Search Benefit

The Search Benefit zone allows you to search for a membership benefit using various search criteria. It contains the following two sections:

  • Search Criteria - The Search Criteria section contains the following fields:

    Field Name Field Description Mandatory (Yes or No)
    Search By Used to indicate whether you want to search for a membership benefit using the benefit, policy, or person details. The valid values are:
    • Benefit Details

    • Policy Details

    • Person Details

    Note: By default, the Benefit Details option is selected.
    Yes
    Benefit ID Used to search a particular membership benefit.
    Note: This field appears when the Benefit Details option is selected from the Search By list.
    No
    Membership ID Used to search membership benefits of a particular membership.
    Note:

    This field appears when the Benefit Details option is selected from the Search By list.

    The Search (The Search Icon) icon appears corresponding to the Membership ID field. On clicking the Search icon, the Membership Search window appears.

    No
    Start Date Used to specify the date from when the benefit is availed for the membership.
    Note:

    This field appears when the Benefit Details option is selected from the Search By list.

    The start date of the membership benefit cannot be earlier than the membership start date or later than the membership end date.

    The membership benefit start date cannot be later than the membership benefit end date.

    No
    End Date Used to specify the date till when the benefit is availed for the membership.
    Note:

    This field appears when the Benefit Details option is selected from the Search By list.

    The end date of the membership benefit cannot be earlier than the membership start date or later than the membership end date.

    The membership benefit end date cannot be earlier than the membership benefit start date.

    No
    Status Used to search membership benefits with a particular status. The valid values are:
    • Active

    • Discarded

    • Inactive

    Note: This field appears when the Benefit Details option is selected from the Search By list.
    No
    Benefit Type Used to indicate the type of benefit availed for the membership. The valid values are:
    • Commercial

    • Medicare Affiliated

    Note:

    This field appears when the Benefit Details option is selected from the Search By list.

    The list includes the values which are defined in the BENEFIT_​TYPE_​FLG lookup field.

    At present, the Commercial benefit type is not supported. The implementation team can build the custom logic based on the business requirements.

    No
    Benefit Sub Type Used to indicate whether the membership benefit is a Medicare Part A, Part B, or Part D benefit, Medicare Part D LIS, Medicare Part D LEP, APTC benefit, or any other membership benefit.
    Note:

    This field appears when the Benefit Details option is selected from the Search By list.

    The list includes those benefit types which are defined through the Benefit Sub Type screen.

    No
    Benefit Source Used to indicate the source (i.e. health insurance exchange) from where the benefit is received for the membership. The valid values are:
    • Centers for Medicare and Medicaid Services

    • State

    Note:

    This field appears when the Benefit Details option is selected from the Search By list.

    The list includes the values which are defined in the BENEFIT_​TYPE_​FLG lookup field.

    No
    Policy ID Used to search membership benefits which are availed for the memberships that belong to a particular fully-insured group policy.
    Note:

    This field appears when the Policy Details option is selected from the Search By list.

    The Search (The Search Icon) icon appears corresponding to the Policy ID field. On clicking the Search icon, the Policy Search window appears.

    No
    Policy Plan ID Used to search membership benefits which are availed for the memberships that belong to a particular policy plan.
    Note:

    This field appears when the Policy Details option is selected from the Search By list.

    The Search (The Search Icon) icon appears corresponding to the Policy Plan ID field. On clicking the Search icon, the Policy Plan Search window appears.

    No
    External Medicare Beneficiary ID Used to search membership benefits using an external Medicare beneficiary ID.
    Note: This field appears when the Person Details option is selected from the Search By list.
    No
    Person Name Used to search membership benefits which are availed by a particular person.
    Note: This field appears when the Person Details option is selected from the Search By list.
    No
    Person Identifier Type Used to indicate the person identifier type.
    Note: This field appears when the Person Details option is selected from the Search By list.
    Yes (Conditional)
    Note: If you specify the person identifier as a search criteria, you have to select the person identifier type.
    Person Identifier Used to search membership benefits which are availed by a particular person.
    Note: This field appears when the Person Details option is selected from the Search By list.
    Yes (Conditional)
    Note: If you specify the person identifier type as a search criteria, you have to enter the person identifier.
    Relationship Type Used to search membership benefits which are availed by persons with a particular relationship type.
    Note: This field appears when the Person Details option is selected from the Search By list.
    No
    Note: You must specify at least one search criterion while searching for a membership benefit.
  • Search Results - On clicking the Search button, the search results appear based on the specified search criteria. The Search Results section contains the following columns:

    Column Name Column Description
    Benefit Information Displays information about the membership benefit.
    Note: It has a link. On clicking the link, the Benefit screen appears where you can view the details of the respective benefit.
    Membership Information Indicates the membership for which the benefit is availed.
    Note: It has a link. On clicking the link, the Membership screen appears where you can view the details of the respective membership.
    Member Person Information Indicates the main subscriber of the membership. In addition, a context menu appears corresponding to this column which helps in navigating to other screens in application.
    Note: It has a link. On clicking the link, the Person screen appears where you can view the details of the respective member person.
    Status Indicates the status of the membership benefit. The valid values are:
    • Active

    • Discarded

    • Inactive

    Benefit Source Indicates the source (i.e. health insurance exchange) from where the benefit is received for the membership. The valid values are:
    • Centers for Medicare and Medicaid Services

    • State

    Benefit Type Indicates the type of benefit availed for the membership. The valid values are:
    • Commercial

    • Medicare Affiliated

    Benefit Sub Type Indicates indicate whether the membership benefit is a Medicare Part A, Part B, or Part D benefit, Medicare Part D LIS, Medicare Part D LEP, APTC benefit, or any other membership benefit.
    Benefit Amount Displays the pass-through amount for the availed membership benefit.
    Note: Pagination is used to display limited number of records in the Search Results section. You can use the navigation links, such as Previous and Next to navigate between pages.

Related Topics

For more information on... See...
How to search for a membership benefit Searching for a Membership Benefit
How to view the details of a membership benefit Viewing the Membership Benefit Details
How to define a membership benefit Defining a Membership Benefit