dim_memberships


Description

Memberships, their funding details, and any other closely linked attributes. A membership has multiple individuals attached to it, these are members, funder and authorised representative. This contains all types of memberships and their funding plans within Lookout. It is normal for certain columns to be empty if your organisation doesn`t have any memberships within a given funding scheme.

Columns

Column Type Children Parents Comments
membership_id int4

The ID of the membership, e.g. 1410.

membership_uuid varchar

The UUID of the membership, e.g. a2311fd4-02a8-4452-99g2-fg391c5173a0.

membership_link text

The link to the membership within Lookout, e.g. https://app.{company}.com.au/admin/memberships/1.

state text

The state the membership is currently in. One of current, archived, lead, lost_lead, unknown. lead: When a membership does not have a signed_up_on date, or when the signed_up_on date is in the future, and when they’re not archived or the archived date is in the future. lost_lead: When a membership does not have a signed_up_on date, or when the signed_up_on date is in the future, and when they have an archived_at in the past. archived: When the archived_at is in the past, and the above lead and lost_lead conditions are not met. current: When they have a signed_up_on in the past, they are not archived, or the archived_at is in the future and the above lead, lost_lead and archived conditions are not met. unknown: If any of the above conditions are not met.

community_id int8
dim_communities.community_id Implied Constraint R

The community ID, e.g.: 123. DEPRECATED: Use community_names instead.

community_name text

The name of the community, e.g.: “Western Suburbs”. DEPRECATED: Use community_names instead.

community_names text

A comma-separated list of community names associated with the membership, e.g.: “Western Suburbs,Care Team A”.

plan_type varchar

Monthly billing plan type. A null in plan type is where there are other billing methods in place eg. paid by a corporate partner.

membership_plan_id int8
dim_membership_plans.membership_plan_id Implied Constraint R

The ID of the associated membership plan. E.g. 56.

sah_membership_plan_id int8
dim_membership_plans.membership_plan_id Implied Constraint R

The SAH membership plan ID assigned to this membership once the mapping from HCP has been completed. After July 1st 2025, this is the valid membership plan ID for this membership. Before that, the membership_plan_id is still valid.

plan_payment_frequency varchar

Frequency of payment for the amounts shown in the plan price columns.

plan_package_management_price numeric

Amount paid for lookout each plan_payment_frequency.

plan_care_management_price numeric

Amount paid for care management each plan_payment_frequency.

plan_total_price numeric

Amount paid (lookout + care managenment) each plan_payment_frequency.

signed_up_on date

Date of a successful sign up meeting. This is entered relative to the user, eg. the day in their timezone the meeting occured.

archived_at timestamp

The date and time the membership was archived (in UTC), e.g.: 2021-03-17 22:59:01.

next_review_at timestamp

The date and time the next membership review is at (in UTC), e.g.: 2021-03-17 14:00:00.

commenced_at timestamp

This is the ideal billing start date, updated to the billing start date by Finance. This is entered relative to the user which is the day in their timezone the meeting occured. E.g. 2022-11-11 14:00:00.

commenced_on date

This is the commenced_at date but in the timezone of the company. E.g. 2022-11-12.

created_at timestamp

The date and time created the membership was created (in UTC), e.g.: 2021-03-02 00:12:59.996101.

updated_at timestamp

The date and time created the membership was updated (in UTC), e.g.: 2021-03-02 00:12:59.996101.

membership_days numeric

The number of days from when the membership commenced to now, e.g. 390.

count_members int8

The number of members within this membership, e.g. 1.

is_active bool

True if not archived_at and the member(s) have a completed visit in the last 30 days.

last_completed_visit_mbrs_tz timestamp

When the last visit was completed for this membership, in the membership timezone. E.g. `2025-05-01 08:30:00.

next_scheduled_visit_mbrs_tz timestamp

When the next visit is scheduled for this membership, in the membership timezone. E.g. `2025-05-01 08:30:00.

funding_profile_id int4

The profile_id of the funder for this membership, e.g. 512.

funding_scheme_id int8

The unique ID of the funding scheme associated to the membership, e.g. 859.

funding_scheme_type varchar

The broad funding scheme type of the membership, e.g. hcp.

funding_plan text

A derived column that adds hcp approved level to the funding scheme type, if the funding scheme type is hcp. Otherwise it is the funding scheme type. E.g. hcp 3 or ndis.

hcp_approved_level varchar

The hcp assessed level by given by My Aged Care following the ACAT assessment. E.g. 4.

hcp_assigned_level varchar

The actual HCP level being received by the membership. There can be a delay between the approved level and the assigned level. E.g 3.

hcp_ac_number varchar

The memberships Aged Care Number, e.g. AC12345678.

hcp_dhs_number varchar

The DHS Care Recipient ID associated to the membership, e.g. 0414400000.

hcp_exit_date timestamp

The datetime (in UTC) the HCP plan ceases, e.g. 2023-08-03 02:30:00. This is the date the provider stops providing care to a person. The provider does not get a home care subsidy for the cessation day, all services stop the day before.

ndis_plan_type varchar

The plan type of the ndis funding scheme. One of plan_managed, agency_managed, self_managed.

ndis_number varchar

This is the NDIS participant reference number, e.g. 430000000.

ndis_next_plan_review_at timestamp

The date and time that the NDIS participant’s plan is due to be reviewed. E.g. 2021-11-18 14:00:00.

brokerage_hcp_approved_level varchar

The HCP approved level of this brokeraged membership. A brokerage package is that in which the company is providing the services to this membership on behalf of another company. The other company is listed as the funder for this membership. E.g. 4.

brokerage_hcp_assigned_level varchar

The HCP assigned level of this brokeraged membership. A brokerage package is that in which the company is providing the services to this membership on behalf of another company. The other company is listed as the funder for this membership. E.g. 4.

funding_started_at timestamp

The datetime (in UTC) the funding scheme was created at, e.g. 2022-11-18 14:00:00.

billing_reference varchar

The ID of the billing reference associated to the membership, e.g. 2220000.

archive_reason varchar

The reason the membership was archived, if the membership was archived. E.g. residential_aged_care.

finance_account_id int8

The ID of the finance account for HCP memberships that records transactions, as viewed through admin and on statements. E.g. 850.

account_state text

Accounts are opened automatically when HCP funding is setup, but can be manually closed (and re-opened). Transactions cannot be added to a closed account. One of Open, Closed.

account_created_at timestamp

When the associated finance account was created in datetime (UTC), e.g. 2022-11-18 14:00:00.

account_closed_at timestamp

When the associated finance account was closed at datetime (UTC), e.g. 2022-11-18 14:00:00.

company_id int8
dim_companies.company_id Implied Constraint R

The company ID, e.g.: 345.

Indexes

Constraint Name Type Sort Column(s)
dim_memberships_pkey Primary key Asc membership_id
dim_memberships_company_id_idx Performance Asc company_id
dim_memberships_membership_uuid_idx Must be unique Asc membership_uuid
dim_memberships_state_idx Performance Asc state

Relationships