BUSINESS OBJECTS Corporate Document Overview

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

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

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

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)

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

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

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

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

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

Running a Corporate Document Excel version 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 Expenditures (by CIN) Expenditures (by Provider Number, Date of Service) Expenditures (by SAR Number) Procedure Codes by Funding Source (by Payment Date, Procedure Code)

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

Business Objects User Group User group forming to add/modify/ clean up corporate documents Group will form Summer or Fall 2007 Please Brenda Washington if you would like to

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?