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Business Intelligence, Data Analytics, Healthcare, Microsoft Azure, Power BI

Improving Claims Accuracy and Business Reporting with Power BI and SSRS

Improving Claims Accuracy and Business Reporting with Power BI and SSRS

About the client

The client is one of the leading providers of employee benefits to members of the agri-business community, working with organizations ranging from small family farms to larger corporate agricultural businesses. As a recognized leader in the life sciences domain, the client delivers unique healthcare and agri-food technology solutions, offering services from acute and episodic care to disease management and prevention. 

Client challenges

The client struggled with data quality issues across its Oracle source database, staging repository, and DataMart, resulting in inconsistent and unreliable data for reporting. These discrepancies affected the accuracy of SSRS and Power BI reports, limiting the organization’s ability to generate trusted business insights. 

The claims process also lacked a mechanism to validate member eligibility at the time of claim submission. As a result, ineligible claims progressed through the settlement process, increasing administrative effort and claims-related costs. In addition, the existing SSRS and Power BI reports offered limited functionality and usability, making it difficult for business users to access meaningful insights for operational and strategic decision-making.

Solution

LevelShift conducted an end-to-end assessment of the claims data flow and reporting environment. The engagement focused on improving data quality, strengthening claims validation, and enhancing business intelligence capabilities. 

  • Developed complex SQL queries and stored procedures to support SSRS and Power BI reporting.  
  • Built a validation process to identify claims submitted by potentially ineligible members.  
  • Performed end-to-end system impact analysis across the source, staging, and DataMart environments.  
  • Identified and resolved recurring data-quality issues within the DataMart.  
  • Enhanced SSRS and Power BI reports to improve readability, accuracy, and usability.  
  • Transformed transactional data into structured, reporting-ready datasets. 

Benefits

  • More Efficient Claims Processing: Earlier identification of potentially ineligible claims helped reduce unnecessary processing and settlement costs.  
  • Improved Data Accuracy: Recurring data-quality issues were resolved across the reporting environment, increasing confidence in business information.  
  • Enhanced Reporting Usability: Improved SSRS and Power BI reports made operational and claims data easier to interpret and use.  
  • Better Business Insights: Reporting-ready datasets provided stakeholders with clearer visibility into claims and member eligibility.  
  • Stronger Reporting Foundation: Standardized SQL queries, stored procedures, and DataMart improvements established a more reliable foundation for future analytics. 

Technology

Microsoft SQL Server, SQL Server Reporting Services, Power BI and Oracle Database

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