Patient plan data retention during navigation in insurance workflow

Patient>>Billing>>Patient Payment>>Add/Edit Patient Plan 

What’s New?  

With this enhancement in the CureMD application, the Patient Insurance Plan form now retains previously entered data when navigating back from the final consent page. This means users can return to earlier steps, make targeted edits, and proceed—without re-entering unchanged information.

How This Benefits You

Streamlined Workflow – Enables quick edits to specific fields without the frustration of re-entering all previously saved data.

Improved Data Consistency – Minimizes the risk of omissions or discrepancies during updates by preserving original inputs.

Enhanced User Experience – Reduces time spent on repetitive data entry, especially in multi-step forms, making the insurance plan workflow more efficient.

When users begin the Add or Edit workflow for a patient’s insurance plan, all data entered throughout the steps is now retained even if they navigate back from the final consent page. Whether updating coverage types, group numbers, or policy details, users can now make precise changes without starting over.

This enhancement ensures smoother plan management and improves both accuracy and productivity across insurance workflows.