Exporting Assigned & Eligible Members from GC

Exporting Assigned & Eligible Members from GC

Learn how to generate and export a list of members currently assigned to your organization and marked as eligible using the GC platform.

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Step-by-Step Instructions:

  1. Log into GC.
  2. Navigate to Member Assignment:
    • From the Home Screen, go to:
      • Manage > Assign Care Member and Mailing

            3.     Set Filters:

  1. Client: Select your organization from the dropdown.
  2. Eligibility Status: Choose Active to include only currently eligible members.

A screenshot of a computer AI-generated content may be incorrect.

  1. (Optional but Recommended)
    : Use additional filters such as region or care manager, if needed.
  2. Search:
  3. Click the Search button to generate your list.
  4. Export the Data:
  5. Once your list appears, click Export to Excel to download the data for offline use or reporting.

Helpful Tip:
Double-check that “Active” is selected under eligibility before exporting to ensure data accuracy.

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