Care team

Who treats the patient. Add at least one member before you add services.

This screen answersUS-09 US-09b US-38 DS-8

Acceptance criteria

US-09 Care Team Submission Guard HIGHEST

As a claims submitter, I want the system to block progression when the Care Team step has zero members, so that I get a clear error immediately instead of a confusing empty picker later.

Professional/Institutional/Dental-Oral + 0 members + Continue → hard-block.
≥1 member → Services picker behaves as today.
Review with 0 members → Care Team card shows "Required, no data entered."
Pharmacy/Vision/Predetermination handled per their own rules (QA confirms Vision/Pharmacy).

US-09b Care Team Cascading Dead-End HIGH - SHIP WITH US-09

As a claims submitter, I want the per-service Care Team picker to guide me back to add a member when none exist, so that I'm not stuck in an unrecoverable dead-end.

Care Team empty → each Service line's Care Team picker disabled with "Add Care Team in Step 6 first."
≥1 member → pickers populate normally.

US-38 Wizard Navigability LOW

As a user filling long wizards, I want to save a draft and resume, plus jump between completed steps, so that I don't lose work on long forms.

Persistent step indicator with jump-to-completed-step.
Save-as-draft + resume across Eligibility, Pre-Auth, Claims.
No partial submission to NPHIES from a draft.

DS-8 Source badge, lookup and health on daily screens P1 ADDED BY SCOPE: DATA SOURCES

As a desk user, I need to find a patient, practitioner, service, payer or diagnosis from the hospital system while I work, and to know when it is not available, so I keep working.

Pickers offer Find in hospital system. Records from a source carry a source badge and a reference id, show source fields read only and offer Refresh from source.
When the source is down a banner says so. Last known data may be shown where allowed. Creating a request for that entity is blocked or allowed with manual entry, as the per entity fallback setting says.
Roles that can read Data sources see a source health indicator in the top bar and on Home.

Wireframe state

DefaultNo membersPharmacy visionFrom source

Different rule for this request type. Pharmacy and Vision requests follow their own care team rule.

Care team

Required, at least 1 member, one of them Primary Provider

#	Practitioner Name	Practitioner License Number	Role	Specialty	Responsible
1	Dr. Faisal Al Otaibi	10-04871	Primary Provider	Orthopedics	Yes	Remove
2	Dr. Huda Al Shehri	10-05526	Assistant	Orthopedics	No	Remove
3	Dr. Saleh Al Anazi	10-03310	Supervisor	Anesthesia	No	Remove

Care team is empty. Add at least one care team member with practitioner license and specialty before continuing. Professional, institutional and dental requests cannot be sent without one.

Care team

Required, at least 1 member, one of them Primary Provider

No members yet

Add the practitioners who will treat the patient. Services pick from this list.

Add care team member

Practitioner License Number

Required.

Practitioner Name

Full name of practitioner

Role

Specialty

ResponsibleResponsible party for this claim

Add care team member

Find in the hospital system

From Hospital information system

Search by

Search practitioners

Find in the hospital system

Practitioner	License number	Specialty
Dr. Khalid Al OtaibiOrthopedic surgeon	10-04871	Orthopedics	Selected
Dr. Huda Al ShehriAssistant surgeon	10-05526	Orthopedics	Select

Practitioner from the hospital system

From Hospital information systemReference HIS-PR-10-04871, Refreshed 05 Oct 2026, 08:00

Refresh from source

Practitioner License Number

Practitioner Name

Specialty

Role

ResponsibleResponsible party for this claim

RaneemHCP keeps the reference, not a second copy of the practitioner. Fields from the source are read-only. Change them in the hospital system.

Add care team member

BackDraft saved 2 minutes agoSave draft Continue

BackDraft saved 2 minutes agoSave draftContinue