Viewing a client’s wellness programs

You can view the wellness programs associated with a specific client from their client profile. When you view a client’s wellness program page, you can customize the page to see only the information you need.

To learn how to edit, cancel, activate, or put a hold on an enrollment, see Managing a client’s wellness programs.

In this article:

To view a client’s wellness programs:

  1. On the Top Nav Bar, click the Search button , and enter the client’s information in the box. You can enter the client’s name, phone number, email address, UID, or client ID.
  2. In the list of clients displayed, click the client’s name.
  3. On the side menu, click Account.
  4. On the Account menu, click Wellness Program.
  5. To filter the report, click the Advanced Filter button  and apply any necessary advanced filters. Your choices are:
    • Membership Status – Filters for reimbursements with the specified status.

To customize a client’s wellness program view:

  1. On the Top Nav Bar, click the Search button , and enter the client’s information in the box. You can enter the client’s name, phone number, email address, UID, or client ID.
  2. In the list of clients displayed, click the client’s name.
  3. On the side menu, click Account.
  4. On the Account menu, click Wellness Program.
  5. In the Action column, click the More button The more button displayed at the top of reports. The button is a square with three vertical blue dots and a blue border. and select Customize.
  6. Under Columns, select which columns will be displayed in the report:
    • To add a column, click the column name in the Available box.
    • To remove a column, click the column name in the Selected box.
  7. Under Client Info, set the Display expanded client details option to ON or OFF, depending on whether you want detailed information about the client, including phone number, client type, and email, shown in the report.
  8. Under Report Default Date Range, select Day, Week, Month, or Year to set the report period.
  9. Under Displayed Buttons, select which buttons will be displayed in the report header. Buttons that are not displayed in the report header will be available in the More menu.
    • To add a button, click the button name in the Available box.
    • To remove a button, click the button name in the Selected box.
  10. Click Save. Your selections are saved and will be applied each time you view this report.

Headings on a client’s wellness program page:

Heading nameDescription
SETUP DATEThe date the client was approved for the wellness program.
ENROLLMENT DATEThe date the client enrolled in the wellness program.
INSURANCE COMPANY NAMEThe name of the insurance company providing the wellness program.
PROGRAM TITLEThe title of the wellness program in which the client is enrolled.
PROVIDER NAMEThe name of the provider of the wellness program.
REIMBURSEMENT TYPEThe type of the reimbursement. The possible options are: Club Reimbursement and Member Reimbursement.
STATUSThe status of the reimbursement. The possible statuses are Active, Cancelled, Expired, and On Hold.
ACTIONClick the More button to edit, activate, cancel or put on hold the client’s enrollment.
Was this article helpful?
(20 out of 20 people found this article helpful)
Still need help? Contact us
Cancel