Stop-Loss
May 27, 2026
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Team-wide workspace
Overview
Work Queue
Reporting
Groups
Filing
Admin
Reporting
Reporting workspace
Daily notices and the monthly report suite are grouped as one reporting workflow.
Daily 50% notices
Generate the daily group/carrier notice package, review members, download Excel, and mark delivery to portal or EFT folder.
Monthly report suite
Aggregate, 50% rollup, trigger diagnosis, specialty Rx, pended claims, IBNR lag, check register, and reimbursement rollup.