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Know Exactly Who’s Joining and Leaving — No Download Needed

Records Concept. Word on Folder Register of Card Index. Selective Focus.

Now you can see all enrollments and terminations by either patient or membership in the Memberships Report. This means if a dependent on a membership un-enrolls, it’s easy to track without downloading a spreadsheet.

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Toggle back and forth between “Patients” and “Membership owners” in the upper right hand corner. The “Patients” view will show every patient, including dependents. The “Membership owners” view will only show the primary member in the membership.

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