CLER for NFC

Viewing Enrollment Change Summary (Report 7)

The Enrollment Change Summary (Report 7) option on the Reports Selection page allows users to view the Enrollment Change Summary report. This report lists additions and changes in enrollment between carriers and enrollment codes when comparing one quarter to any prior quarter.

To View an Enrollment Change Summary Report:

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

   

2. Click the drop-down menu on the Reports Selection page and select 7. Enrollment Change Summary.
3. Click GO to display the Enrollment Change Summary (Report 7) page.

   

4. Complete the fields on the Enrollment Change Summary (Report 7) page.

   Field	Instruction
   Year* From	Optional, default Select the year that begins the range of reconciliation years from the drop-down menu. If no year is selected, this field automatically defaults to the current reconciliation year.
   Year* To	Optional, default Select the year that ends the range of reconciliation years from the drop-down menu. If no year is selected, this field automatically defaults to the current reconciliation year.
   Quarter* From	Optional, default Select the quarter that begins the range of reconciliation quarters from the drop-down menu. If no quarter is selected, this field automatically defaults to the current reconciliation quarter.
   Quarter* To	Optional, default Select the quarter that ends the range of reconciliation quarters from the drop-down menu. If no quarter is selected, this field automatically defaults to the current reconciliation quarter.
   Payroll Office ID*	Required Select the payroll office identification number from the drop-down menu.
   Carrier	Optional Select the carrier code from the drop-down menu.
   Enrollment Code	Optional Select the enrollment code from the drop-down list.
   Check box to create report without totals	Optional Select this check box to omit totals from the report.

5. 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
6. Click Submit to display the Enrollment Change Summary report in the selected format.

   OR

   Click Reset to clear all data entered.

   Note: To return to the Enrollment Change Summary (Report 7) page, close the report.

   

   Field	Description
   Carrier	System generated Displays the carrier identification code.
   Code	System generated Displays the enrollment code.
   From (Quarter/Year)	System generated Displays the number of enrollees covered by the enrollment code displayed in the Code field during the selected quarter and year.
   To (Quarter/Year)	System generated Displays the number of enrollees covered by the enrollment code displayed in the Code field during the selected quarter and year.
   Change (#)	System generated Displays the change in the number of enrollment code changes from the prior quarter to the current quarter.
   Change (%)	System generated Displays the change in percent of enrollment code changes from the prior quarter to the current quarter.
   Enrollees (New/Add)	System generated Displays the number of new or added enrollees.
   Enrollees (Left/Drop)	System generated Displays the number of dropped enrollees.
   Total Records	System generated Displays the total number of enrollee records displayed on the report. Note: If the check box used to omit totals from a report is selected, this field is not displayed.