Patient List by Contracts, Products or Plan Names

Patient lists can be defined by Contracts, Products and Plan Names.

• Contract – results in a search for all Plan IDs associated with the contract profile. The search by contract does not consider the effective or termination dates of the Plan IDs.
• Product – results in a search for only the Plan IDs associated with the individual products. The search by product does not consider the effective or termination dates of the Plan IDs.
• Plan Name – results in a search for only the Plan IDs associated with the individual products, except the Plan name option does take into consideration the effective and termination dates of the Plan IDs.