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:

  • Required persons defined in the application

  • Contract relationship types defined in the application

Procedure

To add a person to a membership:

  1. Search for the membership in the Membership screen.
  2. 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.
  3. Ensure that the Main tab is selected.
  4. 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:

    • 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 (The Search Icon) 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
  5. Enter the required details in the Main section.
  6. Define the characteristics for the member person, if required.
  7. Click Save.
    The person is added to the membership.

Related Topics

For more information on... See...
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