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Details tab

Updated on February 10, 2022

The details tab allows users to enter the primary care physician (PCP) information.

Pega Foundation for Healthcare

Users can search by the NPI or first name of the primary care physician and then select the PCP. The name and speciality of the PCP would be auto populated.

Field NameDescriptionMandatory
NPIThis fields allows user to choose a Primary Care physician NPI or Name.No
Effective DateEffective date is the member’s effective date in association with the PCP.Conditional
End DateEnd date is the member’s end date in association with the PCP.Conditional

The details tab also allows users to capture Medicare and Medicaid details about the member.

Field NameDescriptionMandatory
Medicaid NumberMember’s Medicaid number.Conditional
Medicare NumberMember’s Medicare beneficiary number. (MBI)Conditional
Eligibility / qualifying reasonIf user checks ‘Medicare’, system allows the users to capture the eligibility reason. Eligibility reason such as member’s turning to age 65 or End Stage Renal Disease (ESRD) can be captured here.Conditional
Qualifying dateMember’s Medicare qualifying date.Conditional
Medicare plan typeMedicare plan type (Part A, Part B, and so on.) No
Medicare NumberMember’s Medicare or HICN number.No
Effective datePlan type effective and end date.No

The details tab allows users to capture members bank account information.

Field NameDescriptionMandatory
Account typeMembers account type (for example. savings or checking)No
Bank nameMember’s bank name in association to the accountNo
Account holder nameMember’s name on the account No
Account numberMember’s account numberNo
Routing numberMember’s routing number on the account.No

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