To access the member management options, navigate to the admin portal and select the Members page, then, click on the Members List located on the left rail. Search for the desired member, and, click on the Hamburger icon on the right end of the member row to access the management options.
The members management tool offers a variety of options to manage member accounts:
- Edit Patient account: change member's name/DOB/etc.
- Email: send an email to the member's registered email
- Send Welcome Message: this would send a default welcoming message to the member
- Assign Clinician: assign clinician to the member
- Re-Assign Clinician: reassign member to another clinician
- Hold Account: temporarily pause a member's account
- Discharge Patient: remove the member from the all.health system