Viewing an accumulator
Clicking the hyperlinked Accumulator ID opens the full accumulator record in a new tab. The primary sections are detailed below.
The Accumulator information section provides basic information regarding the accumulator. The fields are defined below.
| Field | Description |
| Accumulator ID type | The entity type associated with the accumulator (Contract, Family, Member, or Provider). |
| Accumulator type ID # | The identification number associated with the accumulator. |
| Accumulator type | The kind of accumulator captured – Authorization, Benefit, Contract, Financial, or Stop-loss. |
| Accumulator sub type | More granular accumulator classification – Benefit limit, Dental, Family, Individual, Inpatient, Outpatient, Pharmacy, or Referral. |
| Accumulator name | The name of the accumulator (for example, Network Individual Out of Pocket). |
| Accumulator limit override | Indicates whether the defined accumulator limit has been overridden by a user. |
| Network | Network or network level to which the accumulator is attributed. |
| Period | The duration over which the accumulator accumulates (for example, Annual, Per episode, Benefit year). |
| Start date | The first date the accumulator may begin to accrue. |
| End date | The last date the accumulator may to accrue. |
| Value type | The type of accumulator value captured - Currency, Days, Units, or Visits. |
| Current value | Current value or balance of the accumulator. |
| Benefit max | The accumulator’s maximum allowed value. |
| Source | The source from which the accumulator accrues - Claim, Customer service, or Authorization). |
| Status | Reports the accumulator status (Active, Exhausted, Cancelled). |
| External accumulator ID | An external name for the accumulator. |
| Secondary ID | Benefit ID/Authorization ID, if received from an external system |
| Tertiary ID | Benefit ID/Authorization ID, if received from an external system |
| Revised max | The updated maximum value, if applicable. |
| Business indicator | Available for discretionary use. |
The Transaction history section captures each transaction that has changed the accumulator. The fields are defined below.
| Field | Description |
| Previous value | The value of the accumulator prior the current transaction |
| Delta | The change in the accumulator value for this transaction. |
| Current value | The value of the accumulator based on the current transaction. |
| Service date | The date of the claim or service for this transaction. |
| Claim line | Claim line number (if the accumulator is sourced from a claim) |
| Foreign key | ID of this transaction in external system (for example, claim ID). |
| Max limit | Y/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:
| Field | Description |
| Value type | The type of accumulator value captured - Currency, Days, Units, or Visits. |
| External sys. ID | Identifies an external system as a source of the accumulator. |
| Source | The source from which the accumulator accrues - Claim, Customer service, or Authorization). |
| Update date/time | Date/time stamp to indicate when the transaction history was updated. |
| Notes | Freeform notes related to the transaction |
The accumulator audit history records the operator ID, create date, note, and change log entry related to manual accumulator updates.
AuditThe Audit slot on the right side of the screen displays the following fields.
| Field | Description |
| Created date | The date the accumulator was created. |
| Last updated time | The date/time of the most recent update. |
| Last transaction date | The most recent date a transaction was added to the accumulator record. |
| Operator | Captures the operator who created the accumulator record. |
| Last updated by | Captures the name of the person who most recently updated the accumulator record. |
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