New Plan Type Field in Patient Insurance Demographics
Configure Patient Insurance Plan Type
Patient > Demographics > Insurance > Plan Type
Update Existing Insurance Plan Type
Patient > Demographics > Insurance > Select Insurance > Plan Type > Save
What’s New
- Added a new Plan Type dropdown under Patient > Demographics > Insurance. • Users can select and maintain the plan type associated with a patient’s insurance coverage. • The dropdown provides a predefined list of insurance plan categories.
- Supported plan categories include:
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- Commercial and managed care plans
- Medicare and Medicaid plans
- Government-sponsored health plans
- High-deductible and account-based plans
- Supplemental and specialized insurance plans
- Only one Plan Type can be selected for each patient insurance record.
- Users can update the selected Plan Type when the patient’s insurance coverage changes.
- The selected Plan Type is stored as structured information within the patient’s insurance record.
- No additional configuration is required to enable the field.
How It Works
- Open the patient’s profile in CureMD.
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Navigate to Patient > Demographics > Insurance.
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Open the applicable patient insurance record.
- Locate the new Plan Type dropdown.
- Select the appropriate plan category from the predefined list.
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Save the insurance information to retain the selected Plan Type.
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When the patient’s insurance coverage changes, return to the Insurance section to review and update the Plan Type as needed.
Benefits
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Provides a dedicated field for capturing insurance plan types within Patient Demographics.
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Allows front-desk, eligibility, and billing teams to identify plan categories directly from the patient’s insurance record.
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Reduces the need to repeatedly review payer documentation or eligibility responses to determine plan type.
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Standardizes plan identification through a predefined selection list.
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Improves consistency of insurance information across patient records.
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Establishes structured data that can support future plan-level reporting, eligibility analysis, and billing automation.
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Helps practices maintain accurate insurance plan classifications as patient coverage changes.
