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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

BUSINESS OBJECTS

Corporate Document Overview

contents
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
About Corporate Documents
  • Reports most counties use
  • County specific data
  • Easy to use
running a corporate document
Running a Corporate Document
  • If you do not see Corporate Documents, Click “Home”
running a corporate document5
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)
running a corporate document6
Running a Corporate Document
  • Click on the report you want to run
running a corporate document7
Running a Corporate Document
  • Answer any questions the system asks you, then Click “Run Query”
running a corporate document8
Running a Corporate Document
  • Click “Save” to save as an Excel spreadsheet
running a corporate document9
Running a Corporate Document
  • Click the “dot” by Microsoft Excel, then click “Save to my computer”
running a corporate document10
Running a Corporate Document
  • Contact county IT if file does not download
running a corporate document11
Running a Corporate Document
  • Excel version of Corporate Document
document list cms net reports
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
document list cms net reports13
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
document list cms net reports14
Document List – CMS Net Reports
  • County Pending List
  • Healthy Families Caseload Count
  • Healthy Families Plan List per Client
document list ccs claims
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)
document list ccs claims16
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)
business objects user group
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
conclusion
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?