Claims analytics and utilisation reports

Audience: HR administrators, people leaders, finance
Plans: Basic claims analytics — Plus and above. Advanced utilisation — typically Soda 500+ / Pro

Use portal analytics to understand claims performance, clinic usage, and workforce health trends — in aggregate, without exposing individual medical details inappropriately.

Reports available in the HR Portal

If a report is not visible in your sidebar, your plan may not include it. Contact Soda to discuss upgrading analytics access.

Claims analytics

Overview

1. Go to Claims analytics → Overview.
2. Select your date range and any filters (claim type, member group).
3. Review summary charts for submitted, approved, and paid amounts.
4. Drill into detail tables where available.
5. Use Export (if shown) for finance or leadership reporting.

Key metrics

Shows month-on-month trends — useful for board updates or renewal conversations.

1. Open Key metrics.
2. Compare periods (e.g. this quarter vs last).
3. Click metric tiles to see underlying claim lists where drill-down is supported.

Turnaround time (TAT)

Monitor operational performance:

1. Open TAT report.
2. Review average days from submission to approval/payment.
3. Identify bottlenecks — e.g. spikes often correlate with missing documents from employees.

Claim ageing

Find stuck claims:

1. Open Ageing report.
2. Review buckets (0–7 days, 8–14 days, 15+ days, etc.).
3. Follow up with members or internal teams on old open items.

Panel utilisation

Understand how employees use the cashless panel network.

1. Go to Panel utilisation → Overview.
2. Review visit counts and spend by period.
3. Open Statistics for breakdowns by service type or geography.

Use cases:

• Negotiate renewal based on actual usage patterns
• Promote under-used benefits (e.g. dental, health screening)
• Validate that employees know how to find panel clinics via the member app

Healthcare utilisation

Aggregated clinical trend reports for workforce health planning.

Diagnosis costing over time

1. Go to Healthcare utilisation → Diagnosis costing over time.
2. Review how diagnosis categories trend across quarters.
3. Use for wellness programme planning — not for individual employee decisions.

Disease cost burden

1. Open Disease cost burden.
2. Identify condition categories driving the largest share of spend.
3. Share aggregated insights with leadership; respect medical confidentiality.

Important: These reports are for population-level insights. Do not use them to make employment decisions about individuals.

Leave utilisation

MC by diagnosis

1. Go to Leave utilisation → MC by diagnosis.
2. Review MC frequency patterns by diagnosis category.
3. Useful for absenteeism discussions and wellness planning.

Productivity loss

1. Open Productivity loss.
2. Review estimated productivity impact based on leave and MC data.
3. Combine with HR attendance records for internal workforce planning.

Using analytics responsibly

• Share aggregated data with leadership; avoid naming individuals in group presentations
• Comply with PDPA and your internal HR data policies
• Use export files securely — do not email unencrypted spreadsheets with sensitive fields
• Refresh data timestamps are shown on reports — note the sync date when presenting

Common issues

Related articles

• Submit and track claims
• View plans and company profile
• Getting started with the HR Portal