In June, we removed the Medicare ID field to align with CMS standards.
6/5/2023 - General Maintenance
6/1/2023 - Removal of Medicare ID field
6/5/2023 - General Maintenance
Custom Reporting
We updated the “Statement Date” Field Option label to “Agent Statement Date” to align with labeling across the Commission Module.
6/1/2023 - Removal of Medicare ID field
Removal of Medicare ID field
To align with the CMS standards of using the Medicare Beneficiary ID (MBI), we removed the Medicare ID field from Individual records in AgencyBloc. For more on MBIs, visit the CMS website.
Before: Individual record with the Medicare ID field
After: Individual record without the Medicare ID field
We also removed Medicare ID from the following areas:
- API
- Individual API
- Data Import
- Nightly Data Extract
- Records
- Individual Detail tab
- Individual Detail tab > Print Record and Print Page options
- Individual Advanced Search > Download CSV
- Carrier Individuals tab and Column Options
- Group Individuals tab and Column Options
- Leads Individuals tab and Column Options
- Reports
- Custom Reporting
- Individuals Audit Report
- Individuals Report
- Individual Relationships Report
- Policies Report