Adding a Person to a Membership
The system enables you to add a member person to a membership when the membership is in the Active status. However, you can only add a member person in the Active status and not in the Inactive status.
Prerequisites
To add a person to a membership, you should have:
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Required persons defined in the application
-
Contract relationship types defined in the application
Procedure
To add a person to a membership:
- Search for the membership in the Membership screen.
-
In the Search Results section, click
the link in the Membership Information column
corresponding to the membership to which you want to add a
person.
The Membership screen appears.
- Ensure that the Main tab is selected.
-
Click the Add Person link in the
upper right corner of the Member Persons zone.
The Member Person screen appears. It contains the following sections:
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Main - Used to specify the basic membership details of the person.
-
Characteristics - Used to define the characteristics for the member person.
The Main section contains the following fields:
Field Name Field Description Mandatory (Yes or No) Membership Information Indicates the membership to which you want to add a person. Not applicable Person ID Used to indicate the person whom you want to add to the membership. Note: The Search () icon appears corresponding to this field. On clicking the Search icon, the Person Search window appears.Yes Relationship Type Used to indicate how the person is related to the main subscriber. Note: The list includes only those contract relationship types which are already defined in the system.Yes Financially Responsible Used to indicate whether the person is financially responsible for the membership. No Main Subscriber Used to indicate whether the person is the main subscriber of the membership. No Member Used to indicate whether the person is a member or a non-member in the membership. No Start Date Used to specify the date from when you want to add the person to the membership. Note:The member person start date cannot be later than the member person end date.
The member person start date cannot be earlier than the membership start date or later than the membership end date.
Yes End Date Used to specify the date till when you want to add the person to the membership. Note:The member person end date cannot be earlier than the member person start date.
The member person end date cannot be earlier than the membership start date or later than the membership end date.
No External Medicare Beneficiary ID Used to specify the Medicare beneficiary identifier of the person who has availed the Medicare benefit. No Member Person Status Used to indicate the status of the person in the membership. The valid values are: -
Active
-
Inactive
Note: By default, the Active option is selected.Yes -
- Enter the required details in the Main section.
- Define the characteristics for the member person, if required.
-
Click Save.
The person is added to the membership.
Related Topics
For more information on... | See... |
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How to search for a membership | Searching for a Membership |
Membership screen | Membership (Used for Viewing) |
Member Persons zone | Member Persons |
How to define a characteristic for a member person | Defining a Characteristic for a Member Person |