Search Membership

The Search Membership zone allows you to search for a fully-insured individual or group membership 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 using the membership, policy plan, member person, or health plan details. The valid values are: Membership Details Policy Plan Details Person Details Health Plan Details Note: By default, Membership Details option is selected.	No
  Membership ID	Used to search a particular membership. Note: This field appears when the Membership Details option is selected from the Search By list.	No
  External Membership ID	Used to search a membership with a particular external membership ID. Note: This field appears when the Membership Details option is selected from the Search By list.	No
  Start Date	Used to search memberships which are effective from a particular date onwards. Note: This field appears when the Membership Details option is selected from the Search By list.	No
  End Date	Used to search memberships which are effective till a particular date. Note: This field appears when the Membership Details option is selected from the Search By list.	No
  Status	Used to search memberships with a particular status. The valid values are: Active Canceled Draft Pending Effectuation Terminated Note: This field appears when the Membership Details option is selected from the Search By list.	No
  Membership Type	Used to search memberships of a particular type. The valid values are: COBRA Medicare Retiree Note: If you want to search for an active employee coverage membership, you must leave this field blank. This field appears when the Membership Details or Policy Plan Details or Person Details, or Health Plan Details option is selected from the Search By list.	No
  Benefit Type	Used to search memberships where a member person has availed for a particular type of benefit. The valid values are: Commercial Medicare Affiliated Note: This field appears when the Membership Details or Person Details option is selected from the Search By list.	No
  Benefit Sub Type	Used to search memberships where a member person has availed for a particular membership benefit. Note: This field appears when the Membership Details or Person Details option is selected from the Search By list. The list includes only those benefit types which are defined through the Benefit Sub Type screen.	No
  Membership Identifier Type	Used to search memberships which are associated with a membership identifier type. Note: This field appears when the Membership Details option is selected from the Search By list. You can only search individual memberships, if you are specifying the membership identifier type.	Yes (Conditional) Note: This field is required when you are searching for a membership using a membership identifier type.
  Membership Identifier	Used to search memberships with a particular identifier. Note: This field appears when the Membership Details option is selected from the Search By list. You can only search individual memberships, if you are specifying the membership identifier.	Yes (Conditional) Note: This field is required when you are searching for a membership using a membership identifier.
  Rate Guarantee Start Date	Used to specify the date from when the rate guarantee is available for the individual membership. Note: This field appears when the Membership Details or Health Plan Details option is selected from the Search By list.	Yes
  Rate Guarantee End Date	Used to specify the date till when the rate guarantee is available for the individual membership. Note: This field appears when the Membership Details or Health Plan Details option is selected from the Search By list.	Yes (Conditional) Note: This data is required if you have specified the rate guarantee start date while defining the individual membership.
  Late Setup	Used to indicate whether the member person details should be included in an individual or group membership once the membership is created. Note: This field appears when the Membership Details or Policy Plan Details or Health Plan Details option is selected from the Search By list.	Yes (Conditional) Note: This field is required to provide premium waiver to the member person if required.
  Characteristic Type	Used to search memberships for which a particular characteristic type is defined. Note: This field appears when the Membership Details or Person Details option is selected from the Search By list. The list includes only those characteristic types where the characteristic entity is set to Membership.	Yes (Conditional) Note: This field is required when you are searching for a membership using a characteristic.
  Characteristic Value	Used to search memberships with a particular characteristic value. Note: This field appears when the characteristic type is selected. If you select a predefined characteristic type, the Search () icon appears corresponding to the Characteristic Value field. On clicking the Search icon, the Predefined Characteristic Search window appears. On specifying the value for a predefined characteristic type, the description of the characteristic value appears corresponding to the Characteristic Value field.	Yes (Conditional) Note: This field is required when you are searching for a membership using a characteristic.
  Policy ID	Used to search memberships which belong to the plans of a particular policy. Note: The Search() icon appears corresponding to this field. On clicking the Search icon, the Policy Search window appears. This field appears when the Policy Plan Details option is selected from the Search By list.	No
  Price Item	Used to search memberships of a particular plan which is directly associated with price item. Note: The Search () icon appears corresponding to this field. On clicking the Search icon, the Price Item Search window appears. This field appears when the Policy Plan Details option is selected from the Search By list.	No
  Plan ID	Used to search memberships of a particular plan. Note: The Search () icon appears corresponding to this field. On clicking the Search icon, the Policy Plan Search window appears. This field appears when the Policy Plan Details option is selected from the Search By list.	No
  Person Name	Used to search memberships with a particular member person. Note: This field appears when the Person Details option is selected from the Search By list.	No
  Relationship Type	Used to search memberships where the member person is related to the main subscriber. Note: This field appears only when the Person Details option is selected from the Search By list. The list includes only those contract relationship types which are already defined in the system.	No
  Person Identifier Type	Used to search memberships which are associated with a person identifier type. Note: This field appears when the Person Details option is selected from the Search By list.	No
  Person Identifier	Used to search memberships with a particular person identifier. Note: This field appears when the Person Details option is selected from the Search By list.	No
  Health Plan	Used to search memberships associated with a particular health plan. Note: The Search () icon appears corresponding to this field. On clicking the Search icon, the Health Plan Search window appears. This field appears when the Health Plan Details option is selected from the Search By list. You can only search the individual memberships, if you are specifying a health plan.	No

  Note: You must specify at least one search criteria while searching for a membership.

• 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
  Membership Information	Displays information about the membership. Note: It has a link. On clicking the link, the Membership Information screen appears where you can view the details of the respective membership.
  Policy Information	Indicates the policy of the plan to which the membership is added. Note: It has a link. On clicking the link, the Policy screen appears where you can view the details of the respective policy. This column appears when the Membership Details or Policy Plan Details, or Person Details option is selected from the Search By list.
  Price Item Information	Indicates the price item which is directly associated with the plan to which the membership belongs. Note: It has a link. On clicking the link, the Price Item screen appears where you can view the details of the respective price item. This column appears when the Membership Details or Policy Plan Details, or Person Details option is selected from the Search By list.
  Health Plan	Indicates the health plan to which the membership is associated. Note: This column appears when the Membership Details or Person Details, or Health Plan Details option is selected from the Search By list. This column appears only when you are searching for an individual membership.
  Start Date	Displays the date from when the membership is effective.
  End Date	Displays the date till when the membership is effective.
  Status	Indicates the status of the membership. The valid values are: Active Inactive Terminated
  Person Information	Indicates the person who is added to the membership. In addition, this column has a context menu which helps in navigating to other screens in the application. Note: It has a link. On clicking the link, the Person screen appears where you can view the details of the respective person. This column appears when the Person Details option is selected from the Search By list.
  Main Subscriber	This column displays different data depending on whether you search for a membership using the policy plan, membership, or person details. The following table describes this column: If you search for a membership using... Then... The Policy Plan Details or Membership Details option The Main Subscriber column displays the information about the person who is the main subscriber of the membership. In addition, this column has a context menu which helps in navigating to other screens in the application. Note: It has a link. On clicking the link, the Person screen appears where you can view the details of the respective person. The Person Details option The Main Subscriber column indicates whether the person is the main subscriber of the membership. The valid values are: Yes No
  Membership Type	Indicates the type of membership. The valid values are: COBRA Medicare Retiree
  Benefit	On clicking the Benefit () icon, the Benefit screen appears where you can view the membership benefit of the member person who belong to the membership. Note: The Benefit icon appears when a membership benefit is defined for a member person who belongs to the membership.

  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.

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