COBRA Status Report

Use this option to generate a report on the billing status of individual COBRA benefits. The COBRA Status Listing provides payment dates, amounts paid, amounts due, total billings, and total payments. You also have the choice of focusing on current amounts, delinquent amounts, or both.

Menu Path: Benefits > Reports > Benefits Reports > COBRA Status Report

Report Types

The Report Type section includes the following radio buttons for determining the type of data to include:

Current (default)	Focuses on current billing amounts. This excludes records that have delinquent amounts but includes those with no amounts due.
Delinquent	Limits the report to records with delinquent balances. These records always have current amounts due, since delinquent balances are paid first.
Both	Includes both current and delinquent billing amounts.

Generating the COBRA Status Listing

Select Benefits > Reports > Benefits Reports > COBRA Status Report.
In the Report Type section, select a radio button to determine the type of data to include: Current, Delinquent, or Both.
In the Sort Order section, select the appropriate radio button to determine whether to sort records by Employee Name or Employee Number.
In the Report Criteria section, enter criteria to identify the records to include.
Click OK.
In the Print window, specify how to generate the report, and then click OK. The report's default file name is cobstat.rpt.

Fields

Field	Description
Employee Number	Employee ID numbers. You can enter an individual ID or use query symbols to identify multiple employees. To select multiple employees, separate IDs with the pipe symbol; for example, 112233\|123456\|135791. To select a range of ID numbers, use a colon between the lowest and highest numbers, for example, 100000:120000. To access all employees, leave the field blank.
Benefit	Codes identifying benefits, as defined in the Benefit Codes table. To select multiple codes, separate the codes with the pipe symbol, for example, 1270\|2630\|4590. To select codes that share the same first characters, use the asterisk symbol. For example, 35* selects all codes that begin with 35. To access all benefits, leave this field blank.
Dependent SSN	Social Security numbers of employees' dependents. Be sure to include the dashes. If a benefit is not for a dependent, then the system uses the Social Security number of the employee. This field is only available for users with the proper security. To enter multiple numbers, insert the pipe symbol between each, for example, 159-92-4505\|204-56-7882\|186-92-4022 To access records regardless of Social Security number, leave the field blank.
Status	Codes identifying the status of the employee/dependent benefit. Select: P - PENDING A - ACTIVE R - REVOKED C - CLOSED You can enter multiple codes, by inserting the pipe symbol between each, for example, P\|A. To select all records regardless of status, leave the field blank.
Notification Type	Codes identifying notices sent to employees or dependents on the status of their benefits. These codes are defined in the Notification Types Table. For information on using query symbols, refer to the Benefit field.
Due Date	Dates that benefit amounts must be paid.
Due Current	Amounts due from the most recent billings.
Due Delinq(uent)	Total amounts unpaid from all past billings, except the most recent.
Last Paid	Payment amounts from the most recent billings for the accounts selected.
Paid Date	Dates the most recent payments were made.
Total Billed	Running totals of all amounts billed for individual benefits.
Total Paid	Running totals of all amounts paid for individual benefits.
Note	In date fields, you can use the less than (<), greater than (>), and equal (=) symbols to search for records. <=03012018 accesses all records on or before 03/01/2018. >=03012018 accesses all records on or after 03/01/2018. <03012018 accesses all records before 03/01/2018. >03012018 accesses all records after 03/01/2018. =03012018 accesses all records on 03/01/2018. You can also use these symbols in amount fields. For example, >150 accesses all records where the amount was greater than $150.