Insurance Call Assist

Not saved yet

Participant —
Call Timer 00:00
Date & Time — —
Insurance Change Completed
Mailing Address *
📍
Doctor / PCP of record — all optional. 👤 picks a saved PCP (or saves the one typed here):
PCP Name
👤
PCP Address
Does the participant want to change their mailing address?
Does the participant want to change their Doctor/PCP?
Does the participant currently have another health insurance?
Does the participant currently have any active referrals/medical authorizations?
Has the participant received any medical care this month?Doctor visits, labs, X-rays or imaging, urgent care, a procedure, or a hospital or ER visit
Is the participant currently pregnant or have they recently given birth?
Tick as the representative confirms each item:

Call Summary


    

      
      
      
      
    

  







  

    
Delete this participant?

    
This permanently removes this participant’s saved record from this device — details, answers, checklists, timer, and notes. Export a CSV or JSON backup first if you need a copy. This cannot be undone.

    

      
      
    

  







  

    
Erase ALL data on this device?

    
This deletes every participant plus any custom facilities and saved PCPs from this browser, returning the app to a fresh install (the built-in presets come back). Save a Backup (JSON) first if you might need any of it. This cannot be undone.

    

      
      
    

  







  

    
    

    

    
Tap anywhere else to close

  







  

    
Participants

    

    

      
      
      
      
      
      
      
    

    
Call Summary opens the current participant's full write-up, with Copy / Save as Text / Print — it replaced the old Section 5. CSV opens in Excel: one row per participant, with timestamps. The JSON backup restores everything (participants, facilities, PCPs, quick replies) on any device. Both are plain local file downloads; nothing is uploaded. Delete a single participant with the 🗑 on their row above.

    
  







  

    
Settings

    

      
      
      
    


    

      
Preset addresses offered by every 📍 button — and listed in the hidden Section 0, where tapping one shows its address large.