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 Easy to use

Running a Corporate Document

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

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 Document

Click on the report you want to run

Running a Corporate Document

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

Running a Corporate Document

Click “Save” to save as an Excel spreadsheet

Running a Corporate Document

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

Running a Corporate Document

Contact county IT if file does not download

Running a Corporate Document

Excel version of Corporate Document

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 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 Reports

County Pending List Healthy Families Caseload Count Healthy Families Plan List per Client

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 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

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

Corporate Documents are reports that are created for you

We will create additional reports for counties at the Business Objects User Group meeting

Questions?