Summary Improve insurance data management by synchronizing information across different sections and correcting field labels. Current Issues ## 1. Lack of Data Synchronization ### Problem: Insurance information is currently collected in two separate locations: Profile Info → ID Cards → Add Insurance Care Team → Add a Care Team Member -> Add Insurance These two sections operate independently, requiring duplicate data entry and creating potential for inconsistencies. ### Impact: Increased administrative burden Risk of conflicting insurance information Poor user experience due to redundant data entry ## 2. Incorrect Field Labels ### Problem: In Care Team → Insurance, the fields labeled "Primary Carrier First Name" and "Primary Carrier Last Name" appear to be incorrectly named for their intended purpose. ### Impact: User confusion about what information to enter Potential data quality issues ## Proposed Solutions ### 1. Insurance Data Synchronization A. Link insurance information between Profile Info and Care Team sections B. Auto-populate insurance details when entered in either location C. Real-time sync any updates across both sections D. Leverage existing EHR data to pre-fill insurance information where available ### 2. Field Label Correction A. Review and correct the "Primary Carrier First Name" and "Primary Carrier Last Name" field labels in Care Team → Add a Care Team Member -> Add Insurance B. Ensure field labels accurately reflect the intended data to be collected C. Provide clear field descriptions or tooltips if additional context is needed ## Expected Benefits Reduced data entry time and effort Improved data consistency and accuracy Better user experience for healthcare staff More reliable insurance information for patient care
