The Executive Dashboard
Comprised of high-level charts and graphs designed to provide leadership with a snapshot of the overall health of the department; they should have drill-down capabilities so an executive can focus in on a particular case causing issues.
Operational Reporting
These reports help manage day-to-day operations, typically viewed by the Appeals & Grievances manager/supervisor, and help leadership assess the quantity and quality metrics from their team.
Universes
CMS regulators review these to determine if a health plan is properly managing the cases as well as its members; there should be plenty of front-end rules and logic in an Appeals & Grievances system to prevent inputs that are unacceptable for the universes.
Regulatory Reporting
In a similar way as the universes, the front-end rules and logic should produce pristine and high-quality regulatory reports (e.g., put in a date range and with one click, generate a universe).
Ad-Hoc Reports
Once the system is live, health plans should be able to create, save and run reports using an ad-hoc reporting tool; this provides needed flexibility when CMS changes its requirements on a report.
The best Appeals & Grievances technology providers will help plans to capture data and document it in a way that mitigates the risk of audit penalties.
A&G reporting should be configurable, real-time, proactive, and available with the touch of a button.

