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Select Coverage

Use the Select Coverage screen to choose an existing insurance policy and set it as the active policy for the patient.


This screen includes:

  • A modal header with the title Select your coverage and a close control.
  • A search input that filters insurance providers in real time.
  • A scrollable list of coverage providers with logos and names.
  • A vertical scroll indicator for navigating long provider lists.
  • A selectable list layout for choosing a provider.
  • A fallback section for users who cannot find their coverage.
  • Informational text that explains the private user option and reimbursement possibility.
  • A primary action button labeled Continue as private user.

Entry Points​

The SDK presents the Select Coverage screen from the following flows:

Starting PointTriggerScreen BehaviorScreenshot
HomeUser selects the Policy field.The policy selection screen opens.
Account > My coverageUser selects an existing policy.The policy selection screen opens.

Workflow​

  1. Open the Policy field from the Home screen.
  2. The platform returns the list of available coverage providers for the authenticated patient.
  3. Display the list of coverage providers.
  4. Select a coverage provider.
  5. Submit the selection.
  6. The platform validates the selected policy.
  7. If validation succeeds, the platform sets the selected policy as active.
  8. The app updates coverage-dependent UI based on the active policy.

Validations​

These rules define policy eligibility and selection constraints enforced by the platform.

ConditionApp behaviorSDK output
No policy selected.Disable confirmation action.No request is sent.
Selected policy is expired or not yet active.Display disabled option.Policy returned with inactive state.
Policy is not eligible for the current flow.Display disabled option.Policy flagged as ineligible in response.
No matching provider found.Display fallback section.Empty result set returned.
Screen opened from restricted flow.Hide private option.Configuration flag returned by platform.

Actions​

These actions define behavior during policy selection.

ConditionApp behaviorSDK output
Screen loads.Display loading state.Request coverage list from platform.
Policies returned.Render list with state indicators (active, future, expired).Coverage list response.
User selects a policy.Mark selection in UI.No request sent until confirmation.
User confirms selection.Submit selection request.POST request to set active policy.
Selection succeeds.Update UI to reflect active policy.Response with updated policy context.
User selects private option.Switch UI to private-pay mode.Request updates session context.

Endpoint Resources​

Select Coverage​

PUT 

v3/coverage

Displays coverage selection screen.

Select Policy​

POST 

v3/coverage/select

Changes patient's current policy to selected one.