AE Tips and Tricks
This Macro can be used to ensure correct rates and surcharges are showing for prior plan year adjustments.
What is the AE Rate Update Macro
If we administer COBRA, this is what should show under 'Structures' when reviewing the Billing Rules for COBRA subgroups.
What is 'Multiple'
This is what you add to the notes section of the AW task 'Financial Reporting - Complete Peer QA Billing Setup & AE Scorecard'
What is, notate results and add link to zipped folder containing the Scorecard, Check, and any reports used.
This is when the flex/flex 2 plan anniversary dates need to be updated.
When the plan is peramount, and the date is not the same as the effective date of the new plan year.
Under the MB_Type Column, these types need to be reviewed during the pre / post compare process
What are the ADJ-Credit and ADJ-Debit MB types
Where you can track AE tasks for your clients.
What is the AE Billing Tracker
This is where AE information is stored in BenefitSolver.
Where is Company - Discovery - Annual Enrollment
What you do when the date of the AW task named 'Data Load Scheduling and Requirements Gathering' does not match the run date of the new plan year.
What is discussion the CSL and request to have the AW task date updated
This is when the scorecard can be started.
When AE closes
This is how you find missing adjustments
What is, use the concat or concatenate and vlookup or xlookup formulas to compare credit and debit adjustments on both the pre and post billing downloads.
This is how you create a billing guide for the new plan year.
What is, Edit event, change effective date to new plan year effective date, select all applicable divisions and save, then update with any changes for the new plan year.
This AW task is used to resolve errors found during the Peer Billing Setup QA task.
What is the AW task named 'Resolve Peer Billing Setup QA Errors.'
These reports need to be run to complete the AE scorecard.
What are:
LTD STD Billing Plan Report
Billing Location Group Structures
Billing Rule Export
Invoice Setup Report
Plans Export
Structure Info Report
ASO Report
These are the adjustments you need to review prior to importing the missing adjustments
What are any v or x lookups results that are n/a