Version 5.0 delivers three powerful new views directly inside Enrollment Master, giving your enrollment coordinators, auditors, and compliance teams tools they have been asking for — all without leaving the application.
001 Addition Green — original enrollment
002 Change Blue — demographic or plan update
021 COBRA Amber — continuation coverage
024 Termination Red — cancellation / end of coverage
025 Correction Orange — administrative correction
• Spot coverage gaps in seconds — no more scanning date columns manually.
• Immediately visible when a termination is missing before a re-enrollment.
• COBRA and correction patterns stand out without querying the database.
• Supports faster eligibility dispute resolution with visual evidence.
• Zero configuration required — the timeline appears automatically for every member search.
• Service date ranges
• Billed and paid amounts
• Submitter and payer identifiers
• Primary and secondary ICD diagnosis codes
• Procedure codes and line-level charges from the claim detail
• Enrollment + claims in one screen — no application switching.
• Immediately identify claims filed during enrollment gaps.
• Compare effective dates against service dates without exporting data.
• Auditors can confirm “was this member enrolled on the date of service?”
and “were claims filed?” in a single workflow.
• Works with any existing 837 claim tables — no data migration required,
just point it at your existing EDI_Claims and EDI_ClaimDetail tables.
• A sponsor sends a new 834 without first terminating the old record.
• A member re-enrolls under a new payer-assigned ID while the old ID
remains active.
• The same person appears under slightly different identifiers across
multiple carriers.
• Catch duplicate enrollments before claims are paid against them.
• Replace a manual database query process with a one-click scan.
• Filter by Sponsor to focus on a single group during renewal season.
• Color-coded severity lets teams prioritize cleanup work.
• Results show exactly which records to investigate — no interpretation needed.
• Runs entirely within Enrollment Master — no SQL access required.
Available immediately after upgrading to v5.0. No setup required.
Open any member in Member History and the timeline appears automatically.
One-time setup: open Database Setup and enter the names of your 837 claim
header and detail tables (defaults: EDI_Claims and EDI_ClaimDetail).
The Claims tab is then available for every member search.
No setup required. Open Enrollment Diff, optionally enter a Sponsor ID,
and click Run Duplicate Check.
For detailed field-by-field documentation see:
NewFeatures_v5_0_1.txt (installed with this version)
