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Financial Reports

Coordination of Benefits Report Training Video

Learn how to navigate and understand the insights within the STI Technologies Coordination of Benefits Report. 

Description:

In this video users will learn the basics about how to navigate and interpret the information within the Coordination of Benefits Report. â€‹

 

This report will help answer important business questions like “How is my product performing within my program?”, “How do previous payer types affect that performance?, “How have these figures changed over time?, et cetera.

Video Contents:

  1. Introduction [00:17]

  2. Global Settings [01:09]

  3. Detailed Activity [02:29]

  4. ​View Settings [05:42]

  5. Payment Overview [07:32]

  6. Payment Trending [09:52]

  7. Previous Payer Type Overview [10:39]

  8. Previous Payer Type Trending [11:06]

  9. Additional Features:

    • Glossary [11:25]​

    • Export Data [11:40]

    • Save Custom Global View [12:02]

    • Subscriptions [12:23]

Programmer in Office

Portal Functions Overview

The Portal Functions Overview is a user guide designed to help give you a general understanding of how to navigate the Data Solutions Portal, no matter which report you are reviewing

Portal Functions Guide Cover.png
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