KamoCRM

The front desk can open, register, correct and insure a patient

Featurekamo-internal
Shipped
October 24, 2026 at 6:09 PM UTC
Author
Kamo
Commit
dd7b085

- Chart page: a front-desk view (Summary, Insurance, Appointments, Messages) for members with a registration/scheduling/billing right and no care relationship, with a plain note that clinical details are the care team's; the clinical summary is only requested for the full chart. - Registration: contact phones, e-mail, address, emergency contacts, language/interpreter, preferred contact, PCP, pharmacy, birth sex, gender identity, validated; MRN assigned when blank; duplicate candidates shown by name, birth date and MRN; stale checks discarded; FHIR gender codes. - Corrections edit every field, clear optional ones, and save in place with a visible Saved. - Search by full name, DOB alone or phone; DOB shown formatted; ages through ICU messages. - Insurance: add/edit/end policies, record manual eligibility checks (no electronic check is implied), check history, prior authorizations; readable relationship and claim status labels. - Messages: add a contact point; numbers/e-mails through PhoneNumber/EmailAddress. - Portal: invite pre-filled with the e-mail on file, server message shown, guardian/proxy grant and revoke. - Break-glass: errors shown in the dialog and the 10-character minimum explained with a count.

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