Member summary

You can choose from the following information to display on the member session Summary tab.

Family Summary—Lists the member and all the member's dependents, along with their relationship to the member, gender, and birth date. From the Family panel, you can double-click a dependent to open in a Dependent session. To expand the family summary information to its own tab, click . The Family Summary tab will display the same information on the Summary tab.

Status Dates—Displays the member's most recent active statuses along with their from and through dates. To view detailed status date information for the member, click on the panel toolbar. See Member's status and compensation for details.

Eligibility—Displays eligibility information for the member and dependents and the source of eligibility (for example, Contributions, Premium Billing, Direct Pay, COBRA or Eligibility Override) or the reason for termination if not eligible. The As Of date is the date the eligibility was last calculated. If there is no eligibility calculated for a member, then no date or data will display in this panel. To view detailed eligibility information for the member, click on the panel toolbar. See Eligibility for details.

Most Recent Contribution—Displays the latest employer contribution for the member (based on the most recent payroll dates).
- To see the contribution amount broken out by fund, click the Rates bar. In this area, view the quantity reported for the member, such as the number of hours or gross wages, the contribution type (indicates what the rate was applied to), and the rate used to calculate the contribution. See View a summary of the member’s latest contribution for the Rates area field descriptions.
- To view additional information about the most recent contribution, click on the panel toolbar. See View a summary of the member’s latest contribution for details.

Claims—Most Recent 2—Lists the member's 20 most recent claims (doesn't include dependent claims).
- To view more information about a claim, double-click it to open in a Claim session.
- To view claims history, click on the panel toolbar. See Claims history for details.

COBRA—Most Recent Event—Lists the most recent events for the member and the Qualifying Event Status. See Personalize COBRA summary panel.