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Get Monthly Report - Overview

1. Purpose​

The monthly report service provides partners with a consolidated summary of key health plan information on a regular basis. Instead of piecing together data from multiple sources, this service delivers a single, easy-to-read report that highlights plan activity, coverage details, and product updates. It’s designed to give you a clear snapshot of your business relationship and operational status each month.

2. Who can use this service​

  • Registered partners and administrators of health plans.
  • Authorized representatives of affiliated organizations.
  • Business users who need high-level insights into plan performance and member activity.
  • If you work with or on behalf of a health plan or participate in a partner program, this service is for you.

3. What information is available​

The report organizes information into broad, understandable categories:

  • Plan activity summary – Which plans are active and general membership counts.
  • Renewal & product information – Overview of products tied to plans and upcoming renewals.
  • Coverage insights – High-level coverage tiers and demographic groupings (no personal details).
  • Status feedback – Simple confirmation that your report was generated successfully or if attention is needed.

4. Benefits of this service​

  • Consolidated view – All essential details in one report.
  • Timely updates – Monthly cadence keeps you informed of changes.
  • Easy to understand – Broad categories instead of technical jargon.
  • *Operational support – Quick visibility into issues that may need attention.
  • Streamlined communication – Reduces back-and-forth by providing a single source of truth.

5. Example uses​

  • A partner administrator reviews renewal timelines during monthly planning meetings.
  • A consultant uses coverage summaries to design new offerings for affiliated organizations.
  • A business analyst integrates the report into a dashboard for executive visibility.
  • A relationship manager checks status feedback to resolve missing data before the next cycle.

6. Important notes​

  • This guide is for general audiences; technical details like authentication, URLs, and error codes are intentionally excluded.
  • Access to this service requires an active business relationship and participation in the organization’s partner program.
  • This Is an Overview: Technical specifications and operational details are provided separately through partner-only channels.