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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

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BUSINESS OBJECTS

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BUSINESS OBJECTS

Corporate Document Overview


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Contents

  • About Corporate Documents

  • Running a Corporate Document

  • Document List – CMS Net Reports

  • Document List – CCS Claims

  • Business Objects User Group

  • Conclusion


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About Corporate Documents

  • Reports most counties use

  • County specific data

  • Easy to use


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Running a Corporate Document

  • If you do not see Corporate Documents, Click “Home”


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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)


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Running a Corporate Document

  • Click on the report you want to run


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Running a Corporate Document

  • Answer any questions the system asks you, then Click “Run Query”


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Running a Corporate Document

  • Click “Save” to save as an Excel spreadsheet


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Running a Corporate Document

  • Click the “dot” by Microsoft Excel, then click “Save to my computer”


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Running a Corporate Document

  • Contact county IT if file does not download


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Running a Corporate Document

  • Excel version of Corporate Document


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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


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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


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Document List – CMS Net Reports

  • County Pending List

  • Healthy Families Caseload Count

  • Healthy Families Plan List per Client


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Document List – CCS Claims

  • 001 - Expenditures (by CIN)

  • 002 - Expenditures (by Provider Number, Date of Service)

  • 003 - Expenditures (by SAR Number)

  • 004 - Procedure Codes by Funding Source (by Payment Date, Procedure Code)


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Document List – CCS Claims

  • 005 - Expenditures Detail Report (by Payment Date, First Ltr of Last Nm)

  • 006 - Paid Claims by Funding Source - Summary Report (by Pament Date)

  • 007 - Expenditures (by CCN)


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Business Objects User Group

  • User group forming to add/modify/ clean up corporate documents

  • Group will form Summer or Fall 2007

  • Please email Brenda Washington (bwashin2@dhs.ca.gov) if you would like to participate


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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?


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