Enrollment Report

Description and Important Notes:

The enrollment report lists every covered person on the plan, subscribers and dependents alike, along with their coverage status, plan selection, and key dates. The enrollment report is found on the "reports" page of the portal.

A few important notes:

This report is a snapshot in time. In order to get up-to-date information, regenerate the enrollment report on a regular basis.
This report will be generated as a .csv file and will include a raw data view of all covered members. A PDF summary version is also available; it presents the same population as charts (member concentration by state, gender distribution, and coverage status) rather than row-level data.
Columns that appear in the file but are not listed in the data dictionary are reserved and are intentionally not populated.
This report contains personal information (dates of birth, addresses, and, when requested, Social Security numbers). It may be anonymized or redacted based on your access. SSN columns are populated only when SSNs are requested at generation; the filters line at the top of the file shows whether they were included.

If you are unable to download the report, try normal troubleshooting steps. If you’re still unable to access, email partners@yuzu.health.

Interpretation Guide:

1. Each row is one covered person, not one employee. Subscribers and their dependents each get their own row, so a family of four appears as four rows. Rows that share an employeeId belong to the same subscriber's coverage. Counting rows counts covered members; to count employees, count unique values of employeeId.

2. Start with the coverage status. coverageStatus shows whether the member's coverage is active or inactive. Inactive rows remain in the report, so filter on this column before using the report as a roster of current members.

3. Read the termination date together with the status. memberTerminationDate can appear on active rows as well as inactive ones. On an active row it is a scheduled end date for the current coverage, not evidence that the member has left the plan. Check coverageStatus before treating a termination date as an actual termination.

4. Know who the row is about. The member fields describe the covered person for that row; the employee fields describe the subscriber whose plan covers them. memberRelationshipToEmployee shows how they're connected (subscriber, spouse, or child). On a subscriber's own row, the member and employee fields describe the same person.

5. Understand the member numbers. A member's number is the subscriber's base number plus a person code, so everyone on one family's coverage shares the same base. employeeId and subscriberMemberNumber are the subscriber's full number and always match; memberNumber is the row's covered person.

6. Use the coverage tier to see who is enrolled. coverageType shows the family tier: EE (employee only), ES (employee and spouse), EC (employee and child or children), or EF (employee and family). Every row for the same subscriber carries the same tier.

7. Read the plan name carefully. planSelection is the plan the member is enrolled in, and when an individual deductible is on file, the deductible amount in dollars is appended in parentheses at the end of the name. planNumber identifies the same plan by number.

8. Expect blanks in optional fields. Optional columns such as second address lines, member emails, SSNs, and hire dates are blank whenever the information isn't on file or doesn't apply. A blank means no data was captured for that member, not that the column is unused.

Data Definitions:

This section explains each field, its format, any applicable calculations, and a basic definition.

Employee (Subscriber) Information

Column	Format	Calculation (if applicable)	What it means
employeeId	String	Member number base + person code of the subscriber's coverage	Unique identifier for the employee (subscriber) whose plan covers the members on their rows.
subscriberMemberNumber	String	Member number base + person code of the subscriber	The subscriber's full member number. Always matches `employeeId`.
employeeFirstName	String	—	Employee's first name.
employeeLastName	String	—	Employee's last name.
employeeGender	Enum (M/F)	—	Employee's sex.
employeeDob	MM/DD/YYYY	—	Employee's date of birth.
employeeHireDate	MM/DD/YYYY (optional)	—	Employee's hire date. Blank when not on file.
employeeEffectiveDate	MM/DD/YYYY	—	Date the employee's coverage began.
employeeAddress1	String	—	Employee's address line 1.
employeeAddress2	String (optional)	—	Employee's address line 2. Blank when not on file.
employeeCity	String	—	Employee's city.
employeeState	String	—	Employee's state.
employeeZip	String	—	Employee's ZIP code.
employeeEmail	String (optional)	—	Employee's email address.
employeeSSN	String (optional)	Included only when SSNs are requested at report generation	Employee's Social Security number. Omitted unless SSNs are requested.

Member Information

Column	Format	Calculation (if applicable)	What it means
memberNumber	String	Member number base + person code of the member	Full member number of the covered person for the row. Shares the subscriber's base number.
memberFirstName	String	—	Covered member's first name (the subscriber or a dependent, depending on the row).
memberLastName	String	—	Covered member's last name.
memberGender	Enum (M/F)	—	Covered member's sex.
memberDob	MM/DD/YYYY	—	Covered member's date of birth.
memberRelationshipToEmployee	String	Based on the member's coverage type	Relationship of the member to the employee (e.g., subscriber, spouse, child).
memberEmail	String (optional)	—	Covered member's email address. Blank when not on file.
memberSSN	String (optional)	Included only when SSNs are requested at report generation	Covered member's Social Security number. Omitted unless SSNs are requested, and blank when not on file.

Group and Plan Information

Column	Format	Calculation (if applicable)	What it means
groupId	String	—	Group policy number for the employer's plan.
groupName	String	—	Name of the sponsoring employer group.
planSelection	String	Plan name, with the individual deductible in dollars appended in parentheses when one is on file	Plan the member is enrolled in.
planNumber	String	—	Plan number within the group policy.

Coverage Details

Column	Format	Calculation (if applicable)	What it means
coverageStatus	String	—	Current status of the member's coverage (e.g., active, inactive).
coverageType	Enum (EE/ES/EC/EF)	Based on the subscriber's family coverage	Family coverage tier: employee only (EE), employee and spouse (ES), employee and child(ren) (EC), or employee and family (EF).
memberEffectiveDate	MM/DD/YYYY	—	Date the member's coverage began.
memberTerminationDate	MM/DD/YYYY (optional)	—	Date the member's coverage ended or is scheduled to end. Can appear on active rows as a scheduled end date.

Contents