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Viewing an accumulator

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Updated on August 31, 2021

Clicking the hyperlinked Accumulator ID opens the full accumulator record in a new tab. The primary sections are detailed below.

Accumulator information

The Accumulator information section provides basic information regarding the accumulator. The fields are defined below.

FieldDescription
Accumulator ID typeThe entity type associated with the accumulator (Contract, Family, Member, or Provider).
Accumulator type ID #The identification number associated with the accumulator.
Accumulator typeThe kind of accumulator captured – Authorization, Benefit, Contract, Financial, or Stop-loss.
Accumulator sub typeMore granular accumulator classification – Benefit limit, Dental, Family, Individual, Inpatient, Outpatient, Pharmacy, or Referral.
Accumulator nameThe name of the accumulator (for example, Network Individual Out of Pocket).
Accumulator limit overrideIndicates whether the defined accumulator limit has been overridden by a user.
NetworkNetwork or network level to which the accumulator is attributed.
PeriodThe duration over which the accumulator accumulates (for example, Annual, Per episode, Benefit year).
Start dateThe first date the accumulator may begin to accrue.
End dateThe last date the accumulator may to accrue.
Value typeThe type of accumulator value captured - Currency, Days, Units, or Visits.
Current valueCurrent value or balance of the accumulator.
Benefit maxThe accumulator’s maximum allowed value.
SourceThe source from which the accumulator accrues - Claim, Customer service, or Authorization).
StatusReports the accumulator status (Active, Exhausted, Cancelled).
External accumulator IDAn external name for the accumulator.
Secondary IDBenefit ID/Authorization ID, if received from an external system
Tertiary IDBenefit ID/Authorization ID, if received from an external system
Revised maxThe updated maximum value, if applicable.
Business indicatorAvailable for discretionary use.

Transaction history

The Transaction history section captures each transaction that has changed the accumulator. The fields are defined below.

FieldDescription
Previous valueThe value of the accumulator prior the current transaction
DeltaThe change in the accumulator value for this transaction.
Current valueThe value of the accumulator based on the current transaction.
Service dateThe date of the claim or service for this transaction.
Claim lineClaim line number (if the accumulator is sourced from a claim)
Foreign keyID of this transaction in external system (for example, claim ID).
Max limitY/N indicator to capture if the accumulator limit was met with this transaction.

Expanding each row in the Transaction history section displays the following fields:

FieldDescription
Value typeThe type of accumulator value captured - Currency, Days, Units, or Visits.
External sys. IDIdentifies an external system as a source of the accumulator.
SourceThe source from which the accumulator accrues - Claim, Customer service, or Authorization).
Update date/timeDate/time stamp to indicate when the transaction history was updated.
NotesFreeform notes related to the transaction

Audit history

The accumulator audit history records the operator ID, create date, note, and change log entry related to manual accumulator updates.

Audit

The Audit slot on the right side of the screen displays the following fields.

FieldDescription
Created dateThe date the accumulator was created.
Last updated timeThe date/time of the most recent update.
Last transaction dateThe most recent date a transaction was added to the accumulator record.
OperatorCaptures the operator who created the accumulator record.
Last updated byCaptures the name of the person who most recently updated the accumulator record.
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