how to create a report - thebrokerageinc.com · this is an example of a rpp report that has been...

58PROPRIETARY INFORMATION. PROPERTY OF HEALTH CARE SERVICE CORPORATION. DO NOT USE WITHOUT PERMISSION. 58

How to Create a Report


To get started, select the “Create Report” link.


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The Clear All button removes all selections made on the page.

The Submit button applies the selection(s) and pulls the report on to the screen.

NOTE: This section is not available to sub-producers. It only displays for GAs with producers or sub-producers under them or to producers who havesub-producers under them.

You can create a report by selecting from any of the four groups shown below.• Group 1: Select one option and enter a From and/or To date to view.• Group 2: Select one option to view.• Group 3: Select Application Status and an option from the drop down list and/or select an option from the

Product Name section to view. • Group 4: Complete all fields for specific results on a producer or sub-producer or complete one or more

fields and select an option from another group for different results.

NOTE: Grandfathered and Non-Grandfathered options are not available for NM and MT.

61PROPRIETARY INFORMATION. PROPERTY OF HEALTH CARE SERVICE CORPORATION. DO NOT USE WITHOUT PERMISSION.

The Current Paid to Date report displays the dates the members’

policies are paid up to.

The eApp Signature Date report displays the dates members signed

their applications.

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The Initial Payment Not Received report displays the members who have not paid their initial premium payment.

The Coverage Effective Date report displays the dates

members’ policies are effective.

The Policy Term Date reportdisplays the dates the members’ policies were terminated due to

non-payment, etc.

The eApp Start Date reportdisplays information about

applications that have been started.


Select Submit

Select any option fromGroup 1 and enter a From date and/or To date. If you do not select a To date, you will get “today’s” date.NOTE: A convenient drop down calendar is used to select a date for the From and To date fields.

This is an example of the “Coverage Effective Date” report.NOTE: Group 1 reports - Only the primary applicant data

is pulled.


The Members Approaching 65 report displays members who are getting close to turning 65 years of age.

NOTE: This report can help you locate these members and keep

them Blue by explaining the difference between an U65 policy

and an O65 policy. The information you provide can help them make a better decision according to their

insurance needs.

The Members Approaching 26 report displays members who are getting close to turning 26 years of age.

NOTE: This report can help you locate these members and keep them Blue by explaining how they can apply for their own U65 policy. You can provide them

with information on the many plans available through BCBS that can fit

their insurance needs.


Select an option from Group 2.

Select Submit

This is an example of the “Members Approaching 65” report.NOTE: Group 2 reports - Primary and spouse data is pulled for Members Approaching 65 - Dependent data is pulled for

Members Approaching 26.


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The Initial Payment Not Received report displays the members who have not paid their initial premium payment.

The Coverage Effective Date report displays the dates

members’ policies are effective.

The Application Status report displays All, Started, Pending or Withdrawn member applications according to the selection made

from the drop down list.

The Policy Status report displays All, Grace Period, Termed or Active member statuses according to the

selection made from the drop down list.

The On Exchange report displays members who have an On Exchange

policy.The Off Exchange report displays

members who have an Off Exchange policy.

NOTE: A policy status option must be selected first - that option determines

what is displayed on the report.

The Medical Only report displays members who only have medical

policies, not dental policies. The Dental Only report shows members

who only have dental policies, not medical policies.



The Grandfathered report displays members who have a non QHP policy.

The Non-Grandfathered report displays members who have a QHP policy but it is

not a metallic policy (prior to).NOTE: A policy status option must be selected first - that option determines


The Temporary Plans report displays members who have temporary

(short-term) policies. The Both Medical and Dental report

displays members who have a medical and dental policy.




Select Submit

Select an option from Application

Status drop down in Group 3.

This is an example of the “Application Status” All report.

NOTE: Group 3 reports - Only the primary applicant data is pulled.


Select Submit

Select an option from the Policy Status drop down and/or one other option as well in Group 3.

This is an example of the “Policy Status”Active and On Exchange report.



The Producer report displays information on Producers and Sub-Producers according to the options selected (examples below):

1. For the GA who has Producers and/or Sub-Producers, when all three fields are completed, a report displays with information for only the specific Producer or Sub-producer indicated.

• To get a different report, only one or two of the three fields need to be completed and an option from any one of the other three Groups must be selected. NOTE: The report is determined by the options selected.

2. For the Producer who has Sub-Producers, if all three fields are completed, a report displays with information for only the specific Sub-producer indicated.

• To get a different report, only one or two of the three fields need to be completed and an option from any one of the other three Groups must be selected. NOTE: The report is determined by the options selected.


Select Submit

At this time, we do not have an example of a Producer report to show you.

Please be patient and this portion of the training will be updated very soon.

Scenario 1: Complete all fields in Group 4 to get a report for a specific producer and/or sub-producer to display.

Scenario 2: Complete at least one field in Group 4 and select one option from Group 1, 2 or 3 to get a different report to display.



How to Export or Print a Report


To get started, select the “Create

Report” link.


1

3

2

4

The Clear All button removes all selections made on the page.

The Submit button applies the selection(s) and pulls the report on to the screen.

NOTE: This section is not available to sub-producers. It only displays for GAs with producers or sub-producers under them or to producers who havesub-producers under them.

You can create a report by selecting from any of the four groups shown below.• Group 1: Select one option and enter a From and/or To date to view.• Group 2: Select one option to view.• Group 3: Select Application Status and an option from the drop down list and/or select an option from the

Product Name section to view. • Group 4: Complete all fields for specific results on a producer or sub-producer or complete one or more

fields and select an option from another group for different results.

NOTE: Grandfathered and Non-Grandfathered options are not available for NM and MT.


Select any option from Quadrant 1 and enter a From date and/or To date. If you do not select a To date, you will get “today’s” date.NOTE: A convenient drop down calendar is used to select a date for the From and To date fields.

Select Submit


If you want to export all client info to an Excel spreadsheet, select Export All.

If you want to export only some client info to an Excel spreadsheet, select Export Selected Rows.

Select this check box to add all clients on page displayed.

Select any individual box to only select specific clients.

All of the selections at the top

of the page are at the bottom of

the page as well.

There is a drop down menu for Items Per Page - you can select up to 100 clients on a page at a time. Also, there is a drop

down menu for Prev and Next that will allow you to go to any page - there are 150 search results pages in this example.


This is an example of a RPP Report that has been exported to

an Excel spreadsheet.

To see all of the report, use the scroll bar to move back

and forth on the screen.


If you want to print all client info, select Print All.

Select this check box to add all clients on page displayed.

Select any individual box to only select specific clients.

All of the selections at the top

of the page are at the bottom of

the page as well.

There is a drop down menu for Items Per Page - you can select up to 100 clients on a page at a time. Also, there is a drop

down menu for Prev and Next that will allow you to go to any page - there are 150 search results pages in this example.

If you want to print only some client info, refer to the arrow messages below and then select Print Selected Rows.


After a print selection has been made, a pop-upscreen will appear on the page with the clients requested. Select Print.

how to create a report - thebrokerageinc.com · this is an example of a rpp report that has been...

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