View or add notes to member's information

1. Select Processes.

2. Next, select Member Management.

3. Select Start.

4. Enter member's Social Security number in the SSN field and select Search.

5. After the member's information appears, select Go to Determine Member Eligibility.

6. The Employer Notes tab will display if the member is currently employed with your organization. Select the Employer Notes tab.

ERA Determine Postion Eligibility screen with arrow pointing to the Employer Notes tab.

7. Type in the text box, then select Add Notes. The note will be added to the list of notes under Employer Notes.

ERA Employer Notes tab and arrows pointing to the New Note field and Add Note button.

8. To review a note, select at the end of the row.

ERA Employer Notes group with arrow pointing to the magnifying glass icon.