Editing a Recipient Profile

When you need to make changes to a Recipient's personal information, you will need to edit the  Recipient’s profile. 

PLEASE NOTE: the identifiers section, including the (Recipient) Medicaid ID, cannot be edited by a provider. 

1. Start by selecting Recipients to open the drop-down menu, then select Recipient Management. 

                                                         

2. Select the Recipient by clicking on the name or, if multiple programs, click on the status of the Recipient’s program to view the Recipient’s profile. Do not select the plus sign to open the profile.

    

3. On the Recipient Personal tab, select the pencil icon (), the three dots (), or the Add Contact to make edits. 

   Note: Providers cannot edit the details in the Identifiers section.    
   

4. Edit the information and save the changes by selecting Save or Save Changes depending on the section. 

   

5.  When editing an Address or Phone Number, select the three dots (), then select Edit.  

                

6.       Update the information and select Save.