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Accessing the accumulator manager

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Updated on August 31, 2021

If you have access to Accumulator manager, you can access the Accumulator manager portal from Dev Studio by selecting the Launch portal >Accumulator Manager.

The Accumulators screen opens, and the following fields are displayed:

Accumulator IDThe unique identifier for the accumulator record
TypeThe kind of accumulator captured – Authorization, Benefit, Contract, Financial, or Stop-loss.
Sub typeMore granular accumulator classification – Benefit limit, Dental, Family, Individual, Inpatient, Outpatient, Pharmacy, or Referral.
Type ID#The identification number associated with the accumulator.
Secondary IDThe Secondary ID displays the actually benefit ID, authorization ID, etc., if available
NameThe accumulator name (for example, Network Family Out of Pocket)
Max valueThe maximum value, in units or currency, for the accumulator
Revised maxThe revised maximum value, in units or currency, for the accumulator when an update is made.
Current valueThe current value, in units or currency, for the accumulator
Last transaction dateThe last date a transaction was applied to the accumulator

To locate a record, you can sort each column alphabetically, numerically, or by date and in ascending or descending order by clicking on the column header. You can also filter the returned results and search the text within each column.

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