How do I add a new Member?
Instructions on how to add a new monitored member.
Written by Aparna Pujar
Updated at May 8th, 2025
Table of Contents
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
Please read our comprehensive guide to all the fields on the Member Profile here
Read more about filling out a member's Health and Demographics (which is done after the member has been added)
