The Accounts module in Beacon Rebate Model provides covered entities with a centralized view of their rebate balances and the claims, packages, and rebates associated with each account.
Use this module to monitor rebate activity, review product-level account balances, and understand how claims, packages, and rebates are connected. This information provides visibility into rebate activity and supports reconciliation between submitted claims and associated rebates.
What are accounts?
Accounts organize rebate activity by product and pharmacy, allowing you to review the claims, packages, and rebates associated with a specific product.
Each account includes identifying information such as:
Product – The product associated with the account, identified by its National Drug Code (NDC).
Pharmacy – The pharmacy associated with the account, identified by its National Provider Identifier (NPI).
Manufacturer –The manufacturer associated with the product.
Covered Entity –The entity associated with the account.
Accounts are displayed in the left panel of the module. Select an account to view its balance information and associated activity.
You can use the Entity and Manufacturer filters to narrow the accounts displayed, apply additional filters, or change how accounts are sorted.
Account Balances
When you select an account, the account header displays the associated product and pharmacy information, along with a summary of its rebate balance.
The balance summary includes:
Pending Payment – Rebate amounts associated with the account that are awaiting payment.
Applied to Balance – Rebate amounts that have been applied to the account balance.
These values provide a high-level view of rebate-related financial activity for the selected account. You can also select Account Report to download a report of the account's associated information for further review.
Reviewing account activity
Each account contains three views: Claims, Packages, and Rebates. Together, these provide visibility into the activity associated with the selected product and pharmacy.
Claims
The Claims tab displays claims associated with the selected account, allowing you to review their identifying information, quantities, and allocation status.
Claim ID – The unique identifier assigned to the claim when uploaded to Beacon.
Type – The claim type, such as Pharmacy or Medical.
Date of Service – The date when the drug was dispensed or administered.
Status – The claim's current allocation status.
Quantity – The product quantity associated with the claim.
Remaining Qty – The portion of the claim quantity remaining after allocations.
Date – The date associated with the recorded claim activity.
Selecting an individual claim in the Claims tab opens a details panel on the right side of the module. This panel provides a consolidated view of the selected claim and its associated records, organized into three sections:
Claim Details – Displays the selected Claim ID and provides a View Details option to examine the claim in greater detail.
Rebates – Displays associated rebate records, including their identifiers, amounts, and dates.
Packages – Displays associated package records, including their identifiers, quantities, and dates.
The details panel allows you to review the relationships between a claim, its associated packages, and its rebates without leaving the account overview.
Packages
The Packages tab displays packages associated with the selected account, providing visibility into package quantities and the units remaining after allocations.
Package ID – The unique identifier assigned to the package.
Total Units – The total number of units associated with the package.
Remaining Units – The number of units remaining in the package after allocations.
Created Date – The date the package record was created.
Select an individual package to view its associated claims and rebates in the details panel. This panel provides a consolidated view of the selected package and its associated records, organized into three sections:
Package Details – Displays the selected Package ID and provides a View Details option to examine the package in greater detail.
Claims – Displays associated claim records, including their identifiers, quantities, and dates.
Rebates – Displays associated rebate records, including their identifiers, amounts, and dates.
The details panel allows you to review the relationships between a package, its associated claims, and its rebates without leaving the account overview.
Rebates
The Rebates tab displays rebate records associated with the selected account, providing visibility into rebate amounts and related activity.
Rebate ID – Unique identifier assigned to the rebate.
Payment ID – Unique identifier associated with the rebate payment, available after the rebate has been paid.
Status – Current processing status of the rebate.
340B Price – The 340B price associated with the product.
WAC Price – The Wholesale Acquisition Cost (WAC) associated with the product.
Amount – Monetary value of the rebate.
Date – Date the rebate request was received.
Selecting an individual rebate in the Rebates tab opens a details panel on the right side of the module. This panel provides a consolidated view of the selected rebate and its associated records, organized into three sections:
Rebate Details – Displays the selected Rebate ID and provides a View Details option to examine the rebate in greater detail.
Claims – Displays associated claim records, including their identifiers, quantities, and dates.
Packages – Displays associated package records, including their identifiers, quantities, and dates.
The details panel allows you to review the relationships between a rebate, its associated claims, and its packages without leaving the account overview.
Still have questions?
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