> ## Documentation Index
> Fetch the complete documentation index at: https://docs.officeridge.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Members

> Member records, providers, authorizations, service delivery, assessments and records.

Members holds member records, providers, authorizations, service delivery, assessments and records.

It is the centre of clinical work in OfficeRidge. Almost every other module — scheduling, visits,
billing, compliance — points back at a member record created here.

## Who can use it

Organization Admins, Location Admins, Clinical Managers, Client Coordinators, and Healthcare
Providers.

<Warning>
  Member records contain protected health information. Access is logged. Only open records you need
  for your work.
</Warning>

## The Members tab

Individual member records including demographics, Medicaid IDs, and admission status.

**Columns:** External ID · First Name · Last Name · Medicaid ID · DOB · Gender · Phone · City ·
Status · Admitted

**Status** drives most downstream behaviour. A member who is not in an active status will not
produce billable visits. The full list of statuses — from `PENDING_REFERRAL` through `ACTIVE` to
`DISCHARGED` — is in the [glossary](/help/glossary).

## What else lives here

<CardGroup cols={2}>
  <Card title="Care network" icon="stethoscope" href="/members/care-network">
    Physicians, case managers, and payers.
  </Card>

  <Card title="Authorizations" icon="file-check" href="/members/authorizations">
    Approved units and the service items you deliver against them.
  </Card>

  <Card title="Assessments" icon="clipboard-check" href="/members/assessments">
    Specialized and risk assessments.
  </Card>

  <Card title="Records" icon="folder" href="/members/records">
    Chart inventory, communications, devices, and Texas HHS forms.
  </Card>
</CardGroup>

## Adding a member

<Steps>
  <Step title="Create the record">
    Add the member from the **Members** tab with their demographics and Medicaid ID. The Medicaid ID
    is what payer eligibility and claims are matched on — enter it carefully.
  </Step>

  <Step title="Set the status">
    New members usually start in an intake or pending status and move to `ACTIVE` once the
    authorization is in place.
  </Step>

  <Step title="Link the care network">
    Attach the attending physician, case manager, and payer. See
    [Care network](/members/care-network).
  </Step>

  <Step title="Record the authorization">
    Without an authorization the member cannot be scheduled for billable service. See
    [Authorizations](/members/authorizations).
  </Step>

  <Step title="Complete assessments and chart">
    Run the required assessments and confirm the chart inventory is complete.
  </Step>
</Steps>

Members usually arrive as referrals rather than being typed in directly. See
[Intake](/intake) and the [New member admission](/guides/new-member-admission) guide.

## Where a member goes next

| Once the member is active       | Module                           |
| ------------------------------- | -------------------------------- |
| Build the plan of care          | [Care Plans](/care-plans)        |
| Set the recurring visit pattern | [Scheduling](/scheduling)        |
| Verify delivered visits         | [Time & Attendance](/attendance) |
| Bill the verified visits        | [Billing](/billing)              |

## Troubleshooting

| Problem                               | What to check                                                                                                           |
| ------------------------------------- | ----------------------------------------------------------------------------------------------------------------------- |
| A member is missing from the list     | Check your active organization and location, then the status filter. Discharged members are excluded from active views. |
| Visits will not schedule for a member | The member needs an active authorization with remaining units. See [Authorizations](/members/authorizations).           |
| Claims reject on member identity      | Confirm the Medicaid ID and date of birth match the payer's record exactly.                                             |
| I cannot delete a member              | Member records are retained for audit. Change the status to discharged or terminated instead.                           |