Member Search

This guide provides a simple approach to searching, managing, and updating member information. It outlines how to refine searches, view details, export results, and keep records accurate, helping administrators streamline member management efficiently.

16 steps

Bluecross

Click **"MEMBERS"** Select **"Member Search"**

Enter the required fields\*. To refine your search further, you can search by: - **ID Number** - **First Name** - **Last Name** ✅ Check the box if you want to include **cancelled members** or **future (not yet active) members** in the search. Click **"SEARCH"** to proceed.

1. Once the search results are generated, click on the **"ID" number** to view the member's information. 2. To download the search results, export them as a **CSV** or **Excel** document.

Member Details

The **Member Details** screen allows you to view member information and provides designated administrators with the ability to update member details. Easily navigate to specific sections using the **quick search heading menu**, or scroll through the page to find the information you need.

1. Plan Member Info

**Designated administrators** can update member details, including: - **Member Information** - **Address** - **Contact Information** - **Direct Deposit Information**

2. Salary and Occupation

**Designated administrators** can update member **Salary** and **Occupation** details. ***Tip***: For more details on a specific section, click the **white heading bar arrows** to expand or collapse the information.\*

Use this feature to **review** and **update** any changed member information. Indicate the **Effective Date** and press "**SAVE".**

A confirmation message will appear. *Member information is updated on real time to the Plan Administrator Portal and additional update Saskatchewan blue Cross instantaneously.*

3. Family Members

1. **Complete** the family member’s demographic information. 2. **Indicate the relationship** to the member (**Dependent or Spouse**). - If **Spouse**, enter the **marriage date** or **date of cohabitation** (*must be living common-law and publicly represented as such for at least 12 consecutive months*). - If **Dependent**, specify if they are an **incapacitated dependent** or a **student dependent** (*Student dependent: enrolled in full-time education at an accredited institution, unmarried, and under the age of 25*). 3. **Select the benefits** the family member is eligible for based on the terms of the policy.

The newly added **Family Member**, selected **information**, and **benefits** will be displayed. **Review for accuracy**. If an error is found, click the **blue pencil icon** to edit. Click **"+ ADD ANOTHER DEPENDENT"** to include more eligible family members on the policy Click **"SAVE"** to confirm and apply changes.

4. Benefits

**Select the Benefit Lines** and applicable **Benefit Classes** the family member is eligible to receive. If **benefit coverage needs to be waived** due to spousal coverage, choose the option from the **drop-down menu**.

**Carefully review** all selections before clicking **"SAVE AND CONTINUE."** **Note: ***Information entered on this screen and submitted **may impact the group bill.***

5. Beneficiaries

1. **Enter** the beneficiary’s legal **First and Last Name**. 2. **Indicate** the beneficiary’s **relationship** to the member. 3. **Input** the percentage of **Life Insurance proceeds** allocated to the beneficiary: - If **one** beneficiary is named, enter **100%**. - If **multiple** beneficiaries are named, the total allocation must **equal 100%** of the Life Insurance amount. 4. **Tick the checkbox** to designate the beneficiary as **Irrevocable** (if applicable). 5. Click to add **additional Beneficiary(ies).**

If a beneficiary is designated as **Irrevocable**, a **warning notice** will appear. Written consent from the **Irrevocable Beneficiary** is required to make any future changes to the beneficiary on the policy.

If the **Beneficiary is under the age of 18**, a **Trustee (18 or older)** must be named. **Enter** the Trustee’s **name, relationship to the Beneficiary, and telephone number**. Click **"SAVE AND CONTINUE"** to proceed.

Member Actions

The **Member Actions** feature is available to administrators with the *designated permissions.* It allows you to: - **Transfer a Member:** Move a member to a different group or plan, if applicable. - **Terminate a Member:** Use this option when a member has left employment. - **Request a Member Card:** - Email a copy of the card as a PDF or download and share. - Request a new physical ID card to be mailed to the member's address on record.