Alphanumeric-Only Validation for Insurance Policy Numbers

Insurance / Insured Party Policy Number

Insurance > Insured Party > Policy Number

Patient Policy Number

Patient > Policy Number

Patient Secondary Policy Number

Patient > Secondary Policy Number

Policy Number fields now accept alphanumeric characters only (A–Z, a–z, and 0–9).
Spaces and special characters are no longer permitted.
The restriction applies to the following fields:
- Insurance / Insured Party > Policy Number
- Patient > Policy Number
- Patient > Secondary Policy Number
  - Validation applies to both manually typed and pasted information.
  - Unsupported characters are removed when users edit existing Policy Number values.
  - Existing records containing spaces or special characters remain unchanged until the applicable field is edited.
  - The enhancement aligns Policy Number input with the alphanumeric formatting requirements for EDI Loop 2100C Segment NM109 and Loop 2010BA Segment NM109.

Navigate to the applicable Insurance / Insured Party or Patient screen.
Locate the Policy Number or Secondary Policy Number field.
Enter or paste the insurance policy number.
CureMD restricts the field to alphanumeric characters, preventing spaces and special characters from being retained.
If an existing Policy Number contains unsupported characters, editing the field removes those characters.
Save the record with the validated Policy Number.

Benefits

Improves consistency of insurance policy information across Patient and Insurance workflows.
Helps align Policy Number data entry with EDI formatting requirements.
Reduces downstream EDI validation failures caused by spaces and unsupported special characters.
Applies consistent validation to both typed and pasted values.
Preserves existing insurance records until their Policy Number fields are intentionally edited.
Reduces manual correction of improperly formatted policy numbers.