Member Services — call screen
A synthetic demo screen — "Anchor Health Cooperative" is a fictional, obviously-fake HMO. No real payer, no PHI. The same resolved-person marts behind Person 360, reframed as the screen a member-services rep works on a call.
Who's on the phone?
Pull up the caller, then work down the screen the way you'd work the call: confirm who they are, reassure them they're covered, answer the money questions, then pull up what they're calling about.
Sanford Fritsch · Member SUB000277-0 · DOB Jun 22, 1923 · M
Subscriber SUB000277 · Group Harbor Technologies
Are they covered?
Member Status
Product
Network
Member-Months
What's their money picture?
Here's what we've paid and how their claims land in-network — the talking points a rep gives when a member asks "what did this cost me / was that covered?"
Claims on File
Total Paid
Total Billed
In-Network Rate
What are their plan's benefits?
The "let me pull up your plan's benefits" move — the copays, deductible, out-of-pocket
max, and in-vs-out-of-network coinsurance for the caller's plan. Benefits are read at the
segment level: the caller's primary product category picks the representative package
its members most commonly hold (from benefit_by_segment).
Copays — what the member pays per visit or prescription:
PCP Visit
Specialist
ER Visit
Rx Generic
Rx Brand
Accumulators & coinsurance — the annual limits and the member's share after deductible:
Individual Deductible
Family Deductible
Out-of-Pocket Max
In-Network Coins.
Out-of-Network Coins.
person_360
carries the primary product category, not a specific product id. Values are
realistic-synthetic and vary by segment (Medicaid/Dual near-$0 cost-share,
Medicare standard, Commercial richer/varied); the norms are documented in
business-rules/benefit/benefit_cost_sharing.md. Plan-tier variation
(bronze/silver/gold) within a segment is a later enrichment.What are they calling about?
Their most recent activity — newest first. This is the "let me pull up your recent visits and claims" move: recent encounters and claims, so the rep can say "I see your visit on the 14th / your claim for X."
person_events. Need the full history or the whole-population view?
The analyst screen — Person 360 — carries the full
timeline and the cohort comparison. This screen is deliberately one-member-at-a-time:
it's the rep's call view, not a report.
