Skip to main content
Membership search finds a member on the payer by membership number and opens or registers the client in Front Desk. It is shown only when the workspace has an approved, active payer with member search.
1

Open membership search

Open the search-and-add button beside Register client.
2

Choose the payer

If several payers qualify, choose the payer. Two clinic payers linked to the same registry payer count as one.
3

Enter the membership number

Enter the membership number, including the suffix, then choose Search or press Enter. The search does not run while you type.
4

Open or register the client

One match opens the existing client with that membership number. If no client has it, Register client opens prefilled with the payer details.
  • A missing member shows “no matching member”.
  • An authentication problem asks you to update the payer authentication. The payer login error is not shown.
  • For MASM, suffix 0 and a number with no suffix are the same principal member. A suffix such as -1 must match that dependant.
  • The saved membership number is the full number from the payer. For MASM, suffix 0 marks the principal member.

Register a client

Register a client manually with contact and cover details.

Automatic visit creation

Create insurance visits in the background from membership search.