Member Specific Information

Record member information, using information entered for the associated member in myAvatar PM.

Prerequisites:

• The form is only visible if the Require Member Enrollment registry setting is set to 'N'.
  If the registry setting is enabled, this form will be disabled.

• The member must be active in myAvatar PM.

• The member's funding source must have a policy number (if enrollments are enabled, it is the Funding Source Policy Number on the Member Enrollment form).

1.  Go to: Avatar MSO > Membership Management > Member Specific Information

2. In the Select Client screen, search for and select the client by name or ID.

• The Funding Source Policy Information field displays the member information.

2. In the Add/Edit/Delete Funding Source Information field, select Add.

• Active funding sources without an expiration date are not available.

3. In the Funding Source field, enter the funding source name, and select.

4. In the Add/Edit/Delete Funding Source Information field, select Add.

5. In the Funding Source To Edit field, select the funding source record.

• This field is available when Delete or Edit is selected in the Add/Edit/Delete Funding Source Information field.

6. In the Funding Source field, enter the funding source name, and select.

• This field is available when Add is selected in the Add/Edit/Delete Funding Source Information field.

7. In the Contract Policy Number field, enter the member's policy number.

• This information is compared to the Subscriber ID on an inbound 837 file. If the information does not match, the claim cannot be posted.

8. In the Benefit Plan field, select the plan to be used if an authorization is created via the Health Care Services Review (278) Request form.

9. In the Effective Date field, enter the coverage start date.

10. In the Expiration Date field, enter the coverage end date.

11. In the Member Type field:

    • Select Dependent of Enrollee if the member is the subscriber's dependent.
      The member's parent is selected in the Primary Enrollee ID field.

    • Select Primary Enrollee if the member is the subscriber.

12. In the Primary Enrollee ID field, enter the member name, and select.

• Entering a primary enrollee adds the member to the primary enrollee's family.
• Liability processing rules that apply to the family are carried over to the member.

13. Click Update Funding Source Information to refresh information in the Funding Source Policy Information field.

14. Click Submit.

► Registry Settings

• Require Member Enrollment

• Use MSO Dictionaries For Enrollment Fields