Finding a member
You can search for a member to work on member-specific tasks, such as viewing member authorization requests or creating a new authorization request for a member.
You can perform the member search using one of two methods: by member ID or by name and date of birth.
Note: Search by Name and Date of Birth is an option that the payer (health plan) chooses to enable or not. This option is displayed only when the payer has chosen to configure its use.
In general, you search for a member before you begin the workflow for creating an authorization request. But if you select the button for creating an authorization first, the member search comes next. Once the Member Search screen is open, the steps for finding a member are the same.
Note: You cannot see members for whom access is restricted. Under this limitation, functions for viewing member details and creating authorizations are inaccessible.