Care team

Who treated the patient. This comes before 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

Care team is required. Add at least 1 care team member, and make one of them the Primary Provider. Services cannot be priced without a care team.

Pharmacy or Vision claim. Pharmacy and Vision requests follow their own care team rule.

Care team

#	Practitioner Name	Practitioner License Number	Role	Specialty
1	Dr. Tariq Al-MutairiResponsible party	PR-1004577	Primary Provider	Cardiology	Remove

Care team

No care team members yet

Add the practitioner who treated the patient. Each service line picks its care team member from this list.

Find in the hospital system

Search by

Find in the hospital system

Search by license number or name. Picking a practitioner fills the fields below from the source.

Practitioner	License number	Specialty	Reference id
Dr. Tariq Al-Mutairi	PR-1004577	Cardiology	HIS-P-2210	Selected
Dr. Huda Al-Qahtani	PR-1007712	Cardiology	HIS-P-2231	Use this practitioner
Dr. Omar Al-Dosari	PR-1003390	Internal medicine	HIS-P-2187	Use this practitioner

Add care team member

Hospital information systemReference id HIS-P-2210

Refresh from source

The portal keeps only a reference to this record. Nothing is copied here.

Practitioner License Number

From the hospital system.

Practitioner Name

From the hospital system.

Role

The main treating provider. At least 1 member must be the Primary Provider.

Specialty

From the hospital system.

Responsible party for this claim

Add care team member

Practitioner License Number

License number of the practitioner.

Practitioner Name

Full name of the practitioner.

Role

The main treating provider. At least 1 member must be the Primary Provider.

Specialty

Responsible party for this claim

Add care team member

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