Viewing Carrier Discrepancy Listing (Report 12)
The
(Report 12) option on the Reports Selection page allows users to view the Carrier Discrepancy Listing report. This report provides a listing by carrier identification code of carrier and payroll office enrollee records that match, as well as records marked with carrier warning and discrepancy codes.To View a Carrier Discrepancy Listing Report:
- Select the CLER Main Menu. The Reports Selection page is displayed. tab at the top of the
- Click the drop-down menu on the Reports Selection page and select .
- Click to display the Carrier Discrepancy Listing (Report 12) page.
- Complete the fields on the Carrier Discrepancy Listing (Report 12) page.
Field
Instruction
Carrier ID*
Optional default
Select your organization’s carrier identification code from the drop-down menu. If no code is selected, this field automatically defaults to your organization’s carrier identification code.
Year*
Optional, 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*
Optional, 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
To search for enrollee records by a specific fail count number, enter the number, then proceed to the To field.
To search for enrollee records by a range of fail count numbers, enter the number that starts the range, then proceed to the To field.
Fail Count To
Optional, numeric, 3 positions maximum
To search for enrollee records by a specific fail count number, enter the number that was typed in the From field.
To search for enrollee records by a range of fail count numbers, enter the number that ends the range.
SSN - From
Optional, alphanumeric, 9 positions
To search for a specific enrollee record by Social Security number (SSN), enter the SSN and skip the To field.
To search for a range of enrollee records by a range of SSN s, enter the SSN that starts the range, then proceed to the To field.
SSN - To
Optional, alphanumeric, 9 positions
To search for a range of enrollee records by a range of SSN s, enter the SSN that ends the range; otherwise, leave blank.
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.
Error Code
Optional
Select the applicable error code from the drop-down menu. For a list and descriptions of error codes, see Discrepancy Codes Table.
Warning Code
Optional
Select the applicable warning code from the list of warning codes. For a list and descriptions of warning codes, see Warning Codes Table.
Display
Optional, default
Allows users to display search results by the options listed below. If no display option is selected, this field automatically defaults to the
option. To choose another type of option, select the radio button next to one of the following options:- Displays all records related to the search criteria.
- Displays all records with unreconciled discrepancies related to the search criteria.
- Displays all records with errors related to the search criteria.
- Displays all records with warnings related to the search criteria.
- Displays all records with reconciled discrepancies related to the search criteria.
- Displays all records with matches related to the search criteria.
- Displays records related to the search criteria that have not been validated.
Order By 1st
Optional, default
Defaults to the
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:- Search by enrollment code.
- Search by the number of times a record has failed the quarterly edit process.
- Search by enrollee name.
- Search by enrollee Social Security number.
- Search by payroll office identification number.
Order By 2nd
Optional, default
Defaults to the
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:- Search by enrollment code.
- Search by the number of times a record has failed the quarterly edit process.
- Search by enrollee name.
- Search by enrollee Social Security number.
- Search by payroll office identification number.
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:
- Search by enrollment code.
- Search by the number of times a record has failed the quarterly edit process.
- Search by enrollee name.
- Search by enrollee Social Security number.
- Search by payroll office identification number.
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:
- Search by enrollment code.
- Search by the number of times a record has failed the quarterly edit process.
- Search by enrollee name.
- Search by enrollee Social Security number.
- Search by payroll office identification number.
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:
- Search by enrollment code.
- Search by the number of times a record has failed the quarterly edit process.
- Search by enrollee name.
- Search by enrollee Social Security number.
- Search by payroll office identification number.
Order By 6th
Optional
Select one of the following options from the drop-down menu to display the selected criteria in sixth sort search order:
- Search by enrollment code.
- Search by the number of times a record has failed the quarterly edit process.
- Search by enrollee name.
- Search by enrollee Social Security number.
- Search by payroll office identification number.
Check box to create report without totals
Optional
Select this check box to omit totals from the report.
- 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
- Click
OR
Click
to clear all data entered.Field
Description
SSN
System generated
Displays the enrollee’s SSN.
Name
System generated
Displays the enrollee’s name submitted by the payroll office/carrier.
Code
System generated
Displays the enrollment code submitted by the payroll office/carrier.
Eff. Date
System generated
Displays the effective date (MM/DD/YYYY) submitted by the payroll office/carrier.
Payroll Office ID
System generated
Displays the payroll office identification number.
Name
System generated
Displays the enrollee’s name submitted by the payroll office/carrier.
Code
System generated
Displays the enrollment code submitted by the payroll office/carrier.
Eff. Date
System generated
Displays the effective date (MM/DD/YYYY) submitted by the payroll office/carrier.
Discrepancy
System generated
Displays the error or warning code generated by CLER . For lists and descriptions of error and warning codes, see Discrepancy Codes Table and Warning Codes Table.
Fail Count
Displays the number of times the initial discrepancy has been identified and reported.
Errors
System generated
Displays the sum of error codes displayed in the Discrepancy field.
Warnings
System generated
Displays the sum of warning codes displayed in the Discrepancy field.
Total Records
System generated
Displays the total number of enrollee records displayed on the report.
to display the Carrier Discrepancy Listing report in the selected format.
See Also |