How to View Member Summary

You can view a summary of member information. With the proper security, you can edit a member's information by clicking the Maintenance link in the upper right-hand corner of certain panels.

Optionally, you can:

• Request a new PIN. To request a new PIN, click Request New PIN.
• Reset PIN Status. To reset a PIN's status, click Reset PIN Status.

• View or add notes. To view or add notes for this record, on the action bar, click Notes.

• View audit details. To retrieve audit information, close any open panels and, on the action bar, click Audit Log. To view the details for a particular record, click Audit.

• Cancel your entries. To close the page or panel without saving your changes, click Cancel.

• Navigate to other areas of member information using the Member Detail Links or Quick Links.

To view a summary of member information

1. On the Member menu, click Member Summary Inquiry.
2. Search for the member you want to view.
3. Optionally, to limit the records displayed in the Member Summary tables, on the Member Summary page, in the Span Filters panel, complete the fields and click Filter.
4. On the Member Summary page, review information in the following panels:
   • Member
   • Available Information
   • Case Addresses
   • Case Phone Numbers
   • Member Representative
   • Confidentiality
   • Additional Member Information
     • Suspected Duplicate IDs
     • Physical County Code
   • Living Arrangement
   • Eligibility Spans
   • Recipient Liability/Responsibility
   • Medical Bills
   • Designation of RL Turned Off
   • 60 Free Days Information
   • SPED Recipient Responsibility Information
   • Care Coordination
   • Enrollment Spans
   • Primary Care Provider Spans
   • Long Term Care Spans
   • MDS Classification Code Spans
   • Review Spans
   • TPL/Medicare Spans
5. To close this page, on the MemberSummary action bar, click Cancel.

See Also

Member Summary Page

What Is Member Summary Inquiry?

What Is Member Maintenance?

About Members

Version as of 5/16/14.