Memberships

The Memberships zone lists the memberships which are defined for the policy plan. It contains the following columns:

Column Name	Column Description
Start Date	Displays the date from when the membership is effective.
End Date	Displays the date till when the membership is effective.
Membership Information	Displays information about the membership. Note: It has a link. On clicking the link, the Membership screen appears where you can view the details of the respective membership.
Enrolled Members	Displays the number of members who have enrolled in the policy plan.
Status	Indicates the status of the membership. The valid values are: Active Inactive Terminated
Membership Type	Indicates the type of membership. The valid values are: COBRA Medicare Retiree
Benefits	On clicking the Benefits () icon, the Benefit screen appears where you can view the Membership benefits of the member persons who belong to the membership. Note: The Benefits icon appears when a Membership benefit is defined for a member person who belongs to the membership.
Membership ID	Displays the membership ID.

You can define a new membership by clicking the Add link in the upper right corner of this zone.

By default, the Memberships zone does not appear in the Plan tab. It appears when you click the Broadcast () icon corresponding to the policy plan in the Plans zone.

You can filter the list using various search criteria (such as, External Membership ID, Effective From, Person Name, Effective Till, and Status) available in the Filter area. By default, the Filter area is hidden. You can view the Filter area by clicking the Filters () icon in the upper right corner of this zone.

You can change the layout of this zone. For more information on how to change the layout, see Changing the Layout

Related Topics