Enrollment Auditing

We provides three unique tools to help employers, brokers, and Plan Designers audit the plan’s membership to ensure enrollment is up-to-date. 

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.

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 a 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.

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