The Employer Loss Run Report (multiple) can be run for multiple employers at once, combined in one document, to view an employer’s losses for four plan years, to get an overview of their claim performance, and possibly send it to the employer. This report is useful for employers with multiple sub-accounts.
The report results include claim information, lag time, budget numbers adjusted for % Liability, and injury/incident information. The bar chart summarizes budget numbers for each plan year and a table of grand totals for all plan years appear at the top of the report, along with Account Manager contact info.
The report is formatted for export to PDF to facilitate printing or sending as an e-mail attachment.
The report footer includes the firm logo to brand communications to the employers.
Parameters:
Current Plan Year End Date (required) determines which set of four plan years will be included in the report. To see the most current four years of experience, specify the end date for your current plan year. The default value is the next June 30, but you may need to change it if your plan year start is other than the most common July 1 start date.
Employer Program (required) selects the retro or TPA program to be included in the report and in the Employer parameter drop-down. The default is the first retro group found so, if your firm manages only one retro group, no selection is needed.
Employers (required) allows you to narrow results to a specific employer account or group of employer accounts. If left showing None Selected, all active and inactive accounts (including internal, administrative accounts) will be included.
^Let me pick inactive employers^ checkbox determines whether inactive employers are included in the choices for selection in the Employers parameter. To see only active employers, leave the checkbox unchecked (the default selection) and Select All (or a subset of) the employers in the Employers parameter.
Service (optional) allows you to narrow the results to a particular service or services. If left showing None Selected, then all services will be included.
Incurred Loss Type (required) allows you to select either Case Incurred Loss or Final Incurred Loss to include in the report. The parameter defaults to Case Incurred Loss.
Notes:
Claim Type uses the claim type value that is manually entered in each case/claim in the Basic Info section of the Claim sub-tab, Claim Info main tab. This is not the L&I claim type.
Percent liability for all third party claims defaults to the value specified on the Admin > Firm tab but it can be adjusted for individual claims in the Claim Info > Claim screen. Occupational disease claims will use the % liability shown in CAC. All other claims are 100% liability.
Lag Time is the number of days from Date of Injury to the Referral Date (when the claim and its associated case was created). Average Lag Time is calculated and displayed at the bottom of each plan year section.