Enforcing Insurance Selection in Case Review

What’s New

• Added a new checkbox setting: Case Require Insurance Selection.

• Introduced validation logic for insurance selection during Case Review save.

• Added an error message when insurance selection is required but not provided:

  • “Insurance selection is required to proceed with case.”
    – Added warning behavior when insurance selection is optional and not selected.
    – Added a required field indicator (*) on the Primary Insurance field when the setting is enabled.
    – Added audit trail tracking for changes made to the Case Require Insurance Selection setting.
    – Added visibility controls to hide the setting for practices configured as Single Open.

How It Works 

• Configuration Setup:

1. Navigate to Settings > EHR > Case Review Settings.
2. Locate the Case Require Insurance Selection checkbox.
3. Enable or disable the setting based on practice requirements.
4. Save the configuration.

 

• Case Review Behavior:
• • When the Setting is Enabled:

1. Open a patient’s Case Review.
2. Attempt to save the Case Review without selecting a Primary Insurance.
3. The system displays the following error message: “Insurance selection is required to proceed with case.”
4. The save action is blocked until a valid Primary Insurance is selected.
5. A colored asterisk (*) is displayed next to the Primary Insurance field indicating that it is required.

• • When the Setting is Disabled:

1. Open a patient’s Case Review.
2. Attempt to save the Case Review without selecting a Primary Insurance.
3. The system displays a warning message.
4. Users may acknowledge the warning and continue.
5. The Case Review is saved successfully without insurance selection.
6. No required field indicator is displayed.

 

• Additional Behavior:
  • Validation applies only to the Primary Insurance dropdown.
  • No tooltip is displayed on the insurance field.
  • For practices configured as Single Open:
• • Case Review functionality is unavailable.
  • The Case Require Insurance Selection setting is hidden from the user interface.
  • Configuration changes are recorded in: Audit Trail → Settings → EHR

Benefits

• Prevents saving incomplete Case Reviews when insurance selection is required.

• Supports different practice workflows by allowing insurance selection to be mandatory or optional.

• Improves documentation completeness and compliance.

• Provides a clear visual indicator when insurance information is required.

• Reduces the likelihood of missing insurance information during Case Review processing.

• Maintains accountability through existing EHR settings audit trail tracking.