Insurance Information Synchronization and Field Corrections
R
Richard Hsu
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
A
Art Ramos
Great enhancements. Thanks for continuing to improve primary records for us.
Regards,
Art Ramos