Connections

The IVANS Connections Report provides your agency with a road map for automation. This report offers the opportunity to generate additional time savings for your agency and turn on download for every line of business for each carrier you represent. This report shows all inactive download connections that are available to your agency for more than 20 lines of business, including eDocs & Messages, Claims, and Direct Bill Commission Statement download.

The items across the top of the chart represent the available lines of business available. These are listed alphabetically by grouping.

Your carrier partners that download with IVANS are listed down the left, also alphabetically. These display ten per page. To see any carriers beyond the first ten, click the arrows at the bottom of the screen to scroll through the chart.

Carrier partners whose names are in blue and underlined indicates that the carrier has provided contact information. Click on the carrier’s name to display their contact card displays. The card has two tabs:

• Interface Contacts – The Interface Contacts tab contains contact information. Clicking the dropdown menu positioned directly beneath the carrier’s name allows you to navigate through the contact categories, if more than one category was provided.
  
  Note: The icon indicates that the contact method is the preferred contact method for this contact.
• Contact’s Notes – The Contact’s Notes tab contains brief notes that the carrier wishes to provide about the contact that is displaying on the Interface Contacts tab.
  
  Note: Each carrier is responsible for providing all of interface contact information. All questions or concerns about this information should be directed to the carrier.

To export the information to an Excel sheet, click the Export dropdown arrow and select Connections.

• Cells marked with DL indicate lines of business you are currently downloading with
• Any cell marked with an A indicates that this line of business is available or that this particular carrier is downloading to other agencies but not to yours
• Cells marked with PK indicate that a line of business you are currently downloading is part of a package
  
  Note: Downloading as Package can only be selected for cells with an Available A status.
• Blank cells indicate that the carrier is not currently downloading this line of business 

The Download Totals on the right provides a summary of all of the available connections options reflected in your report. The totals for each category increase or decrease with every report adjustment you make.

To change the category for a specific carrier and line of business, click in the correct cell and choose the desired option.

To help you navigate and ensure that you are working in the proper spot on the report, hover your mouse on the cell for a cue on the carrier and line of business that cell represents.

At any point you can export your entire Connections Report or your entire Connections & Feedback Report (depending on your user permissions) to Microsoft Excel to further analyze and share with others in your agency. The exported file is saved automatically as Connections Report or Connection And Feedback Report, your IVANS Y Account, and today’s date. You can refer to the second tab for a quick reminder of what each of the symbols represents.

In the pop-up window that displays, click Open to view the information immediately or click Save to save the file locally.

Note: Customizing your report will not alter your download and is for informational purposes only.

The List of IVANS Carriers link enables you to view the IVANS Download & Real-Time Partner Reference Guide. The guide displays each carriers Download and Real-Time capabilities.

Note: The guide is updated on a quarterly basis.

The Schedule an Appointment button allows you schedule an appointment with the IVANS Connections team to assist you in configuring all of your available connections in your management system.

Report Scheduler

The Report Scheduler allows the Agency Admin in your agency to send email notifications automatically when a carrier makes a Line of Business available and/or when a carrier makes updates regarding your reported quality issues and to configure the Connections Report to be sent automatically.

To access the scheduler, click the alarm clock icon that is located next to Export on the Connections tab screen.

Note: If the Report Scheduler is currently disabled, the alarm clock icon will display .

Connections Report Change Notification

1. The Report Scheduler Delivery screen displays with the Change Notifications tab selected. Here you can set up the delivery of email notifications when a carrier makes a Line of Business available and/or when a carrier makes updates regarding your reported quality issues. The sending of the change notifications is enabled by default. If you want to disable it, click the Enabled dropdown menu and select No.
   
   Note: If accessing the Report Scheduler Delivery screen for the first time, the Change Notification tab will default selected. All other times the tab that is selected when exiting the screen will display selected the next time you access the screen.
2. Select the recipients of the email notifications by checking the checkboxes next to their names. The recipient list will only shows users in the organization that have the ConnectionGrid - View permission.
   
   Note: If no recipients are selected for an enabled Connections Report Change Notification, no email will be delivered.
3. The notification will be delivered via email when a new Line of Business is added for a carrier. The details of the change are contained within the email.
   
   Note: The email notifications are sent on the Monday after the Line of Business becomes available. If no carrier changes are made, no email is sent.
4. Click Save to save your changes.
   
   Note: If you made changes on the Scheduled Delivery tab, clicking Save here saves the changes on both tabs.

Connections Report Scheduled Delivery

1. Click the Scheduled Delivery tab if the tab is not selected by default.
   
   Note: If accessing the Report Scheduler Delivery screen for the first time the Change Notification tab will default selected. All other times the tab that is selected when exiting the screen will display selected the next time you access the screen.
2. Here you can set up the delivery of the Connections report. The delivery of the Connections Report is enabled by default. If you want to disable it click the Enabled dropdown menu and select No.
3. Select the recipients of the report by checking the checkboxes next to their names. The recipient list will only shows users in the organization that have the ConnectionGrid - View permission.
   
   Note: If no recipients are selected for an enabled Connections Report Schedule, no report will be delivered.
4. The report will be delivered via email with the Connections Report attached as a Microsoft Office Excel file.
   
   The report can be delivered every week or every month. The delivery frequency defaults to weekly: to have it delivered monthly, click the Every dropdown and select Month.
   
   Note: The report will be sent out every Monday if set to weekly delivery, and the first Monday of every month if sent to monthly delivery.
5. Click Save to save your changes.
   
   Note: If changes were made on the Change Notification tab, clicking Save here saves the changes on both tabs.