Open Member Record

Updated on: 04/10/2026

Provider Type(s) for Which These Instructions ApplyProgram(s) for Which These Instructions Apply
All ProvidersAll Programs

This process will be followed by all Harmony users to navigate to a specific Member Record.

  1. Using the Quick Search area
    First box = Enter search criteria: Last Name of Member, Harmony Case Number, Medicaid ID, Etc. 
    Second box = Select “Members”
    Third Box = Select search criteria: Last Name, Case No, Medicaid ID, Etc. 
    Quick Search area showing three fields: search criteria text box, Members dropdown, and search type dropdown for Last Name, Case No, or Medicaid ID
  2. Select “GO”
    Quick Search area with GO button highlighted to execute the search
    Note: If only one record matches the search criteria, the Member record will automatically open to the Demographics Tab.
  3. If multiple results are returned, the user must select the appropriate Member record
    Search results showing multiple Member records to select from when more than one match is found
    Submit a content change request
    Report a mistake or suggest an edit