Account Tab Purpose

The purpose of the Account Tab is to verify the member's identity and user information during the engagement process. 

Account Tab Overview

After search for a member in the User Search and clicking on the Pencil Icon, the screen will default to the Account Tab. 

This tab contains the same information found in the member's eligibility data that was entered by the Program Admin. For more information please see: Eligibility Data Management within the Program Admin Guide.

It is important to review this information to ensure it is the right member before scheduling an appointment, adding notes, or performing other actions regarding the member. 

Here, you will see the member's name, dob, home phone number, address, and email address information. This information can be used to verify their identity and ensure the right member has been selected.