Editing the Membership Details of a Person

Prerequisites

To edit the membership details of a person, you should have:

  • Contract relationship types defined in the application

Procedure

To edit the membership details of a person:

  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 whose details you want to edit.
    The Membership screen appears.
  3. Ensure that the Main tab is selected.
  4. In the Member Persons zone, click the Edit (The Edit Icon) icon in the Edit column corresponding to the member person whose details you want to edit.

    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 the person is added. Not applicable
    Person ID Indicates the person who is added to the membership. Not applicable
    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:

    If you inactivate a member person who is the main subscriber, the system automatically inactivates the membership and all other member persons which are included in the membership.

    You cannot change the status of the member person to Active when the membership is in the Inactive status.

    		 Yes
  5. Modify the required details in the Main section.
  6. Define, edit, or remove the characteristics from the member person, if required.
  7. Click Save.
    The changes made to the membership details of the person are saved.

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
How to inactivate a member person of a membership Inactivating a Member Person