Enrollment Dashboard

Real-time member enrollment overview — Q1 2026

Total Enrolled
8,432
▲ 2.4% vs last month
New This Month
+127
▲ 18 vs prior month
Terminations
-43
▼ 7 vs prior month
Pending Review
89
12 require action
Enrollment Trend
12-month rolling member count
By Plan Type
Current distribution
HMO3,850
PPO2,940
PACE882
Dual760
Age Distribution
Members by age band
Recent Enrollment Activity
MemberActionPlanEffective DateSource
Maria Santos
MBR-00421
EnrolledHMO PremierApr 1, 2026EDI 834
James Whitfield
MBR-00419
Changed PlanPPO GoldApr 1, 2026Portal
Helen Torres
MBR-00415
TermedPACE FlexMar 31, 2026Manual
Robert Kim
MBR-00408
EnrolledDual CompleteApr 1, 2026EDI 834
Linda Zhao
MBR-00405
Changed PlanHMO BasicApr 1, 2026Portal
David Osei
MBR-00398
EnrolledPPO SilverMar 15, 2026EDI 834
Carmen Rivera
MBR-00392
PendingPACE Flex—Manual
Geographic Distribution
Los Angeles2,104
25%
San Diego1,602
19%
San Francisco1,433
17%
Sacramento1,181
14%
Fresno843
10%
Other1,269
15%
COVERAGE AREA
Active across 6 counties in California with highest density in LA Metro region
AI Assistant

The Enrollment Dashboard shows a real-time snapshot of your plan's membership status.

  • Total Enrolled — active covered members right now
  • New This Month — members enrolled in the current calendar month
  • Terminations — members whose coverage ended this month
  • Pending — applications awaiting processing or approval

Three charts give different enrollment perspectives:

  • Enrollment Trend — 12-month line shows membership growth or decline patterns
  • By Plan Type — donut shows current split across HMO, PPO, PACE, and Dual products
  • Age Distribution — bar chart helps identify demographic concentration

Shows the 7 most recent enrollment events. Click View All to see full activity log.

  • Source badges — EDI 834 (automated), Portal (member-initiated), Manual
  • Action badges — Enrolled (green), Termed (red), Changed Plan (blue)
  • Click any row to open the member's enrollment record

Shows membership concentration by county or metro area. Bars are proportional to member count. Used to identify gaps in coverage areas for network adequacy planning.

  • Enroll Member — opens the individual enrollment form
  • Export — downloads current dashboard data as CSV or PDF
  • Use the sidebar to navigate to EDI 834 processing for bulk enrollment