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

Member ID

Current Status

SSN

Certificate Number

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, this can include hyphens. It doesn't include spaces.

Alternate ID 2

See preceding description.

Address

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

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

Hired Date

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

Zip

Marital Status

Options are: Married or Single.

County

Gender

Home Phone

Age

Work Phone

Number of Dependents

Email

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

Product

COV

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

COB

Product

COV

Volume