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Policy and Group Numbers

< 1 min read

Patients · Patient Insurance

Policy and Group Numbers #

Policy, member, and group identifiers help match a patient to the correct insurance coverage. Enter them exactly as supplied by the payer or insurance card when applicable.

Before you begin #

  • Verify the correct patient and policy.
  • Use a current insurance card or another approved source.
  • Confirm which number is the member/policy identifier and which is the group identifier.

What to do #

  1. Open the patient’s insurance section.
  2. Review the selected payer and coverage level.
  3. Enter or correct the member/policy ID.
  4. Enter or correct the group number when the plan uses one.
  5. Save the patient record and recheck the values.
Phoenix insurance details screen used to review payer and coverage information

Verify before you finish #

  • No digits or letters were omitted or transposed.
  • The identifiers are attached to the correct payer.
  • The member/policy number was not placed in the group field or vice versa.

Important

Bad member identifiers are a common reason for eligibility or claim problems. Verify the number before changing other unrelated billing information.

Related information #

When the same information affects insurance, scheduling, or billing, review the patient’s current case and the related Phoenix Help articles before changing unrelated records.

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Updated on September 30, 2026
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