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Viewing Monthly Employer Changes
Viewing Monthly Employer Changes

See which members enrolled or unenrolled each month on employer invoices.

Tasha Demkiw avatar
Written by Tasha Demkiw
Updated over a week ago

Now you can quickly see which employees terminated or enrolled in your practice each month. This makes it easy to plan outreach to terminated employees, set up first appointments with newly enrolled patients, and keep an eye on large volume enrollment changes.

You can find this update on any employer invoice or network invoice.ย 

  1. Go to the Employers or Sponsors tab

  2. Click into an employer/sponsor and navigate to Invoices

  3. Open an invoice and scroll to the Summary

  4. Click on the icons to see which patients enrolled or unenrolled.


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