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Manage members

Steps

  1. Go to Claims Management → Members.
  2. Filter by organization and Active / Inactive / All.
  3. Search by member name or reference code.
  4. Click a row to open the member detail (balance, dependents, claim history).
  5. Use Onboard (when permitted) to enroll new members.
Members list with search and status chips
Members list — active enrollments across organizations.