About Corporate Documents • Reports most counties use • County specific data • Easy to use

  4. Running a Corporate Document • If you do not see Corporate Documents, Click “Home”

  5. Running a Corporate Document • Click on the type of Corporate Document you want to run (CMS Net contains eligibility and registration information from the CMS Net system; CCS Claims contains paid claims from EDS)

  6. Running a Corporate Document • Click on the report you want to run

  7. Running a Corporate Document • Answer any questions the system asks you, then Click “Run Query”

  8. Running a Corporate Document • Click “Save” to save as an Excel spreadsheet

  9. Running a Corporate Document • Click the “dot” by Microsoft Excel, then click “Save to my computer”

  10. Running a Corporate Document • Contact county IT if file does not download

  11. Running a Corporate Document • Excel version of Corporate Document

  12. 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

  13. 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

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

  15. 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)

  16. 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)

  17. Business Objects User Group • User group forming to add/modify/ clean up corporate documents • Group will form Summer or Fall 2007 • Please email Brenda Washington (bwashin2@dhs.ca.gov) if you would like to participate

  18. Conclusion • Corporate Documents are reports that are created for you • We will create additional reports for counties at the Business Objects User Group meeting • Questions?