ServiceXG Basics

Update a member's address

There are two ways to change a member's address.

• Update the member's information in the

OR

• Add a new or updated address, or add a future address in the Address History.

Update a member’s address on the demographics tab

1. Search for and open the member to update.

2. On the Member menu, click Member Information and then click the Demographics tab.

   

   Mailing Address field descriptions

   * indicates a required field

   Field

   Description

   Mailing Address

   The address where the individual's mail is delivered. The mailing address will also display on the Contact data tile An area available on a session navigation pane that contains key information related to the session (e.g. provider, member, claim, information).. Country*— Select the country from the list. Invalid Address—Check box indicating the address isn't valid. Other Address Fields— Enter the remaining address information as appropriate. Use the address format required by your office. (Your office's standard might be to abbreviate the state rather than spell it out). The labels will change to Address 1, Address 2, and Address 3 for all countries except USA. If you only enter two of the three address lines, the address is stored in the 2nd and 3rd boxes (Street Address/P.O. Box and City, State, Zip). For example, if you enter information in the Apartment and the City, State, and Zip boxes, the information from the Apartment box is moved to the Street Address box. Physical Address same as Mailing Address—Check box indicating the mailing and physical addresses are the same.

3. Edit the information in the Mailing Address or Physical Address areas. A member could have both a physical and mailing address.

   • An example of two addresses might be a member who has a post office box as a mailing address and an apartment as a physical address.

4. Click to apply your changes.

5. The address change is tracked in the Address History tab with an effective date of today.

   

   • The most recently saved address becomes the Current address in the address history table.

Address History

The Address History tab tracks all addresses and address changes for the member. The addresses show in descending date order and the current address shows with a in the Current column.

You can add new or changed addresses or add an address with a future effective date, which is useful for members that change residences for the winter, members who report they are moving on a particular date, etc.

1. Search for and open the member to update.

2. On the Member menu, click Member Information and then click the Address History tab.

   

   Address History field descriptions

   The information within the table is read only, unless is used to add an address.

   Field	Description
   Apartment, Suite, Floor, etc.	First line of the member's address.
   Street Address or P.O. Box	Second line of the member's address.
   City, State, Zip	Third line of the member's address.
   Country	The country associated with the member's address.
   Effective Date	The date the member's address is effective. This date can be in the future. Examples for using this date could include: a member with a future move date, members with seasonal residences, or a pensioner who will designate an alternate for disbursements on a defined date.
   Current	A indicates the member's current address.
   Action Date/Time	The date and time when the address was entered, modified, or deleted.
   Operator	Name or ID of the person who entered, modified, or deleted an address.
   Invalid	Identifies an address that isn't correct or shouldn't be used. This is a read-only value that can't be updated. Important: There is one exception: If a member's future address has been used in a check run (the issue date of the check is after the effective date of that address) you can select Invalid to indicate that the address should not become current on the effective date. Since the address has been "used", it needs to be tracked as part of the member's address history and can't be deleted.

   • If the member has a physical and a mailing address, the address history displays for both.

     Note: To make an address from the Address History tab the new current physical address, clear the Physical Address same as Mailing Address check box on the Demographics tab or delete the Mailing Address if it was added within the same day.

Add a new or updated address, or add a future address

1. Choose one of the following:
   • Click to add a new or updated address.
   • Select an address row and click to copy the address to a new row and edit it.

2. Enter or update the address information in the table row.

3. The effective date becomes today's date. To make this date a day in the future, change the date. Click and select a date or enter a date in MM/DD/YYYY format.

4. Click to apply your changes.

   • If the address is current, it will display a in the Current column.

   • If the address has a future effective date, it will display at the top of the table since the table is sorted by date.

     Note: If you noticed you made an error, you can select the address row and click , but you can only do this on the day you make the update. You cannot delete the address once it becomes history.

SEE ALSO