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Member States Report

Member States Report

Purpose:
This report provides a comprehensive view of member distribution across engagement states and tracks transitions between those states over the selected time period. It supports caseload management, operational planning, and performance evaluation.

Key Contents:

  • Current State Summary:
    • Member counts in states such as Invited, Unable to Reach (UTR), Digital Management, and Digital Monitoring
    • Monthly trends and share of members by state
  • State Transitions:
    • Average days spent in each state
    • Transition reasons and counts, including staff-initiated actions
  • Caseload Analysis:
    • Individual staff caseloads by member state
    • Team-level caseload metrics and averages
    • Caseload breakdown by staff manager

Usage:

This report supports visibility into member engagement lifecycle, informs staffing needs, and helps identify operational bottlenecks or opportunities for reengagement.

Dashboard Filters

  • Customer Name
  • Member Line of Business
  • Employer Group
  • Business Unit Code
  • Access Code Prefix
  • Enrollment Primary Care Area
  • Is Staff Transition
  • Current Primary Care Manager Team
  • Transition Date
  • Currently Assigned Primary Staff Manager
  • Onboard Type

Definitions

Member States

StatesFilters
Field Description Member Line of BusinessEmployer GroupBusiness Unit CodeAccess Code PrefixEnrollment Primary Care AreaIs Staff TransitionCurrent Primary Care Manager TeamCurrently Assigned Primary Staff ManagerOnboard TypeTransition Date
Members in Invited State Number of members currently in Invited StateXXXXXXXXX
Members in UTR Invited StateNumber of members currently in UTR Invited StateXXXXXXXXX
Members in Digital Management StateNumber of members currently in Digital Management StateXXXXXXXXX
Members in Digital Monitoring StateNumber of members currently in Digital Monitoring StateXXXXXXXXX
Members in UTR Onboarded StateNumber of members currently in UTR Onboarded StateXXXXXXXXX
Members in Each State by Last Day in MonthTrended view of member states using the state the member ended on each month.XXXXXX
Share of Members by StatePercent of members in each state, excluding those in the Done or Terminated stateXXXXXXXXX
Average Days in Digital ManagementOf members that have been moved (manually by staff or automatically) out of Digital Management, the average number of days spent in the state. Members can be included in this metric multiple times, once for each time they were transitioned out of the state. The Transition Date filter is associated with the date the member was moved out of Digital Management.XXXXXXXXXX
Average Days in Digital MonitoringOf members that have been moved (manually by staff or automatically) out of Digital Monitoring, the average number of days spent in the state. Members can be included in this metric multiple times, once for each time they were transitioned out of the state. The Transition Date filter is associated with the date the member was moved out of Digital Monitoring.XXXXXXXXXX
Average Days in UTR OnboardedOf members that have been moved out of UTR Onboarded, the average number of days spent in the state. Members can be included in this metric multiple times, once for each time they were transitioned out of the state. The Transition Date filter is associated with the date the member was moved out of UTR Onboarded.XXXXXXXXXX

Transition Reasons

Member State Transition ReasonsFilters
Field Description Member Line of BusinessEmployer GroupBusiness Unit CodeAccess Code PrefixEnrollment Primary Care AreaIs Staff TransitionCurrent Primary Care Manager TeamCurrently Assigned Primary Staff ManagerOnboard TypeTransition Date
Member CountThe number of members moved by staff, cut by state and reason.XXXXXXXXXX
Transition Event CountThe number of member transitions completed by staff, cut by state and reason. Members can be moved multiple times out of each state.XXXXXXXXXX
Staff CountThe number of staff manually moving members by state and reason.XXXXXXXXXX

Caseload Tables

CaseloadFilters
Field Description Member Line of BusinessEmployer GroupBusiness Unit CodeAccess Code PrefixEnrollment Primary Care AreaIs Staff TransitionCurrent Primary Care Manager TeamCurrently Assigned Primary Staff ManagerOnboard TypeTransition Date
Individual Primary Staff Caseload: Current Assignments (and percent of members) in X StateNumber of members in total caseload excluding members in the Done state. Number of members currently assigned to each staff by member state. Percent (share) of members in each state by staff.XXXXXXXXX
Caseload by Primary Assigned Staff Team: Staff Currently AssignedNumber of staff per team with at least one currently assigned primary member that isn’t in the  done or terminated state. Includes average caseload size per team by member state and average total caseload across all states excluding the Done state. XXXXXXXXX
Caseload by Primary Assigned Staff Team: Members Currently in X StateNumber of members being managed by a primary staff within each team by X state.XXXXXXXXX
Caseload by Primary Assigned Staff Team: Average CaseloadNumber of members in X state being currently managed by a primary in the given team divided by the number of staff within the team managing members in X state. These average caseloads only take into consideration staff with members in the given state, not all staff in the team.XXXXXXXXX
Caseload by Primary Assigned Staff Team and Manager: Currently Assigned Primary Staff ManagerThe currently assigned staff manager of the member’s primary care manager.XXXXXXXXX

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