Data Description
Recent

Filter to display the individual's most recent eligibility data.

  • Point to Recent and click Apply.
All

Filter to display all the individual's eligibility data.

  • Point to All and click Apply.
Custom

Filter to display the individual's eligibility data as of a particular date.

  • Point to Custom and click Apply.
Last Calculation Date Last date that the individual's eligibility was calculated by the system or by the operator.
  • Click Calculate to recalculate the individual's eligibility and include any contributions or payments posted and reversed contributions since the last calculation date.
  • Unless the member had contributions, the member will probably be excluded from the prep (and therefore, not have a “today” calculation date). A member who last had a contribution in December 15, 2015 would have a Last Calculation Date of 12/15/2015 unless the member was manually calculated since the last prep.
Calculate button

Use to recalculate the individual's eligibility.

See also Last Calculation Date above.

View Designer

Create a customized view of the data displayed in the table. See Views.