Screen catalog — core enrollment screens

All objects in library enroll unless noted. Open modes referenced below (add / change / remove / detail) control field editability via w_enrollment_maintenance.wf_dw_edit_status.

w_group_member_select — "HOMER - Member Select"

• Purpose: "First screen for member enrollment. Allows a user to Add/Delete/Modify/View a member" (object comment). Presents a group/member treeview (tv_group_ids, tv_members) plus Search/Clear buttons; drills into a subscriber's family (d_enroll_dependents_for_subscriber).
• Actions: search by master group (w_master_group_select), by last name (w_member_select_by_last_name, w_member_select_by_last_name_no_group), or member ID (w_member_select_by_mbr_id); opens w_enrollment_maintenance via OpenSheetWithParm with the selected member and mode; can switch to the alternate search screen w_enroll_member_selection.
• Variant: w_group_hb1_member_select ("HOMER - HB1 Member Select") is the same first screen for HB1 members, opening w_hb1_maintenance instead.

w_enrollment_maintenance — "HOMER - Member Enrollment Maintenance"

• Purpose: "Window used to enroll members" (object comment); the full-function maintenance sheet for one subscriber family.
• Field groups (tab structure):
  • Subscriber Eligibility: demographics (d_enroll_member_demographics: master group, member ID, hire date, life status, gender, birth date, names, SSN, termination date, external member ID, phone), address (d_enroll_address), phone (d_enroll_member_phone), eligibility periods (d_enroll_subscriber_eligibility_period), subscriber categories (d_enroll_member_subscriber_categories), waiting periods (d_enroll_wait_pd; "All Wait Periods" button opens w_enroll_view_wait_period).
  • Dependents: dependent list (d_enroll_member_dependents), per-dependent sub-tabs for eligibility (d_enroll_dependent_eligibility_period) and categories (d_enroll_member_dependent_categories), address (d_enroll_dependent_address), student info (d_enroll_dependent_student_info), dependent waiting periods (d_enroll_dependent_wait).
  • Coverage: coverage elections (d_enroll_dependent_coverage_elections), member coverages (d_enroll_subscriber_member_coverage), riders (d_enroll_subscriber_coverage_riders), read-only eligibility reference (d_enroll_sub_elig_pd_display).
  • Physician / PCP: PCP assignment via n_enroll_member_pcp (search popup w_enroll_pcp_search over d_enroll_pcp_prov_criteria / d_enroll_pcp_search).
• Meaningful validations:
  • Eligibility date ranges must not overlap for the same member/group (event ue_validate_new_date_range using f_verify_dates_outside_range); dependent dates must fall inside a subscriber period (wf_check_mem_elig, wf_validate_dep_eff_dt).
  • Expiration reason (dep_exp_cd) requires an expiration date (message exp_cd_no_date); clearing the date clears the reason and retracts pending COBRA non-qual events (eligibility DW itemchanged).
  • Subscriber SSN must be exactly 9 characters; birth date cannot be after today (itemchanged cases soc_sec_no, birth_dt).
  • Member ID defaulting per group option MEMBER_ID (NONE / SOC / SOC+LETTER / SYSKEY), subscriber suffix "A", dependents lettered B–Z (ue_set_new_row, wf_get_member_suffix); uniqueness checked via uf_validate_mem_id.
  • Addresses standardized through the Mailers service with an override prompt (wf_stand_addr).
• Code-table enumerations: qmcso_flg Y/N (d_enroll_dependent_eligibility_period values list); coverage tiers from code key ELECTLEVEL; COBRA reason sets MBREXPCOBR / MBEXPNCOBR; group categories from dddw_group_categories.
• Actions: Save (transactional ue_update across all stores, then ID-card prompt wf_request_id_cards and drug transfer prompt wf_request_prescription_tsfr); expire eligibility with cascade (wf_expire_coverage / wf_expire_dep_coverages); move eligibility to another division (ue_move_mem_div → w_enroll_trans_div); request ID cards (ue_request_id_cards); show notes; open COB (ue_opencobwindow).
• Windows opened: w_enroll_member_select, w_enroll_trans_div, w_enroll_view_wait_period, w_member_select, w_subscriber_select.

w_quick_enroll_main — "Homer - Quick Enrollment"

• Purpose: single-screen intake of a new subscriber family (object comment: "Contains new COB Fuct.").
• Field groups: subscriber demographics (d_quick_enroll_subscriber), subscriber eligibility period (d_quick_enroll_sub_eligible_pd), waiting period (d_quick_enroll_sub_wait_pd), dependents grid (d_quick_enroll_dep + d_quick_enroll_dep_elig_pd), categories (d_enroll_category, d_quick_enroll_all_cat with valid-period compute), coverage elections (d_quick_enroll_sub_cov_elect) and member coverages (d_quick_enroll_covg_elect), family summary (d_quick_enroll_family), group panel (d_quick_enroll_group).
• Meaningful validations: required subscriber SSN, member ID, master group ID, gender, last name, and generated member key (ue_validate on the subscriber DW); waiting-period rows require expiration of the prior open period before adding another (dw_sub_wait ue_validate); member id letter toggling per group option (wf_toggle_mem_id_letter).
• Enumerations: cobra_flg Y/N on elections (d_quick_enroll_sub_cov_elect).
• Actions: Save (ordered store updates in ue_save: subscriber → dependents → family → eligibilities → categories → dependent categories → students → COB, with per-store error codes); Cancel/reset (wf_reset_screen); request ID cards (wf_request_id_cards); prescription transfer (wf_request_prescription_tsfr); address standardization (wf_stand_addr).
• Windows opened: w_enrollment_cob_maint, w_quick_enroll_dep_addr, w_quick_enroll_dep_cat, w_quick_enroll_dep_student.

w_enrollment_cob_maint — "Coordination of Benefits"

• Purpose: maintain coord_of_bens rows per member and coverage type (marked "NOT REGISTERED" in comment; opened from quick enrollment and enrollment maintenance).
• Fields (d_qe_cob_detail): effective/expiration dates, carrier, policy number, plan phone/type, status and status reason, other subscriber name/phone, employer name/phone, and address numbers for plan, other subscriber and employer (d_cob_address).

Termination-letter and HIPAA screens

• w_enroll_custom_term_add_members — queue family members into custom_term_transactions (comment: "window to add members to the custom term transaction table"; uses shared d_family_members).
• w_enroll_custom_term_generate — generates termination letters from the queue into report_hist (blob report_data, report_hist_seq sequence) using letter forms d_custom_term_form / d_usfhp_term_form with subscriber/dependent/eligibility panels.
• w_enroll_custom_term_print — "Termination Letters Print Maintenance": select and print/reprint generated letters (d_custom_term_maintenance).
• w_enroll_hipaa_add_members — queue members into hipaa_transactions (insert with lock_cd).
• w_enroll_hipaa_generate — "Generate HIPAA Form": builds certificates for queued members (subscriber/dependent/eligibility panels d_enroll_hipaa_*), stores them in report_hist, marks queue rows lock_cd = 'PROCESSED' and deletes handled entries; can look up coverage via w_enroll_hipaa_member_coverage_search.
• w_enroll_hipaa_print — "HIPAA Print Maintenance": print/reprint stored certificates (d_hipaa_maintenance).
• w_hipaa_cert_report — runs/prints the HIPAA certificate report (d_hipaa_cert_report).
• w_hipaa_dead_file — "window for logging undeliverable HIPAA certificates"; history from notes keyed HIPAA Cert / HIPAA Dead File (d_hipaa_history).
• w_notes_hipaa_report_view — HIPAA notes report by member / group / all (d_notes_hipaa_report_*, search object u_notes_hipaa_report_search).

QMCSO screens

• w_enroll_qmcso_select — "Selection Window for QMCSO": pick members whose eligibility carries qmcso_flg (d_enroll_qmcso_select over member_eligibilities + members).
• w_enroll_qmcso_maint — "Main QMCSO Entry Window": order details (d_qmcso_maint_select_info) and custodian info (d_qmcso_custodian_info over vendor_addresses/pm_addresses/vendors); opens w_provider_vendor_select to pick the custodian vendor. CRUD on qmcso_custodians / qmcso_guardians.
• w_qmcso_member_detail — per-member QMCSO detail sheet (d_enroll_qmcso_select_detail).

HB1 screens

• w_group_hb1_member_select — "HOMER - HB1 Member Select" (see above).
• w_hb1_maintenance — "HOMER - HB1 Member Maintenance": member summary/detail (d_hb1_member_summary_info, d_hb1_member_detail over hb1_members: eff/exp dates, monthly premium, coverage type, exp code) and payment history (d_hb1_payment_detail over hb1_payments: received date, paid-thru date, check number, amount).

Eligibility export

• w_enroll_group_export — "Export Group Eligibility" (response window): enter a master group and as-of date; validates the group is a master group; extracts subscribers and dependents (relationship from member_cat_val RELATIONS, demographics, address, coverage type/level/plan, coverage dates) via a UNION cursor over the group hierarchy and writes a flat file named <group>-<yyyymmdd> to the enrolldump_path configured in the application INI.

Minor popups

Window	Purpose (from object comment)
w_enroll_member_select	Select a member (response; d_enroll_choose_member)
w_member_select	Select a member (response; d_enroll_member_select)
w_member_select_by_group_id	Select member from list retrieved by group ID only
w_member_select_by_last_name	Select member matching last-name criteria
w_member_select_by_last_name_no_group	Same, "configured to not need a group_id"
w_member_select_by_mbr_id	Select member matching member-ID criteria
w_subscriber_select	Select a subscriber for a member
w_master_group_select	Select a master group matching search criteria
w_enroll_member_selection	"Member selection screen for w_enrollment_maintenance. Alternate version." — search by member ID / SSN / name showing relationship, group and eligibility status (d_enroll_member_selection)
w_family_member_select	Select a family member to display notes
w_enroll_trans_div	"Response window to enter a Division to receive an existing eligibility period" (d_enroll_groups)
w_enroll_view_wait_period	"Response window to view and edit multiple HIPAA waiting period start dates" (d_enroll_wait_pd_display)
w_enroll_pcp_search	"Response window to select PCP provider" (used by n_enroll_member_pcp)
w_quick_enroll_dep_addr	"Dependent Address" entry for quick enrollment (d_enroll_address)
w_quick_enroll_dep_cat	Assign dependent categories (d_enroll_dep_category)
w_quick_enroll_dep_student	Edit dependent student information (d_quick_enroll_dep_student)
w_quick_enroll_cob	"** OLD ** Window for Quick Enrollment dependent Coordination of Benefits" — superseded by w_enrollment_cob_maint
w_enroll_cobra_dependent_address_sync	Response window over d_enroll_cobra_dependent_address_sync (COBRA dependent address synchronization; see Open questions)
w_hipaa_printlabel_select	"window to select groups for HIPAA mailing labels"