Class Description. January 15 January 18, 2019 Palm Beach County Convention Center West Palm Beach, Florida. Introduction to Policy Data Reporting

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1 s Plicy/POC Data Classes Intrductin t Plicy Data This class prvides the fundamentals f reprting Plicy data and plicy transactins and includes an verview f the Plicy and Prf f Cverage Guidebk. Yu will learn the recmmended wrkflw fr reprting Plicy data, hw t review and understand edits, Plicy and POC Reject and Errr reprts, and the impact n data quality. Plicy Data Cllectin Tl This class is fr new reprters r existing reprters new t Plicy data reprting. This hands n intrductry class cvers hw t use the basic features and functinality f the Plicy Data Cllectin tl t: View Plicy and Prf f Cverage data Identify assciated edits Update Plicy data Make crrectins Effective Plicy fr POC This class is fr new reprters r existing reprters new t Plicy data reprting. This class prvides an in depth discussin n NCCI s Prf f Cverage (POC) prcess. The class cvers tpics such as name and address linking; reprting adding, changing, and ending cverage; and crrecting previusly reprted Plicy data. Researching and Crrecting POC Edits WCPOLS (Plicy) File Submissin and Prcessing Name and Address fr POC POC State Specific This class is fr experienced Plicy data reprters. This class fcuses n NCCI s editing prcess fr Plicy data and includes in depth discussins abut specific POC edits. Yu will wrk thrugh specific errr cnditins and receive guidance n hw t use NCCI s extensive resurces t identify utstanding POC edits and hw t address them. This class cvers Plicy data submissin files (WCPOLS frmat) and prcessing tpics, including: Linking and key field prcessing, including acrss transactins Acceptable transactin types Prper sequencing f transactins Prcessing fields such as Plicy Change Effective/Expiratin dates Differences between reprting a WCPOLS file versus updates using the Plicy Data Cllectin tl This class fcuses n hw t prperly reprt names and addresses n plicy transactins t ensure the accuracy f emplyer recrds fr Prf f Cverage (POC). Yu will learn what t cnsider t prevent cmmn linking errrs that affect POC. This class prvides state specific reprting fr Prf f Cverage (POC) with highlights n data element reprting requirements. Yu will becme familiar with the POC State Guide fr state exceptins, impact f state reprting fr POC, and any state specific prcessing. Page 1 f 7

2 s Unit Statistical Data Classes Intrductin t Unit Statistical Data This class fcuses n the basics f Unit Statistical data reprting rules and valuatins. Yu will receive an verview f NCCI s Statistical Plan, Unit Statistical Guidebk, and ther resurces needed fr Unit Statistical data reprting. Unit Data Cllectin Tl Unit Statistical Data Researching and Addressing Edits Unit Statistical Data Researching and Respnding t Validatin Tests Unit Statistical Data Premium Rating Prgrams and Expsures Unit Statistical Data Lss and Claim Cnditins Unit Data Cllectin Tl Unit Ntificatins Feature This class is fr new reprters r existing reprters new t Unit Statistical data reprting. In this hands n class, yu will discver hw t use the Unit Data Cllectin tl fr viewing and updating Unit Statistical data. Yu will navigate thrugh the tl s screens, learn its functins, and view search results and nline edits. Varius exercises and wrkflws will be presented t fcus n crrecting yur data using the current view and researching prir crrectins and edits using the histrical view. This class fcuses n NCCI s editing prcess fr Unit Statistical data and leads int in depth discussins abut specific lgical and relatinal edits. Yu will wrk thrugh specific errr cnditins and receive guidance n hw t use NCCI's extensive resurces t identify utstanding edits and address them. This class fcuses n NCCI's Unit Data Validatin prcess and includes an in depth discussin abut specific validatin tests. Yu will wrk thrugh a number f suspect cnditins using varius reprting examples and learn hw t research and respnd t NCCI's ntificatins. This class fcuses n Premium Rating prgrams and Expsure reprting tpics, including: Per Capita Expsures Supplemental Disease Expsure N Expsure Develped Split Perid Increased Limits Charge Premium Rating Prgrams Schedule and Individual Risk Rating Plans Deductible Credits Audit Nncmpliance Charge This class fcuses n specific lss and expense reprting tpics, including: Claim cnditins and claim tpics (lump sum payments) Subrgatin/Secnd Injury Fund lss crrectins Crrectin reprts versus claim develpment Expenses included in r excluded frm lsses Fraudulent and Nncmpensable claims Catastrphe claims Additinal Claim Rules (reprtable r nnreprtable claims) In this hands n intrductry class, yu will learn hw t use the Ntificatin feature f the Unit Data Cllectin tl. Yu'll als learn hw t search and view unit ntificatins and their assciated expsure/claim grid rws and hw t use the basic functins f the feature. This class is fr new reprters r existing reprters new t Unit Statistical data reprting. Page 2 f 7

3 s Unit Statistical Data Classes WCSTAT (Unit) File Submissin and Prcessing Unit Statistical Data State Prgrams and Exceptins This class fcuses n unit data submissin files (WCSTAT frmat) and prcessing tpics, including: Identifying Expected Unit Reprts Resurces fr creating Unit data files Unit Reprt Cmpnents: Linking and Key Field Prcessing Expsure and Lss Matching Update Type Cde Crrectin Sequence Pre Editing Unit Data Electrnic File Submissin and Submissin Editing Data Quality Editing Differences between reprting a WCSTAT file versus updates using the Unit Data Cllectin tl This class examines the reprting requirements fr state specific prgrams and state exceptin tpics, including: Subrgatin and Secnd Injury Funds Unique Deductible Prgrams Emplyer Paid/Cmpensatin Reimbursement Prgrams State Premium Prgrams Financial Call Classes Intrductin t Financial Call This class cvers the basics f Financial Call reprting rules fr premium, lsses, and expenses. Yu will receive an verview f each Financial Call type and hw t use the Financial Call Guidebk. The Financial Data Wrkflw and the 2019 reprting seasn are als discussed. Financial Calls Designated Statistical Level Premium Financial Data Cllectin Tl This class is fr new reprters r existing reprters new t Financial Call reprting. This class examines reprting rules fr deriving the Designated Statistical (DSR) Level Premium and presents detailed instructins n the tw methds (average deviatin and extending expsures). Yu will review assciated tpics such as deviatin histry and DSR validatin. This hands n intrductry class fcuses n the features and functinality f the Financial Data Cllectin tl. Yu will learn hw t use the tl as part f the Financial Data Wrkflw. This class is fr new reprters r existing reprters new t Financial Call reprting. Page 3 f 7

4 s Financial Call Classes Financial Data Validatin and Actuarial Edits Financial Call Data File Creatin and Imprt Financial Calls Aggregate Data Quality Incentive Prgram Financial Call t Unit Statistical Data Cmparisns Indemnity Data Call Classes Basics f the Indemnity Data Call Indemnity Data Call Transactinal Recrd This class prvides an verview f NCCI s validatin f Financial Call data and actuarial edits. Yu will review Call relatinships and reslve actuarial interrgatries. The class includes indepth discussins n anmalies and unique issues and cvers edit reslutin and validatin tls. Additinal special premium and lss cmpnent tpics include: Cnsent t Rate Vluntary versus Assigned Risk plicies Subrgatin and Secnd Injury Deductible Reimbursements This hands n class supplements the Financial Data Cllectin tl class and fcuses n the prcess f creating data files using the imprt recrd layuts fund in the Financial Call Guidebk. This class prvides an verview f the Aggregate Data Quality Incentive Prgram (ADQIP) and its cmpnents, applicability, and assessments, and the 2019 prgram changes. Yu will learn hw t view infrmatin related t ADQIP in the Data Manager Dashbard. The class als gives an verview f the Carrier Data Quality Reprt Prgram (aka Carrier Reprt Card) with a fcus n its Financial Call data cmpnent and 2019 prgram changes. This class includes an verview f the Financial Call t Unit Statistical data cmparisns. Yu will learn hw t review and respnd t Fin/Stat cmparisn analyses. The class als explres DSR Level Premium and Large Lss analyses and discusses cmmn drivers and next steps when reslving discrepancies. This class prvides an verview f the basic reprting rules and requirements fr the Indemnity Data Call as utlined in the Indemnity Data Call Implementatin Guide. This class is recmmended fr participants f the new Indemnity Data Call. This class fcuses n the reprting f the Transactinal Recrd fr the Indemnity Data Call. It will include discussins n data elements and reprting rules. Detailed reprting examples will be prvided as well as a review f the change ptins. Indemnity Data Call Quarterly Recrd This class is recmmended fr persnnel respnsible fr implementing the Indemnity Data Call. This class fcuses n the reprting f the Quarterly Recrd fr the Indemnity Data Call. It will include discussins n data elements and reprting rules. A claim case study will be examined as well as a review f the prcess t change r delete a Quarterly Recrd. This class is recmmended fr persnnel respnsible fr implementing the Indemnity Data Call. Page 4 f 7

5 DCI Classes Intrductin t DCI s This class discusses the basic DCI reprting rules, valuatins, and field requirements. Additinal tpics include: DCI Guidebk and additinal resurces needed t reprt DCI data elements Expected and reprtable claims Edits and reprts Carrier Outreach Prcess Cmpliance Prgram Sunsetting f DCI Prgram DCI Data Edits and Validatin DCI Data Cllectin Tl This class is recmmended fr new reprters r existing reprters new t DCI reprting. This class prvides yu with an verview f the Detailed Claim Infrmatin (DCI) submissin and editing prcess, validatin prcess, and quality reprting cncepts. Discussin will include hw t: Identify, research, and reslve specific edit scenaris and cnditins Use the DCI Observatins View in the DCI Data Cllectin tl t mnitr yur quality Review DCI Observatins by selected data element Claim Element Data Quality Permanent Partial Disability Benefit Type Attrney Indicatr Benefit Type Payment Fluctuatins Use varius resurces fr submitting, editing, and validating yur data This hands n intrductry class explres the features and functinality f the DCI Data Cllectin tl. Yu will learn hw t use this tl fr searching, reprting, and crrecting Detailed Claim Infrmatin (DCI). Yu will als learn hw t access and view DCI data reprts and generate data extracts. This class is fr new reprters r existing reprters new t DCI reprting. Medical Call Classes Intrductin t Medical Data Call This class prvides the basic reprting rules and requirements fr the Medical Data Call as utlined in the Medical Data Call Guidebk. It als includes a demnstratin f the features and functinality f the Medical Data Cllectin tl t assist yu in mnitring the quality and cmpleteness f yur file submissins. Medical Data Call Validatin Medical Incentive Prgram This class is fr new reprters r existing reprters new t Medical Call Data reprting. This class fcuses n NCCI s validatin f the Medical Data Call, hw it relates t ther data types, and the effect f data issues n data usage. We cver NCCI s apprach t identifying data reprting utliers, carrier utreach, and expectatins fr crrective actin. This class explres the Medical Incentive Prgram including the prgram cmpnents and assessments, criteria, and hw t mnitr yur reprting perfrmance using the Medical Data Cllectin tl. Page 5 f 7

6 s Multi Data Type Classes Data Manager Dashbard Mnitring Perfrmance Data Quality Incentive Prgram PEO Plicies and Data Data Requirements fr Experience Rating In this hands n class, gain insight n: Hw t mnitr yur data reprting perfrmance and cmpliance prgram results fr Plicy, Unit Statistical, DCI, Financial Call, and Pl data using Data Manager Dashbard Hw t navigate the data type screens and view and retrieve summarized and detailed data reprting results Ways t identify pprtunities fr crrective actin fr bth timeliness and quality perfrmance Nte: This class will NOT cver the Medical Incentive Prgram and Aggregate Data Quality Incentive Prgram r specific cmpnents f the Data Quality Incentive Prgram. These tpics will be cvered separately in their specific classes. This class prvides an verview f the data cmpliance prgrams that evaluate Plicy, Unit Statistical, and DCI data. The prgrams include: Data Quality Incentive Prgram (DQIP) Regulatr Exceptin Prgram Carrier Reprt Card Yu will learn hw each prgram evaluates data reprting perfrmance and the impact f quality results. This class prvides an verview f: The rules fr Prfessinal Emplyer Organizatin (PEO)/Emplyee Leasing plicies related t plicy issuance requirements fr experience rating (ER Split Data) and Prf f Cverage (POC) cmpliance The required data elements fr Plicy data and Unit Statistical data reprting State exceptins and regulatry requirements fr these plicies State legislatin, filings, and emerging issues This class prvides an verview f the Plicy and Unit Statistical data used in experience rating (ER) that determines: Premium eligibility Rating Effective Date Experience rating perid Calculatin f mdificatin factr Cntingent ratings Revisins f mdificatin factr Distributin f wrksheets The class als cvers data reprting requirements and crrectins fr experience rating and the submissin f ER Split Data due t wnership changes. Page 6 f 7

7 s Multi Data Type Classes Overview f NCCI Data This class prvides a high level verview f reprting data t NCCI and hw t use available resurces by data type. Yu will als learn hw t navigate ncci.cm, NCCI s suite f data tls and manuals, and hw t set up yur ntificatins fr manual and website updates. Unique Plicy Cverage and Rating Prgrams Federal Act Cverages and This class is fr new reprters. This class prvides underwriting rules, frms, and reprting requirements fr plicies that cver niche prgrams. It includes a discussin f reprting rules acrss multiple data types and any assciated edits and validatin fr varius tpics, such as: Deductible Prgrams Vluntary Cmpensatin Emplyers Liability (E/L) Insurance Retrspective Rated Plicies Wrap Up Cnstructin Prject TRIA Cverage Audit Nncmpliance Multiple Rating Dates Ratable/Nnratable Grups Supplemental Disease Expsures Settlements Subrgatin Medicare Secndary Payer (MSP) r Medicare Set Asides (MSA) State specific prgrams This class prvides underwriting rules, frms, and reprting requirements fr plicies that cver federal acts. The class als includes a discussin f reprting rules acrss multiple data types and any assciated edits and validatin fr the fllwing tpics: United States Lngshre and Harbr Wrkers (USL&HW) Cmpensatin Act and its extensins Admiralty Law (Jnes Act) Federal Emplyers Liability Act (FELA) Federal Mine Safety and Health Act (Black Lung Disease) Federal Cverage Service Natinal Defense Prjects Rating Plan Atmic Energy and Radiatin Expsure Terrrism Risk Insurance Cverage Page 7 f 7