Membership Tracking Report

The Membership Tracking report displays a list of all patients participating in your membership program. It includes the membership start/stop date and the number of claims opened during their membership.

  1. On the navigation bar, click Analyticsand then click Reports.

  2. Scroll down the list and click Membership Tracking.

  3. Enter the report's start and end date and then click View Report.

For more information on memberships such as adding patients to your program and billing a patient member, click here.