Edit a Member Profile Follow

To edit or add to a learner profile, from the organization's home screen select "Members" -> then select the member you want to edit. Click on the three dots and click "Edit"

Once you are done editing, be sure to hit the "Save" button to save changes. 

The member profile has the following fields. Several of these fields can pull into the session notes as "imported fields". Imported fields will pull the information from the member's profile into the session note automatically. To add these fields into a note template, please refer to this article: Adding Learner, Member, and Organization Profile Information into a Note Template

Current member profile fields include: 

Note: Fields that can be added to note templates are bolded

• Name fields - Include preferred, prefix, first, middle, last, and suffix lines
• Job Title 
• Member Type - staff, caregiver, etc.
• Date of birth 
• Member Id
• Member Id Secondary
• Email 
• Phone (mobile)
• Phone (work) 
• Credentials 
• NPI
• CAQH
• Certification Number
• License Number 
• Address
• Credentialed Payors

Created: 8/5/23