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Find and open a member record

Search for a member and open their Member 360 workspace — the single place to review their chart and start any care management action.

Before you start​

  • Any KareManager role can search for members and open the workspace.
  • In the left menu, go to Members → Member Search.

Steps​

  1. On the Member 360 page, type in the search box labeled "Search by patient name or MRN...". Results appear as you type.
  2. Review the results table — each row shows the member's name, MRN, age, and contact details.
  3. Click a row to open that member's workspace.
  4. Use the tab bar across the top of the workspace to move around the record. Tabs are grouped by section:
    • Overview — Face-Sheet, Demographics, Documentation Hub
    • Clinical Review — Problems, Medications, Allergies, Vital Signs, Labs, Immunizations, Documents
    • Visits — Encounters, Appointments, Episodes of Care
    • Care Management — Care Team, Tasks & To-Do, Clinical Flags, Advance Care Plan
    • Documentation — New Note, All Notes
    • Role Actions — the create actions your role is allowed to perform (for example SDOH Assessment, Care Plan Builder, Enroll in Disease Program)
  5. The Face-Sheet tab is the landing view — a tiled summary of the member's current problems, medications, vitals, and recent activity.

Tips / Troubleshooting​

  • You only see the tabs and Role Actions your assigned role allows. If a tab you expect is missing, check which role you picked at sign-in, or ask your administrator.
  • The Back button on any action page returns you to the member's Face-Sheet.
  • If search returns nothing, try fewer letters of the name, or search by MRN instead.