Searching for Duplicate Memberships

Duplicate memberships are those memberships which meet the following conditions:

  • The status of the memberships is set to Active.

  • The external membership ID, membership type, and health plan are same for the individual memberships, or the external membership ID, membership type, policy, and policy plan are same for the group memberships, respectively.

  • The member persons included in the memberships are identical.

  • The memberships have either same or overlapping date range.

Procedure

To search for duplicate memberships:

  1. Click the Admin link in the Application toolbar.
    A list appears.
  2. From the Admin menu, click H and then click Health Check.
    The Health Check screen appears.
  3. Expand the Duplicate Entity zone.
  4. Select the Membership option from the Entity list.
  5. Select the date range to retrieve the memberships which are duplicate within the given period.
    Note: The specified date range should not exceed one year. For example, if the start date is 01-01-2025, then the end date cannot be later than 12-31-2025.
  6. Click Search.

    The search results appear based on the specified search criteria. The Search Results section contains the following columns:

    Column Name Column Description
    Membership Displays information about the group or individual membership.
    Note: It has a link. On clicking the link, the Membership screen appears where you can view the details of the respective membership.
    Start Date Displays the date from when the group or individual membership is effective.
    End Date Displays the date till when the group or individual membership is effective.
    Create Date/Time Displays the date when the group or individual membership is created.
    Policy Indicates the policy in which group membership is covered.
    Note: It has a link. On clicking the link, the Policy screen appears where you can view the details of the respective policy.
    Policy Plan Indicates the policy plan for which the group membership is created.
    Note: It has a link. On clicking the link, the Policy Plan screen appears where you can view the details of the respective policy plan.
    Health Plan Indicates the health plan for which the individual membership is created.
    Note: It has a link. On clicking the link, the Health Plan 360° Information screen appears where you can view the details of the respective health plan.
    Person Indicates the main subscriber of the group or individual membership. In addition, a context menu (The Context Menu Icon) icon appears corresponding to this field 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.
    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. Note that the navigation links appear in the Search Results section only when the records in the search results exceed 20.

Related Topics

For more information on... See...
Duplicate Entity zone Duplicate Entity