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How to view a Participant's ledger (account activity)

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As a Plan Administrator, you can view each Participant’s ledger through the online administrator account. 
 
The ledger provides an accounting-like view of an employee's activity.  The ledger tracks:
  • Allowance amounts
  • Approved claims
  • Reimbursements
  • Unpaid claim amounts
  • Available balance
  • Any corrections made to claims, allowances, balance or reimbursements
Note: The view is limited by HIPAA privacy regulations. Plan Administrators can see basic amount approved for reimbursement, but are unable to see specific claim details.  
 
Ledger
 
Tip:  The ledger shows the current Plan Year. To view a past Plan Year, click on the drop-down "View Previous Plan Periods" and select the appropriate period.

A Participant’s ledger can be accessed from two main locations in the online administrator account:
  1. Homepage: Each active Participant is listed along with a link to their individual ledger (click "Ledger").
  2. Participant’s Information page: You can access a Participant's ledger by clicking on a Participant's name, then selecting the "View Ledger" link on the right hand side.
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Disclaimer: The information provided on this website is general in nature and does not apply to any specific U.S. state except where noted. Health insurance regulations differ in each state. See a licensed agent for detailed information on your state. Zane Benefits, Inc. does not sell health insurance. None of this information should be taken as legal or tax advice.