Members page
This page contains a filterable, downloadable member list that allows you to create a custom data set of members to review.
Use the filters on top of the list and the Views button on the right to choose your slice of the overall members, then download to Excel for further analysis.
In the top right corner, click ‘Enrollment History’ to see each change made to member enrollment recorded.
To download that history, click Membership changes export at the top right of the Enrollment History page (CSV or Excel). Each row is one change and shows the member's name, relationship, plan, what happened (Added, Removed, Reinstated, Annulled, Plan changed), the effective date, the type of request behind it (e.g. Open Enrollment, New Hire, HRIS file) and who made it ("System" for HRIS files and automated forms).
Eligibility report
Yuzu also provides a complete download of all member information (except SSNs) in the Eligibility Report.
This report is not filterable, but it is slightly more comprehensive as it includes additional fields.
Invoice breakdown
When you receive your invoice email, you will also receive a link to review the member-level Breakdown in the portal.
You will be taken to the Invoices Page, where you can view every member on the plan, what they were charged, and why.
Carefully reviewing the Breakdown is the best way to ensure eligibility is accurate.