Our comprehensive Administrative Reporting Suite offers a variety of valuable reports designed to help you track, manage, and review important HRA-related information. Below is a guide on how to access these reports and what each contains.
Accessing Reports
- Click on your name in the top-right corner of the screen.
- Click on Documents & Reports from the dropdown menu to access the following seven reporting options:
1. Employee Summary
The Employee Summary provides real-time details regarding each employee's plan year. Here, you can view:
- Whether employees have completed onboarding.
- The current usage of their HRA.
2. Reimbursement Summary
The Reimbursement Summary outlines all non-taxable (and taxable for QSEHRA) reimbursements for each employee by month within the plan year. This report helps track reimbursement history clearly and efficiently. (This report is a real-time snapshot, which is a little different than what is in the reports section.)
3. Claims
The Claims report lists all employee claims, showing the employee's name but excluding any Protected Health Information (PHI). This report also includes the current reimbursement status of each claim for improved tracking and transparency.
4. ACH Transactions
The ACH Transactions report details each ACH payment from the employer to employees for a given transaction date. (The ACH reporting is aggregated by employee and transaction date, which you have correct. It is also important to note that in reality, we aggregate by transaction date only when initiating the ACH. I didn’t think the example did anything to clarify that.)
5. Billing History
The Billing History report offers a comprehensive view of past billing records for your organization's HRA. This section provides a clear view of payment transactions, ensuring easy access to billing details for audits and reconciliation.
6. Reports
The Reports section contains:
- Monthly Reimbursement Reports: For employers who do not use ACH, these reports provide the necessary data to process employee reimbursements manually.
- Annual Tax Information: These documents help QSEHRA administrators update employee W2s and guide ICHRA administrators in completing 1094 and 1095 forms.
7. Plan Documents
The Plan Documents section stores all critical HRA-related documentation, divided into two categories:
HRA-Related Documents:
- Plan Document: Details the structure and operation of the HRA plan.
- Summary Plan Description: An overview explaining the benefits, rights, and responsibilities of participants.
- Appendix A: Contains information about the benefit provided.
- Employee Notice: A document designed to inform employees about their HRA benefits and requirements.
Salusion-Related Documents:
- Administrative Services Agreement: Outlines the terms and conditions for administrative services provided by Salusion.
- Exhibit B: Contains pricing information.
- ACH Authorization: Authorizes Salusion to initiate ACH transactions for reimbursement processing.
Final Notes
Our Administrative Reporting Suite is designed to provide clear, detailed insights into your organization's HRA operations. By leveraging these resources, you can efficiently manage employee plans, track reimbursements, and stay compliant with required documentation.
