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Member Information > Demographic Screen

  1. The Demographics & Statistics screen lists the member's basic demographic (i.e., personal) information, user remarks, coverage information and provides links to the member's benefit accumulator history and benefit plans.

Fields

Definitions

 

 

View Accumulations hyperlink

 

Left-click to open the insured's Accumulations screen.

 

 

Demographics & Statistics

 

Definitions are only provided for those fields whose meaning isn't self-explanatory.

 

 

Name

 

First name Last Name format

Date of Birth

 

Indicates the member's date of birth.

Member ID

 

Identifies the member by combining the member's:

  • underwriter code

  • group code

  • patient SSN

  • sequence number

Format: UUUGGG-123456789-00

 

Current Status

 

Indicates the patient's current coverage status.

SSN

 

Indicates the member's social security number.

Certificate Number

 

Indicates the HP4-specific, internal ID assigned to the member.

Alternate ID 1

 

Each member record now includes Alternate ID 1 and Alternate ID 2 fields. Once an alternate ID has been created for the member, you can use it  to search for the member's record instead of the Member ID.

Up 20 alphanumeric characters are allowed, including hyphens. It doesn't include spaces.

 

Alternate ID 2

 

See preceding description.

 

Address

 

Indicates the member's street address or PO Box.

 

Effective Date

 

This is the member's initial effective date. For example,  If the employee is terminated and later rehired, the first effective date reflects the first coverage effective date following the rehiring.

 

City

 

Indicates the List(s) the name of the municipality that the employee is located in.

 

Spc/Exp

 

  • SPC (special ) field entries categorize employees for the purpose of generating targeted mailings through the Bulk Mail to Employees program and capturing employee and dependent paid claims in the Paid Claims Detail report. They are also useful for Actuate reporting purposes.

  • EXP (Expedited Flag) field applies only to firms working with the third-party vendor, ABF. Options are: Yes or No. If Yes, expedited checks and EOBs are processed separately and more quickly than standard, non-ABF prepared check files.

State

 

List(s) the state postal code of the member.

 

Hired Date

 

Indicates the member's official date of hiring. The hire date is instrumental in defining eligibility dates and may be used when creating HIPAA certificates.

 

Zip

 

Indicates the ZIP code of the member's address.

Marital Status

 

Options are: Married or Single.

 

County

 

Indicates the name of the county that the member is located in.

Gender

 

Indicates the member's gender.

Home Phone

 

Indicates the member's primary contact number at home (or away from the member's place of employment).

Age

 

Indicates the member's age based on the listed date of birth

Work Phone

 

Indicates the member's primary contact number at a place of employment (or away from the member's home).

 

Number of Dependents

 

Indicates the total number of employee dependents.

Email

 

Indicates the member's preferred email address, if available.  

 

 

Remarks

 

Remarks are user-defined in HEALTHpac.

 

 

 

Coverage Information As Of

 

 

 

 

Effective Date

 

This is the member's initial effective date. For example,  If the employee is terminated and later rehired, the first effective date reflects the first coverage effective date following the rehiring.

 

Termination Date

 

Indicates the employee’s termination date or effective date of COBRA coverage from the Employee Master Eligibility record, if applicable.

 

Product

 

Lists system standard products.

 

COV

 

Indicates whether the adjacent coverage is currently in force using either a (Y)es or a (N)o.

 

Plan ID

 

Each of the options shown in the Plan ID column are also hyperlinks. Left-click the desired option to view the corresponding Benefit Plans screen (live link) for the listed member.

 

DEP/Family COV

 

Indicates the applicable coverage type for the adjacent product.

COB

 

Indicates whether coordination of benefits applies to the listed member.

Product

 

Lists supplemental products selected by the group, if applicable.

 

COV

 

Indicates whether the adjacent supplemental product was also selected by the member, if applicable, and is in force using either a (Y)es or a (N)o.

 

Volume

 

Indicates the applicable volume of coverage (e.g., 10000 = $10,000 of coverage).