Create Policies
Authorizations
Bearer authentication header of the form Bearer <token>, where <token> is your auth token.
Path Parameters
Body
- PolicyCreateRequestBasic · object
- PolicyCreateRequestBasic · object[]
Request model for creating a new insurance policy. Address fields are for the insurance carrier.
Patient's date of birth
Patient's first name
70Patient's last name
70Carrier street address
200Insurance carrier identifier
Name of the insurance carrier
200Carrier city
50Copay amount
19^-?\d{1,8}(\.\d{1,10})?$|^$Carrier county code
10Deductible amount
19^-?\d{1,8}(\.\d{1,10})?$|^$Policy end date
Carrier phone extension
6Group identifier
50Insured person's street address
200Insured person's city
50Insured person's date of birth
Insured person's first name
200Insured person's identifier
50Insured person's last name
200Insured person's sex at birth
1Insured person's SSN
11Insured person's state code
2Insured person's ZIP code
10Medicare secondary code
5Member identifier
50Insurance payment program type
medicare_part_b, medicare_advantage, medicaid, commercial_hmsa, commercial_sfhp, commercial_other, workers_compensation Carrier phone number
20Insurance plan identifier
Name of the insurance plan
200Practice the policy belongs to. Must be one of the practices your API credentials are authorized for, or the request is rejected. If omitted, the first practice associated with your credentials is used. If your credentials are authorized for more than one practice, always specify this field explicitly — which practice is 'first' is not something you control and is not guaranteed to stay the same over time.
Policy rank (1=primary, 2=secondary, 3=tertiary)
Relationship of the patient to the insured person
self, child, spouse, other Policy start date
Carrier state code
2Current status of the policy
active, inactive Carrier suite/unit number
40For internal use only
For internal use only
100Carrier ZIP code
10Response
Successful Response
- PolicyResponse
- PoliciesResponse
2557070active, inactive 200Path to the back image of the insurance card
Indicates whether eligibility can be checked for this policy
2005019^-?\d{1,8}(\.\d{1,10})?$|^$1019^-?\d{1,8}(\.\d{1,10})?$|^$6Path to the front image of the insurance card
502005020050200111210550medicare_part_b, medicare_advantage, medicaid, commercial_hmsa, commercial_sfhp, commercial_other, workers_compensation 20200self, child, spouse, other 24010010