Plan Enhancements
- Plans can now be created with multiple age-banded tiers and pricing.
- This eliminates the need to add multiple plans when providers offer services for multiple age tiers.
- Enrolled members will be automatically moved to their next age tier price.
- If an enrolled member is about to age-out of plan, we will notify them in advance.
- Consultant Plans are now editable and follow the same logic as provider plan edits.
Reports
- Provider payment reports have been updated to include total gross plan amount and Accresa transaction fees.
- Accresa Bank Ledger and Member Receipts are white labeled
Members
- Whether a member is being uploaded via the spreadsheet uploader or enrolling via link, the primary member’s phone number is a required field.
Upcoming Enhancements
- Debt Payment Report Enhancements
- Member Activity Report for payment tracking and enrollment activity