Defining a Membership Status Reason Preference

Prerequisites

To define a membership status reason preference, you should have:

Values defined in the MEMBER_PER_STATUS_FLG and MEMB_PERS_STAT_RSN_FLG lookup field
Membership status reason defined in the application.

Procedure

To define a membership status reason preference:

Click the Add option from the Field Mapping sub-menu.

The Select Business Object screen appears. It contains the following field:

Field Name	Field Description	Mandatory (Yes or No)
Field Mapping Business Object	Used to indicate the business object using which you want to create the billing preference. The valid values are: Field Mapping Medicare Plan Benefit Package Membership Status Reason Mapping	Yes

Note: Alternatively, you can access the Select Business Object screen by clicking the Add button in the Page Title area of the Field Mapping screen.

Select the Membership Status Reason Mapping option from the Field Mapping Business Object list.

Click OK.

The Membership Status Reason Mapping screen appears. It contains the following sections:

Main - Used to specify basic details of the membership status reason preference. It contains the following fields:

Field Name	Field Description	Mandatory (Yes or No)
Preference	Used to specify the membership status reason preference.	Yes
Description	Used to specify the description for the membership status reason preference.	Yes

Status Reason Mapping - Used to create the mappings in the membership status reason preference. It contains the following fields in a grid:

Field Name	Field Description	Mandatory (Yes or No)
Member Person Status	Used to indicate the status of the person in the membership. The valid values are: Active Canceled Inactive Pending Effectuation Note: This list includes only those statuses which are defined in the MEMBER_PER_STATUS_FLG lookup field.	Yes (Conditional) Note: This field is required while creating a mapping in the membership status reason preference.
Member Person Status Reason	Used to indicate the reason why the status of the member person is changed. The valid values are: Awaiting Binder Payment Binder Payment Not Received Binder Payment Received Binder payment notification send to upstream Member is added by mistake Employee Left organization New Enrollment Membership is re-instated Spouse legally separated Membership is Terminated Note: This list includes only those status reasons which are defined in the MEMB_PERS_STAT_RSN_FLG lookup field.	Yes (Conditional) Note: This field is required while creating a mapping in the membership status reason preference.
Membership Status Reason	Used to indicate the reason why the status of the membership is changed. Note: You must specify a membership status reason which is already defined in the system.	Yes (Conditional) Note: This field is required while creating a mapping in the membership status reason preference.

Note: While defining a membership status reason preference, you must create at least one mapping in the membership status reason preference.

Enter the required details in the Main section.
Select the required status reason mapping from the respective fields.
If you want to set more than one status reason mapping in the membership status reason preference, click the Add () icon and then repeat step 8.

Note: However, if you want to remove a status reason mapping from the membership status reason preference, click the Delete () icon corresponding to the status reason mapping.
Click Save.
The membership status reason preference is defined.

Related Topics

For more information on...	See...
Field Mapping screen	Field Mapping