The Memberships Report gives you powerful filters for understanding the breakdown of your memberships.
To access this report, navigate to Reports > Memberships.
Filter Breakdown:
Apply any of the filters below to dive further into your memberships. Multiple filters can be applied at once.
Last Billed or Billing: This is the default filter which shows memberships that billed or will bill in your selected time frame.
You can change this filter to instead show memberships that are 'Unconfirmed', 'Starting', 'Ending', 'Active', or 'Billing' within any month or custom time frame.
Date: Choose current or past months, or select a custom time frame.
Show by Patients/Membership owners: This toggle allows you to choose how you would like to view your memberships.
Patients' - each patient will be listed as its own line item. The following example would count as two in the report count.
'Membership Owners' - memberships will be summarized by the primary member and dependents will be listed in the same line item. The following example would count as one in the report count.
Groups/Locations/Providers: Filter to view a specific group, location, or provider
Billing Period: Filter on memberships that are billed 'Monthly', 'Quarterly', 'Semi-Annually', or 'Annually'
Payment Source: Filter on memberships whose payment source is 'Valid', 'Has Warning', or 'Requires Attention'
Autopay: Filter on 'Autopay Enabled' or 'Autopay Disabled' to see check payers that may require a paper invoice
Plans: View memberships by plan
Employers/Sponsors: View memberships sponsored by a selected employer
Rate Overrides:
‘Automatic Rate’ - Memberships whose rates are automatically calculated based on the membership plan
‘Overridden (Off Rate)’ - The override amount is different than what would have been automatically calculated
‘Overridden (On Rate)’ - The override amount is the same as what would have been automatically calculated
Coupons: Filter to view memberships that have a specific coupon applied
Downloading the Report:
After applying desired filters, you can download the report as a .csv file by clicking the blue down arrow icon.
The download contains 30+ columns including ‘# covered' by membership, if the member joined via an online signup page, date created, and more.
To help practices with monitoring enrollment and cancellation trends, this export also includes leads source and cancellation reason data.