Maintain Entity (Un-enrolled Member) Page

You are here: Ct Mgmt > Entity > Entity Field Descriptions > Maintain Entity (Un-enrolled Member) Page

The following Maintain Entity panel is displayed on the Maintain Entity page when the entity type is for an un-enrolled member. You use it to add or edit un-enrolled members. When an un-enrolled member entity is created, a CM Entity ID is assigned. The CM Entity ID is the contact management specific ID used when creating case records or correspondence records for the un-enrolled member.

You can open or close certain panels. Click

(the plus sign) beside a panel to open the panel. Click

(the minus sign) to close the panel.

See image

* indicates a required field. A dimmed field cannot be edited. See the previous image.

Maintain Entity Fields

Field	Description
Entity Type	The type of organization, institution, or individual. Examples: Provider, Member, Attorney, TPL Carrier
CM Entity ID	Unique identifier for the contact management entity to identify the un-enrolled entities.
Prefix	The preferred title to use before an entity's name. Examples: Mr., Mrs., Ms.
First Name	The first name of the entity.
MI	The middle initial of the entity.
Last Name	The last name of the entity.
Suffix	Letters that appear at the end of a person's last name. Indicates if contact is a Senior, Junior, Third, etc. Used when one or more relatives in the same family have the same name to indicate relationship to one another. Format: Up to four alpha characters Examples: I, II, III, IV, V, Jr., Sr. This field is displayed when the Organization Type for the provider is individual or both.
SSN	Social Security Number. A nine-digit number assigned by the Federal government, usually assigned at the time of birth and used for tax purposes. Format: NNN-NN-NNNN or NNNNNNNNN Example: 123-45-6789 Note: This field cannot contain all zeros.
Gender	The gender of a person, usually male or female. In some cases, the gender may also be unknown.
Date of Birth	The date the person was born; the person's date of birth. Format: MM/DD/YYYY Example: 05/23/1935
EIN	A nine-digit number called the Employee Identification Number and assigned by the Federal government to a business and used for tax purposes. Format: NN-NNNNNNN or NNNNNNNNN
Line of Business	The unique code that identifies the line of business, a high-level payer, or funding source such as Medicaid.

Field

Description

Entity Type

The type of organization, institution, or individual.

Examples: Provider, Member, Attorney, TPL Carrier

CM Entity ID

Unique identifier for the contact management entity to identify the un-enrolled entities.

Prefix

The preferred title to use before an entity's name.

Examples: Mr., Mrs., Ms.

First Name

The first name of the entity.

The middle initial of the entity.

Last Name

The last name of the entity.

Suffix

Letters that appear at the end of a person's last name. Indicates if contact is a Senior, Junior, Third, etc. Used when one or more relatives in the same family have the same name to indicate relationship to one another.

Format: Up to four alpha characters

Examples: I, II, III, IV, V, Jr., Sr.

This field is displayed when the Organization Type for the provider is individual or both.

SSN

Social Security Number.

A nine-digit number assigned by the Federal government, usually assigned at the time of birth and used for tax purposes.

Format: NNN-NN-NNNN or NNNNNNNNN

Example: 123-45-6789

Note: This field cannot contain all zeros.

Gender

The gender of a person, usually male or female. In some cases, the gender may also be unknown.

Date of Birth

The date the person was born; the person's date of birth.

Format: MM/DD/YYYY

Example: 05/23/1935

EIN

A nine-digit number called the Employee Identification Number and assigned by the Federal government to a business and used for tax purposes.

Format: NN-NNNNNNN or NNNNNNNNN

Line of Business

The unique code that identifies the line of business, a high-level payer, or funding source such as Medicaid.

Contact, Address, Phone, and E-Address Fields