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Member tab

Updated on February 10, 2022

The Member tab allows users to capture the following member information.

Pega Foundation for Healthcare

Field NameDescriptionMandatory
Member ID

A unique member ID is auto assigned when the member is manually created.

Note:

  1. The Member ID is a unique ID and is used as a part of the part of the key to tie other member details to this record.
  2. If need be, clients can use their own unique Member ID’s while loading the member record.
Yes
First NameFirst name of the member.Yes
Middle NameMiddle name of the member.No
Last NameLast name of the member.Yes
PrefixPrefix of the member.No
SuffixSuffix of the member. (Jr./Sr./I/II/III/IV/V)No
Date of birthDate of birth of the member.Yes
GenderGender of the member. (Male/Female/Unknown)Yes
Marital status

Marital status of the member.

  • B - Registered Domestic Partner
  • D- Divorced
  • S - Single
  • M - Married/R - Unreported/S – Separated
  • U – Unmarried
  • W – Widowed
  • X – Legally Separated
No
Race / Ethnicity

Ethnicity of the member.

  • 7 – Not Provided
  • A – Asian or Pacific Islander
  • B - Black/C – Caucasian
  • H – Hispanic
  • I – American Indian
  • N – Black (Non-Hispanic)
  • O – White (Non- Hispanic)
No
Social security numberSocial security number of the member.No
Exchange IDExchange ID of the member.No
VIPCheck the field if the member is a VIP.No
EmployeeCheck the field f the member is a employee.No

The Member tab also allows users to capture the member’s previous names. By clicking on the +Add previous names, users can add multiple member previous names.

Field NameDescriptionMandatory
First NamePreviously used first name by the member. No
Middle NamePreviously used Middle name by the member.No
Last NamePreviously used Last name by the member.No
Effective DateEffective date of the previously used names.No
End DateEnd date of the previously used names.No

The Member tab also allows users to capture employment and education information.

Field NameDescriptionMandatory
Employment Status

Current employment status of the member:

  • AO – Active Military Overseas
  • AU – Active Military USA
  • FT – Full- time
  • L1 – Leave of Absence
  • PT – Part time
  • RT – Retired
  • TE - Terminated
No
Hire DateIf the user checks the employment status as ‘Part-Time’, the system allows capturing the Hire Date.Conditional

Student

If the member is currently a student, then one of the following dates options should be selected:

  • F- Full-Time
  • N – Not a Student
  • P – Part-Time
No
School information

If the user checks the student type as ‘Full-Time’ or ‘Part-Time’, system allows capturing the following information:

  • School Name
  • Address
  • Zip
  • City (Read-only) - Auto populates based on Zip Code.
  • State (Read-only) - Auto populates based on Zip Code.
Conditional

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