Adding New Members

Discover valuable tips for effectively adding new members- what each field in the Member Profile means and which are mandatory to Add a Member.

Written by Ishanya Anthapur

Updated at May 8th, 2025

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Table of Contents

Steps to Add a Member: Navigate to the Members page. Click the “Add Member” button. 👤 Section 1: Name and Address 📞 Section 2: Contact Information 🚨 Section 3: Emergency and Lockbox 📋 Section 4: Personal Info 🔊 Section 5: Alexa Smart Properties 📝 Section 6: Notes

Adding a new member to Zemplee is quick and straightforward. Follow the steps below:

Steps to Add a Member:

Navigate to the Members page.

Click the “Add Member” button.

Filling out the A Member's Profile

It's hard to know what is required or not → please look at the tables below which will document what fields are required to add a member and which are not. If you miss any of the required fields, the form will let you know by boxing them in red when you click “Save.”

🔑 Summary

✅ Fill out all red-boxed required fields
🟡 Optional fields help enhance care coordination
📞 Only one phone number is required — doesn’t have to be mobile
🔒 Pass Phrase and Lockbox Code are for safety and voice tech features

👤 Section 1: Name and Address

These help us identify the member and their location.

Field	Is It Required?	What to Enter
First Name*	Yes	Member’s first name
Last Name*	Yes	Member’s last name
Unit Name	Optional	A room or unit ID — this is helpful for care teams but not required
Building Name	Optional	If applicable
Use Organization Address	Optional	Toggle ON if the member lives at the organization’s main address (it will auto-fill the address fields)
Address 1*	Yes	Street address
Address 2	Optional	Apartment or suite number
City*	Yes	City of residence
State*	Yes	Use the dropdown to select a state
Zip Code*	Yes	Member’s zip/postal code
Time Zone*	Yes	Use dropdown to select time zone for alerts & logs

📞 Section 2: Contact Information

This section lets us contact the member or notify them via alerts.

Field	Is It Required?	Notes
Country Code*	Yes	Choose from the dropdown (e.g., +1 for USA)
Primary Phone*	Yes	Can be a landline or mobile — only one phone is required
Receive Notifications	Optional	Check this only if the primary phone is a mobile and you want alerts sent there
Secondary Phone	Optional	Can also receive alerts if set as mobile and checkbox is ticked
Email	Required	Email for login or notifications
Cellular (Yes/No)	Required	Indicates whether the phone number is a mobile line

🚨 Section 3: Emergency and Lockbox

Helpful for emergency responders and secure storage access.

Field	Is It Required?	Use
Emergency Services Number	Optional	EMS line or on-call backup
Lockbox Code	Optional	Code to open a lockbox or medical safe at the residence
Pass Phrase	Auto-generated	Used for voice-based Alexa features — no action needed from you

📋 Section 4: Personal Info

These help with risk assessment and health tracking.

Field	Is It Required?	Notes
DOB (Date of Birth)*	Yes	Use the calendar to select
Age	Auto-calculated	No need to enter manually
Height (ft)	Optional	Choose from dropdown
Weight (lbs)*	Yes	Used in health risk scoring
Gender	Optional	Male or Female selection

🔊 Section 5: Alexa Smart Properties

Enable if the member will be using Zemplee Alexa devices.

Field	Is It Required?	Use
Activate Member	Optional	Toggle on if they’ll use Alexa in their care plan

📝 Section 6: Notes

Optional text box where you can write anything additional about the member (allergies, preferences, care instructions, etc.).

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