Searching for a Membership

Prerequisites

To search for a membership, you should have:

  • Membership types, membership identifier, and membership identifier types defined in the application

  • Health plan defined in the application

    Note: You must define a health plan only when you want to search individual memberships.

  • Benefit types and benefit sub types defined in the application

  • Person, person identifier, and person identifier types defined in the application

  • Price item, policy, and policy plan defined in the application

  • Contract relationship types defined in the application

  • Characteristic types defined in the application (where the characteristic entity is set to Membership)

Procedure

To search for a membership:

  1. Click the Menu link in the Application toolbar.
    A list appears.
  2. From the Main menu, select Customer Management and then click Membership.
    A sub-menu appears.
  3. Click the Search option from the Membership sub-menu
    The Membership screen appears.
  4. Enter the search criteria in the Search Membership zone.
    Note: ORMB search engine supports wildcard search, where you can substitute the percentage (%) symbol as a stand in for any word or letter in a search criteria. You can use the '%' wildcard character in all input fields except the date and ID fields. The '%' wildcard character is suffixed automatically at the end of the partial search criteria. Therefore, you may or may not specify the wildcard character at the end of the partial search criteria. However, you have to prefix the wildcard character manually wherever required.
  5. Click Search.
    A list of memberships that meet the search criteria appears in the Search Results section.

Related Topics

For more information on... See...
Membership screen Membership (Used for Searching)
Search Membership zone Search Membership