Display PCP Effective Dates at Header Level in Eligibility Screen

Insurance > Eligibility

What’s Newnew_symbol-1

  • Two new fields—PCP Effective From and PCP Effective To—now appear in the Eligibility header under the active PCP’s demographic details.
  • Header-level PCP effective dates are synchronized with the active PCP record from the Health Benefit Plan Coverage dataset.
  • The header automatically refreshes when new eligibility data is received or when PCP information is manually updated.
  • Only the currently active PCP’s date range is displayed.
  • No changes are made to backend eligibility retrieval; this enhancement is strictly a UI visibility improvement.

How It Works 

  • Navigate to Insurance > Eligibility.
  • The system identifies the active PCP from the eligibility response.
  • The system retrieves PCP Name, NPI, Location, and PCP Effective From/To.
  • All PCP details—including effective dates—display together in the header.
  • When eligibility is refreshed or PCP data is updated, the header auto-updates to reflect the latest active PCP information.
  • Users no longer need to scroll into the Health Benefit Plan Coverage section to confirm PCP validity dates.

Benefits

  • Displays PCP validity dates immediately, reducing verification time.

  • Improves efficiency for front-desk and billing teams working in high-volume environments.

  • Reduces risk of errors by ensuring outdated PCP assignments are not overlooked.

  • Improves usability by consolidating all critical PCP information into a single visible area.

  • Supports accurate claim submission and eligibility decisions through clearer visibility of active PCP details.

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