The Medical tab stores doctors, prescriptions, and health conditions used while comparing plans. Confirm the list with the member on the call.
Open Medical
Open a record from Members and select theMedical tab.
Add current care
Add each provider, medication, and relevant condition. Use the search result that matches the member's actual doctor or prescription.
Use it during plan review
Start Create Quote. QualityQuotes shows provider, formulary, and disease management context where data is available.