CLER for Carriers

Viewing Carrier Validation (Report 4)

The Carrier Validation (Report 4) option on the Reports Selection page allows users to view the Carrier Reconciliation report. This report lists each enrollee record that has a discrepancy that the payroll office has determined to be a problem with the carrier’s records.

To View a Carrier Validation Report:

1. Select the Reports tab at the top of the CLER Federal Employees Health Benefits, Centralized Enrollment Clearinghouse System Main Menu.

   

2. The Reports Selection page is displayed.

   

3. Click the drop-down menu on the Reports Selection page and select Carrier Validation.
4. Click GO to display the Carrier Validation.

   

5. Complete the fields on the Carrier Reconciliation (Report 4) page.

   Field	Instruction/Description
   Carrier ID*	Required Select the carrier ID number from the drop-down menu.
   Year*	Required, default Select the reconciliation year from the drop-down menu. If no year is selected, this field automatically defaults to the current reconciliation year.
   Quarter*	Required default Select the reconciliation quarter from the drop-down menu. If no quarter is selected, this field automatically defaults to the current reconciliation quarter.
   Fail Count From	Optional, numeric, 3 positions maximum. Enter a specific fail count number to search for enrollee records by a specific fail count number, then proceed to the To field. OR Enter the number that starts the range of fail count numbers to search for enrollee records by a range of fail count numbers, then proceed to the To field.
   Fail Count To	Optional, numeric, 3 positions maximum Entered the number that was entered in the From field to search enrollee records by a specific fail count number. OR Enter the number that ends the range of fail count numbers to search for enrollee records by a range of fail count numbers.
   Validation Date From	Optional Select the month from the first drop-down menu, select the day from the second drop-down menu; and select the year from the third drop-down menu. This is the date that begins the range of reconciliation dates.
   Validation Date To	Optional Select the month from the first drop-down menu, select the day from the second drop-down menu; and select the year from the third drop-down menu. This is the date that ends the range of reconciliation dates.
   SSN Social Security number - From	Optional, alphanumeric, 9 positions To search for a specific enrollee record by SSN, enter the SSN Social Security number and skip the To field. To search for a range of enrollee records by a range of SSN Social Security numbers, enter the SSN Social Security number that starts the range, then proceed to the To field. Note: A search for enrollee records by complete enrollee SSN Social Security numbers will display the records without the need to complete another optional data entry field (e.g., Agency or POI) on this page.
   SSN Social Security number - To	Optional, alphanumeric, 9 positions To search for a range of enrollee records by a range of SSN Social Security numbers, enter the SSN Social Security number that ends the range; otherwise, leave blank. Note: A search for enrollee records by complete enrollee SSN Social Security numbers will display the records without the need to complete another optional data entry field (e.g., Agency or POI) on this page.
   Payroll Office ID	Required Select the payroll office identification number from the drop-down menu.
   Enrollment Code	Optional Select the enrollment code from the drop-down list.
   User ID	Optional, alphanumeric, 8 positions maximum Enter the user identification number of the person creating the report.
   Other ID - From	Optional, alphanumeric, 15 positions maximum To search for a specific enrollee record by Other ID, enter the Other ID and skip the To field. To search for a range of enrollee records by a range of Other IDs, type the Other ID that starts the range, then go to the To field. Note for RSP: Enter the civil service annuitant (CSA) or civil service final (CSF) identifier without the first two characters (i.e., CS). For example, the CSA identifier is typed as AXXXXXXXX, and the CSF identifier is typed as FXXXXXXXX. These fields are used by the RSP Retirement Services Program and OWCP Office of Workers' Compensation Programs. RSP personnel use these fields to search for enrollee records by CSA or CSF identifier. OWCP Office of Workers' Compensation Programs personnel use these fields to search for enrollee records by claim identifier. To search for enrollee records using these fields, follow the instructions below. Note: A search for enrollee records by complete Other IDs will display the records without the need to complete another optional data entry field (e.g., Agency or POI) on this page.
   Other ID - To	Optional, alphanumeric, 15 positions maximum To search for a range of enrollee records by a range of Other IDs, enter the Other ID that ends the range; otherwise, leave blank. Note for RSP: Enter the CSA or CSF identifier without the first two characters (i.e., CS). For example, the CSA identifier is typed as AXXXXXXXX, and the CSF identifier is typed as FXXXXXXXX. These fields are used by the RSP Retirement Services Program and OWCP Office of Workers' Compensation Programs. RSP personnel use these fields to search for enrollee records by CSA or CSF identifier. OWCP Office of Workers' Compensation Programs personnel use these fields to search for enrollee records by claim identifier. To search for enrollee records using these fields, follow the instructions below. Note: A search for enrollee records by complete Other IDs will display the records without the need to complete another optional data entry field (e.g., Agency or POI) on this page.
   Order By: 1st	Optional, default Defaults to the Name sort option. This field allows users to sort search results by the options listed below. To choose a sort option, select one of the following options from the drop-down menu to display the selected criteria in first sort search order: Enrollment Code - Search by enrollment code. Name - Search by enrollee name. SSNO - Search by enrollee SSN.
   Order By: 2nd	Optional Defaults to the Name sort option. This field allows users to sort search results by the options listed below. To choose a sort option, select one of the following options from the drop-down menu to display the selected criteria in second sort search order: Enrollment Code - Search by enrollment code. Name - Search by enrollee name. SSNO - Search by enrollee SSN.
   Order By: 3rd	Optional Select one of the following options from the drop-down menu to display the selected criteria in third sort search order: Enrollment Code - Search by enrollment code. Name - Search by enrollee name. SSNO - Search by enrollee SSN.
   Order By: 4th	Optional Select one of the following options from the drop-down menu to display the selected criteria in fourth sort search order: Enrollment Code - Search by enrollment code. Name - Search by enrollee name. SSNO - Search by enrollee SSN.
   Order By: 5th	Optional Select one of the following options from the drop-down menu to display the selected criteria in fifth sort search order: Enrollment Code - Search by enrollment code. Name - Search by enrollee name. SSNO - Search by enrollee SSN.
   Order By: 6th	Optional Defaults to the Name sort option. This field allows users to sort search results by the options listed below. To choose a sort option, select one of the following options from the drop-down menu to display the selected criteria in sixth sort search order: Enrollment Code - Search by enrollment code. Name - Search by enrollee name. SSNO - Search by enrollee SSN.
   Check box to create report without totals	Optional Select this check box to omit totals from the report.

6. Click the drop-down menu at the bottom of the page and select one of the following format options:
   • Display the report
   • Save report as a spreadsheet
   • Save report as a text file
7. Click Submit to display the Carrier Reconciliation report in the selected format.

   OR

   Click Reset to clear all data entered.

   

To return to the Carrier Reconciliation (Report 4) page, close the report.