Overview
The Pre-tax Claims Transaction Report provides information about claim approval rates, claim rejection reasons and total claim spend for a given period. To learn more, see What information can I get from the pre-tax Claims Transaction Report?
Here are a few key details to keep in mind when creating a Pre-Tax Claims Transaction Report:
The report includes claims submitted within the specified date range. In the report, the "submitted date" represents the claim's creation date.
All dates and times in the report are in PDT.
The sample Pre-tax Claims Transaction Report outlines what information can be included on this report.
How to create a Pre-tax Claims Transaction Report
To get started, log in to Forma Admin and click “Reports” from the menu on the left. Click the "New Report" button, select "Pre-tax Benefits" report type, and select "Pre-tax Claims Transaction Report" from the list of templates.
Next, select the reporting period and optional columns to include in your report.
Included columns: These columns will always be included on the Pre-tax Claims Transaction Report and can’t be deselected.
- External Employee ID
- Submitted Date: When a claim was submitted
- Account Type
- Claim Status
- Amount Requested: Submitted amount
- Amount Approved
- Amount Rejected: Rejected or overpaid amount
- Amount to be Reimbursed: Applicable to ‘reimbursed’ and ‘overpaid’ claims. This is the amount the member will be reimbursed (amount approved minus amount offset)
- If the amount if fully used to offset, the “Amount to be Reimbursed” will be $0
Optional Columns: By default, these columns will be included in the report. You can exclude columns by unchecking the box.
- Primary Email
- Full Name
- Parent Claim ID: Applicable to child claims. The status must be ‘approved’ or ‘reimbursed.’ If populated, it means that a child claim was created when a pre-tax account was funded via payroll and triggers a new reimbursement
- Claim ID
- Receipt Date: Transaction date of service
- Reimbursement Date: The date when ‘Claim Status’ is updated to ‘reimbursed.’ Applicable to ‘reimbursed claims only.
- Service End Date
- Amount Offset: Amount approved but not reimbursed. The amount used to offset a balance due on an employee’s account.
- For ‘approved’ claims, the amount offset should be greater than $0
- For ‘reimbursed’ and ‘overpaid’ claims, the amount offset may be a negative amount. Please ignore these values.
- Amount Paid Back: Applicable to ‘reimbursed’ and ‘overpaid’ claims
- An overpaid claim will create a balance due. The ‘Amount Paid Back’ is the balance due amount.
- When a claim is marked as ‘overpaid’ but has an ‘Amount Paid Back’ greater than $0, there is no longer a balance due.
- Rejected Reason
- Merchant
- Support Note: Note from the Forma review team
- Subcategory
- Approval Date: The date when 'Claim Status' is updated to 'approved.' Applicable on 'approved' and 'overpaid' claims.
- Last Updated At: Last update made to a claim, including claim details and status updates x
Click “Run Report” to create the report.
While the report is being created:
When the report is ready to download:
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