Member directory

---
title: Member Directory
description: Central registry for all members with tabbed views for comprehensive management
---

# Member Directory

> ⚠️ **Read-Only Documentation Notice**  
> This page was generated through passive observation of publicly accessible UI elements. No data was injected, submitted, or modified during documentation creation.

## Overview

The Member Directory serves as the central registry for all healthcare recipients, providing a unified view with 13+ tabbed sections for granular management of member data, services, and communications.

## Tab Structure Observed

| Tab | Purpose | Key Actions |
|-----|---------|------------|
| **Members** | Master list view | Search, filter, status updates, new admission entry |
| **Authorizations** | Payer approval tracking | Verify coverage, track expiration, upload documentation |
| **Charts** | Clinical documentation | View/upload medical records, progress notes, assessments |
| **Service Items** | Billable service catalog | Assign services to members, track utilization |
| **Assignments** | Staff-to-member mapping | Assign caregivers, schedule visits, manage coverage |
| **Communications** | Message history | Log calls, emails, family updates; internal notes |
| **Practitioner Statements** | Provider documentation | Upload physician orders, specialist reports |
| **Update Counter** | Change tracking | Audit trail of record modifications |
| **Orientations** | Member onboarding | Track completion of intake orientations |
| **Sup Visits** | Supervisory visit logs | Document oversight visits, compliance checks |
| **Engagement** | Interaction metrics | Track family communication, satisfaction indicators |
| **Storage Locations** | Physical record tracking | Locate paper files, backup media, archived documents |
| **Map** | Geographic visualization | View member locations, optimize travel routes |

## Primary Workflow: New Admission

<Steps>
  <Step title="1. Initiate Admission">
    Navigate to Members → Member Directory → Click "New Admission and Intakes" panel
  </Step>
  <Step title="2. Enter Demographics">
    Complete required fields: Name, DOB, Address, Emergency Contact, Payer Information
  </Step>
  <Step title="3. Assign Services">
    Select applicable service items from catalog; link to authorization records
  </Step>
  <Step title="4. Schedule Orientation">
    Assign to Orientations tab; notify assigned caregiver via Communications tab
  </Step>
  <Step title="5. Activate Record">
    Update status to "Active"; record appears in All Members list with timestamp
  </Step>
</Steps>

## Search & Filter Capabilities

- **Text Search**: Name, MRN, address, phone
- **Status Filters**: Active, Pending, Discharged, On Hold
- **Date Filters**: Admission date, last service date, authorization expiry
- **Custom Views**: Save filtered views for team sharing (role-permitted)

## UI Elements Observed

| Element | Type | Purpose | Notes |
|---------|------|---------|-------|
| Member List Table | Data grid | Display member records | Sortable columns; pagination |
| Status Badges | Visual indicator | Show member state | Color-coded: Green=Active, Yellow=Pending, Red=Discharged |
| Quick Action Menu | Dropdown | Common per-member actions | Edit, Assign Staff, Generate Report |
| Bulk Actions Toolbar | Button group | Multi-record operations | Export selected, update status, assign tags |
| Tab Navigation | Horizontal tabs | Switch between data views | Persistent selection per session |

## Compliance & Security

<Callout type="info">
  Member Directory access is logged at the record level. Viewing PHI triggers audit entries. Export functions require "Data Export" role permission and generate compliance reports. All modifications follow the "four-eyes principle" for critical fields.
</Callout>

## Troubleshooting

| Issue | Resolution |
|-------|-----------|
| Member not appearing in search | Verify status filter; check if record is in "Pending" state; confirm role permissions |
| Authorization tab empty | Ensure payer contract is active in Licensing → Payer Management |
| Cannot assign staff | Verify staff member has active credentials in Employees → Credentials tab |

## Related Documentation

<Tabs>
  <Tab title="Related Docs">
    - [New Admission Workflow](/members/member-directory/members)
    - [Authorization Management](/members/member-directory/authorizations)
    - [Service Item Catalog](/members/member-directory/service-items)
    - [Staff Assignment Rules](/employees/service-provider-directory/work-assignments)
  </Tab>
</Tabs>

---

*Last updated: 2026-05-31 • Generated via read-only observation*