Patients

Patients represent individual people who hold insurance policies. Each Patient has an “External ID” field, which should map to a user in your system.

It’s possible for a Patient to have multiple active policies, and historical, inactive policies.

All Policies associated with a Patient are called “Patient Policies”. This list will grow indefinitely, as their insurance changes and these Policies expire, they will remain in the system attached to historical Services.

The preference-ordered list of active Policies is considered the “Patient Insurance”.