Products: Report Descriptions

STD Payment History Report – formatted and unformatted – Available weekly. This report provides a detailed summary of the paid claims during a specified date range, such as the prior week. It identifies the claimant name, claim number, date of disability, benefit period, gross benefit amount, applicable offsets and taxes as well as the resultant pre and post tax net benefit. The claims are segregated and financials are totaled by policyholder name.
STD Individual ATP Report – formatted and unformatted – Available weekly. This report provides an individual payment data sheet on each claim that had a payment approved during a specified period of time. Each individual data sheet contains the claimant's name, CDS claim number, payee name and address, explanation of benefits, benefit payment amount, CDS examiner name, and date of disability.
STD Open Claims Report – formatted and unformatted – Available Weekly. The report provides details pertaining to on-going (open) short term disability claims since plan/policy inception. It identifies on a claimant level, the basic information relevant to all open claims liabilities for the policyholder's disability policy. The report includes the claimant name, claim number, claimant state, date of disability, date of hire, claimant report date, current claim status, and policyholder name. The report sorts claims by policyholder name.
STD Closed Claims Report – formatted and unformatted – Available Weekly. This report provides a list of the claims closed during a specified period of time, such as the prior week. It identifies the claimant name, CDS claim number, claimant state, date of disability, date of hire, date closed or re-closed, the date benefits were paid to, the claim report date and the reason the claim was closed. The report sorts claims by policyholder name.
LTD Payment History Report – formatted and unformatted – Available Monthly. This report provides a detailed summary of the paid claims during a specified date range, such as the prior month. It identifies the claimant name, CDS claim number, date of disability, payment type as well as the benefit period; the gross benefit amount, the applicable offsets and the resultant net benefit. The claims are segregated by policyholder name.
LTD Individual ATP Reports – formatted – Available Monthly. This report provides an individual payment data sheet on each claim that had a payment approved during a specified period of time. Each individual data sheet contains the claimant name, CDS claim number, payee name and address, explanation of benefits, benefit payment amount, CDS examiner name, as well as critical claim information such as date of disability, ICD-9 code, claim status, and nature code. LTD individual ATP reports are sorted by: (a) Client #; (b) Policyholder name (so all ATPs for a client and employer are grouped together); (c) Claim Number; and (d) By Approved Date.
LTD Open Claims Report – formatted and unformatted – Available Monthly. The report provides a detailed snapshot of all open long-term disability claims since plan/policy inception. It identifies on a claimant level, the basic information relevant to all open claims liabilities for the policyholder's disability policy. The report includes the following data fields: claim number, claimant name, claimant state, current claim status, date of disability, and policyholder.
LTD Closed Claims Report – formatted and unformatted – Available Monthly. This report provides a list of the claims closed during a specified period of time, such as the prior month. It identifies the claimant name, CDS claim number, claimant state, date of disability, current claim status, date closed or re-closed, the date benefits were paid to and the reason the claim was closed. The report sorts claims by policyholder name.
Automated Underwriting Turnaround Time Report – formatted and unformatted – Available Monthly. These are proposal-tracking reports showing turnaround time. Includes the following data: proposal number; employer group name; lives quoted; product line; underwriter name; login date; log out date; pending date; pending reason; date pending information received; total number of days pending; processing time following pending days; processing time excluding pending days; reason declined, totals - in-process, pending outstanding information, approved, declined, and total proposals received during the stated period.