Understanding the Member Payers Linked Report

The Member Payers Linked Report allows you to view members who are set up as a payer and the other members who are linked to them.

This report is useful for reviewing linked payer arrangements, including the membership and status of the payer and the relationship between linked members.

Navigate to:

Reports > General > Member Payers Linked

Filtering the Report

Use the filters at the top of the report to narrow the results.

Member Number or Name

Enter a Member Number or Name to locate a specific member.

Status

Select the membership status you want to include in the report.

Available options include:

• Active
• Archived
• Payment Issues
• Suspended
• Pending Online Signup
• Pending Activations

Membership Type

Select one or more Membership Types, or leave all membership types selected.

Select View Report to apply your filters.

Understanding the Report

The primary member or payer is displayed with the following information:

Name
Displays the member's name and member number.

Membership Type
Displays the payer's membership type.

Membership Amount
Displays the membership amount associated with the member.

Status
Displays the member's current membership status.

Links

Where another member is linked to the payer, a Links section is displayed underneath the payer's information.

The linked member information includes:

Name
Displays the name and member number of the linked member.

Membership Type
Displays the linked member's membership type.

Status
Displays the linked member's current membership status.

Relationship
Displays the relationship recorded between the members, such as Mother, Brother, Partner or Daughter.

Date Linked
Displays the date the member was linked to the payer.

This makes it easy to see both the payer and the members connected to that payer within the same report.

Downloading the Report

Select the Download icon in the top-right corner to export the report information.

Contacting Members from the Report

The Email and SMS icons in the top-right corner can be used to communicate with members returned in the report.

Apply the required filters first so that the report contains the appropriate members before using these communication options.

Common Uses

The Member Payers Linked Report can be used to:

• identify members who are linked to another member as their payer
• review members attached to a particular payer
• check the relationship recorded between linked members
• review the payer's membership amount and status
• check the membership type and status of linked members
• confirm when a member was linked to a payer
• search for a particular member or payer
• filter linked payer arrangements by membership type or status
• download linked payer information for further review