Group Reports
Use these reports to see how one group's plan performs. Go to the group > “Reports” > “Generate report”. For the steps, see Reports 101.
Plan Performance
Statistics tab: A real-time Group Performance dashboard with stop-loss exposure, top cost drivers and claims cost per employee by month. You can download it as a PDF.
Aggregate: Claims, thresholds and loss ratios by month and coverage tier. See Aggregate Report.
Aggregate (by Location): The Aggregate report, split by location.
Lag: Claims with incurred dollars and the delay between the date of service and the date reported. See Lag and Turnaround Time (TAT) Report.
Claims and Utilization
Medical Claims: Medical claims by member, with services and cost share. The isCashPay column shows cash pay claims. See Medical Claims Report.
Pharmacy Claims: Pharmacy claims by member, with prescription use and payment responsibility. See Pharmacy Claims Report.
Provider Utilization: Visit frequency and plan spend by provider. Privacy Officers only. See Provider Utilization Report.
Prescription Utilization: Fill frequency and plan spend by drug. Privacy Officers only. See Prescription Utilization Report.
Member Accumulators: Each member's progress toward the deductible and out-of-pocket maximum. See Member Accumulators Report.
Enrollment: Coverage status and enrollment details. The planSelection column shows the plan each member is enrolled in. See Enrollment Report.
Stop Loss
High Cost Claimant: Claimants at 50% or more of the specific attachment point. Privacy Officers only. See High Cost Claimant Report.
Trigger Code: Claims with the CPT codes that you set as triggers. Privacy Officers only.
Book of Business Reports
Plan designers can see the data for all of their groups in one place. See Book of Business Reporting.
Tables: Members, Claims, Plan Claims, Claims Funds, Cash Pay and Stoploss Filings. You can filter the tables, add or remove columns and download them as CSV.
Loss Ratio Report: Premiums and claims for each group and plan year. Go to “Reports & Data” > “Reports” > “Generate report” > “Loss Ratio Report”. See Loss Ratio Report.
Cash Pay and DPC
Cash pay claims: Use the isCashPay column in the Medical Claims Report.
Cash pay cards: Use the Cash Pay table in Book of Business Reporting. Filter by DPC (Membership, Ancillary) to find DPC cards.
DPC payments and rosters: See DPC Payments and DPC Enrollment Updates.
Scheduled Reports
Yuzu can send the Eligibility, Medical Claims, Pharmacy Claims and Aggregate reports by secure email or SFTP, at any cadence. See Standard Outbound Reports.
Important Notes: PHI
Only Privacy Officers see PHI. If another user downloads a report, the PHI in it is redacted.