The 3 carriers that have Rolling statements are:
- Aetna MA
- Heartland National
- Publishes a Rolling and Defined statement. We recommend digesting the Defined statement. Here's a walkthrough.
- Unitedhealthcare
Understanding Rolling Statements 0:00
- United Health Care, Heartland National, and Aetna have rolling statements.
- A rolling statement allows for continuous updates throughout the month.
Downloading Commission Statements 0:33
- You can download the commission statement file at any time during the month.
- Example: Downloading on January 5th will include data from January 1st to January 5th.
Avoiding Duplicate Data 1:18
- If you download the file on different dates (e.g., January 5th and January 18th), the data for the overlapping days will be duplicated.
- ComTrack will reject any attempts to digest a file that contains duplicate data.
Digesting Files Correctly 1:51
- To successfully digest the United Health Care files, wait until February 1st to process January files.
- This prevents duplicates and ensures accurate data.
Cautionary Notes
- Do not attempt to digest files from the same month before the first of the following month. This will lead to rejection due to duplicate data.
- Always check the statement type to confirm if it is a rolling statement before downloading.