February 23, 2024

Benefits Reconciliation 3.2. Whats New?

We are thrilled to announce the release of Tabulera 3.2, the latest upgrade aimed at enhancing your experience with our Benefits Reconciliation Module. This upgrade introduces several new features designed to streamline your processes and provide greater control over your reconciliation tasks.

Manual Adjustments

The "Manual Adjustments" feature provides a method for entering adjustments into the Plan Balance ledger. This feature supports retroactive adjustments (Beginning Balance) for balances prior to the conversion to Tabulera or allows for the write-off of benefit premiums.

Click "Add Manual Adjustments" Button to add corrections to the Plan Ledger
Enter the amount and select an adjustment type
The added adjustment will be visible in the plan ledger view

Previous Period Resolution

This new feature allows you to resolve the current and previous month's discrepancies with just two clicks. This means users no longer have to go through each month individually to mark the plan as resolved and add a note for each month.

Click on the dropdown button to resolve multiple months
Select the months you wish to be resolved and add notes

Platform Guide

The most recent update now includes a Platform Guide, which explains step-by-step how to upload the source data files and how to navigate and use the Benefits Reconciliation Module. It can be accessed from the User Menu in the top right corner.

Launch a Platform Guide

Carrier Portal Links

Invoice retrieval from the carrier portal can be a time-consuming process. This new feature allows you to automatically log in to the carrier portals and avoid the copy-pasting of login credentials. The first time you access this feature, you will be redirected to the Chrome Webstore to download a Tabulera Web Password Filler Extension. Once the extension is installed, every time you hit the button next to the carrier invoice name, you will be automatically redirected to the login page, and the login credentials will be auto-completed.

Click the "Globe button" to login to the portal
1. Carrier Portal URL. 2. Copy Username details 3. Copy Password
Install Google Chrome Extension

Security Improvements

2FA, or two-factor authentication, is a security measure implemented to safeguard access to the Tabulera platform. Beginning March 4th, this enhanced security feature will require every Tabulera user to provide an additional layer of authentication when logging in. In addition to entering their username and password, users will also be prompted to input a unique code sent to their registered email address.

Table of contents:

Tabulera Modules

Benefits Reconciliation:

Cuts Invoice Audit time by 85% and eliminates 97% of benefit write-offs.

Learn More

EDI Connectivity:

Speed up the creation of carrier EDI 834 enrollment and payroll feeds.

Learn More

Consolidated Invoicing:

Pay a single invoice for all your benefit plans.

Learn More

Payments Automation:

Collect subsidiary premiums and send carrier payments.

Learn More