1

Audit Carriers

1.1

Click the menu button, then Claims from the Administration list, then Carrier Claim Audit to display the Carrier Audit window. If you do not see the link, contact your ESL Office administrator to make sure you have sufficient permissions.

1.2

Enter the close period date range you want to audit in the Close Period From: and To: fields. Enter the date directly in the fields in MM/YYYY format.

1.3

Enter the receipt date range you want to audit in the Receipt Date From: and To: fields. Enter the date directly in the fields in MM/DD/YYYY format or click the calendar icons and set the dates using the date picker tool.

1.4

Click the Carrier button to display the Company window. Select the carrier you want to audit.

1.5

Click Print to generate a PDF of the audit. Click Excel to generate an Excel spreadsheet of the audit.

Effective Date
Policy effective date.
Account Name
Name of the account.
Coverage Type
Type of policy coverage.
Reimb Type
Reimbursement type.
Payment Status
Status of any payment.
Check Date
When the payment check was issued.
Check No
Payment check number.
Payee
Who the payment was made to.
Amount
Payment amount.
Bdx Close Month
Bordereaux closing month.
Claimant
Who made the claim.
ICD-9 Diagnosis
ICD-9 diagnosis description.
ICD-10 Diagnosis
ICD-10 diagnosis description.
Carrier
Carrier for the policy.