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Viewing Carrier Discrepancy Listing (Report 12)

The Carrier Discrepancy Listing (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:

  1. Select the Reports tab at the top of the CLER Main Menu. The Reports Selection page is displayed.

    Reports Selection Page

  2. Click the drop-down menu on the Reports Selection page and select 12. Carrier Discrepancy Listing.
  3. Click GO to display the Carrier Discrepancy Listing (Report 12) page.

    Carrier Discrepancy Listing (Report 12) Page

  4. 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 SSNs, enter the SSN that starts the range, then proceed to the To field.

    Note: A search for enrollee records by complete enrollee SSNs will display the records without the need to complete another optional data entry field (e.g., Agency, POI, etc.) on this page.

    SSN - To

    Optional, alphanumeric, 9 positions

    To search for a range of enrollee records by a range of SSNs, enter the SSN that ends the range; otherwise, leave blank.

    Note: A search for enrollee records by complete enrollee SSNs will display the records without the need to complete another optional data entry field (e.g., Agency, POI, etc.) 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.

    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 All option. To choose another type of option, select the radio button next to one of the following options:

    All - Displays all records related to the search criteria.

    Unreconciled - Displays all records with unreconciled discrepancies related to the search criteria.

    Errors - Displays all records with errors related to the search criteria.

    Warnings - Displays all records with warnings related to the search criteria.

    Reconciled - Displays all records with reconciled discrepancies related to the search criteria.

    Matches - Displays all records with matches related to the search criteria.

    Not Validated - Displays records related to the search criteria that have not been validated.

    Order By 1st

    Optional, default

    Defaults to the Name 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.

    Fail Count - Search by the number of times a record has failed the quarterly edit process.

    Name - Search by enrollee name.

    SSNO - Search by enrollee Social Security number.

    Payroll ID - Search by payroll office identification number.

    Order By 2nd

    Optional, default

    Defaults to the SSNO 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.

    Fail Count - Search by the number of times a record has failed the quarterly edit process.

    Name - Search by enrollee name.

    SSNO - Search by enrollee Social Security number.

    Payroll ID - 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:

    Enrollment Code - Search by enrollment code.

    Fail Count - Search by the number of times a record has failed the quarterly edit process.

    Name - Search by enrollee name.

    SSNO - Search by enrollee Social Security number.

    Payroll ID - 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:

    Enrollment Code - Search by enrollment code.

    Fail Count - Search by the number of times a record has failed the quarterly edit process.

    Name - Search by enrollee name.

    SSNO - Search by enrollee Social Security number.

    Payroll ID - 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:

    Enrollment Code - Search by enrollment code.

    Fail Count - Search by the number of times a record has failed the quarterly edit process.

    Name - Search by enrollee name.

    SSNO - Search by enrollee Social Security number.

    Payroll ID - 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:

    Enrollment Code - Search by enrollment code.

    Fail Count - Search by the number of times a record has failed the quarterly edit process.

    Name - Search by enrollee name.

    SSNO - Search by enrollee Social Security number.

    Payroll ID - Search by payroll office identification number.

    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 Carrier Discrepancy Listing report in the selected format.

    OR

    Click Reset to clear all data entered.

    Note: To return to the Carrier Discrepancy Listing (Report 12) page, close the report.

    Carrier Discrepancy Listing Report Page

    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.

    Note: If the check box used to omit totals from a report is selected, this field is not displayed.

    Warnings

    System generated

    Displays the sum of warning codes displayed in the Discrepancy field.

    Note: If the check box used to omit totals from a report is selected, this field is not displayed.

    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.

See Also

Viewing Reports

Viewing Payroll Discrepancy Listing (Report 1)

Viewing Discrepancy Summary (Report 2)

Viewing Payroll Office Reconciliation (Report 3)

Viewing Carrier Validation (Report 4)

Viewing Payroll Office Enrollment Transmission (Report 5)

Viewing Carrier Enrollment Transmission (Report 6)

Viewing Enrollment Change Summary (Report 7)

Viewing Carrier Gain/Loss Summary (Report 8)

Viewing Reconciliation Reason Summary (Report 9)

Viewing Reconciliation Action Summary (Report 10)

Viewing Reconciliation Summary (Report 11)

Viewing Pay Period Transmissions Payment Amounts (Report 13)