Insurance Fixed Texts

1. What does this feature do? (High-Level Overview)

This feature lets an insurance administrator define fixed text blocks for a specific insurance so reusable insurance-specific wording can be applied consistently in the current BIP PDF flow. It helps standardize payer-oriented language without requiring staff to rewrite the same content every time they prepare a BIP document.

2. Who is this for? (Roles & Permissions)

• Superadmin: Can access and manage these fixed texts when working in the insurance administration flow.
• Admin: Can access and manage these fixed texts when they have permission to manage insurances.
• Owner: Can access and manage these fixed texts when they have permission to manage insurances.
• Manager: Can access and manage these fixed texts when they have permission to manage insurances.
• RBT/Analyst: Does not manage this setup as part of normal clinical documentation work.

Required permission:

• manage_insurances: Required to reach the current Insurance area where these texts are configured.

3. Business Rules & Enforcements

• Rule 1: Fixed texts are saved per insurance. Each insurance can have its own wording.
• Rule 2: The current configuration contains three separate text areas: Replacement Goals fixed text, RBT Training fixed text, and Autism Core Deficit Justification Statement.
• Rule 3: Each of those text areas can be enabled or disabled independently.
• Rule 4: Backend exposes this feature as an insurance-level configuration plus a resolver by insurance ID. It is not described in the backend as a universal product-wide rule engine.
• Rule 5: If a text area is disabled, that text is treated as inactive content and is ignored by the current BIP PDF consumer flow.
• Rule 6: If a text area is enabled but has no usable content, the current BIP PDF consumer flow treats it as if there were nothing meaningful to print.
• Rule 7: In the current product flow, each insurance keeps a single fixed-text configuration record that contains all three text areas together.
• Rule 8: Saving a new configuration for an insurance updates that insurance’s current wording instead of creating multiple active versions for the same insurance.
• Rule 9: There is no version history, archive, or soft-delete model for previous configurations.
• Rule 10: The resolver uses a single insurance ID. There is no current fallback to name matching, aliases, defaults, or primary-versus-secondary insurance logic.
• Rule 11: In the current frontend BIP PDF flow, the Replacement Goals fixed text is used as a leading note for the Replacement Goals section when it is enabled and has content.
• Rule 12: In the current frontend BIP PDF flow, the RBT Training fixed text is used in the Monitoring and Evaluating the Effectiveness of the Plan / Treatment Fidelity section when it is enabled and has content.
• Rule 13: In the current frontend BIP PDF flow, the Autism Core Deficit Justification Statement is used as supporting justification in goal-related output when it is enabled and has content.
• Rule 14: Preview lets the user review the current text before saving or from the existing configuration list.
• Rule 15: Deleting the configuration removes those fixed texts from future resolver calls and from future outputs that depend on resolving them for that insurance.

4. UI Placement

1. Sidebar > Insurance: Open the Insurance area.
2. Insurance List: Open the insurance you want to configure in edit mode.
3. Insurance Edit: Select the tab Fixed Texts.
4. Fixed Texts card: Review the current configuration or create a new one.

5. How-To Guide (Step-by-Step)

Scenario A: Create a fixed text configuration for an insurance

1. Navigate to Insurance from the main menu.
2. Open the insurance record you want to manage.
3. Select the Fixed Texts tab.
4. Click New configuration.
5. Decide which of the three text blocks should be active.
6. Enter the wording for each enabled section.
7. Use Preview if you want to review the content before saving.
8. Click Save. The configuration is now available for future BIP PDF generation for that insurance.

Scenario B: Update the wording for an existing insurance

1. Open the insurance record and go to Fixed Texts.
2. Review the current row of statuses to see which text blocks are enabled or disabled.
3. Click Edit.
4. Change the toggles, wording, or both.
5. Use Preview if needed.
6. Click Save.
7. The insurance keeps the updated wording for future BIP PDF output.

Scenario C: Remove a fixed text configuration

1. Open the insurance record and go to Fixed Texts.
2. Find the configuration row.
3. Click Delete.
4. Review the confirmation message.
5. Confirm the deletion.
6. Future BIP PDFs for that insurance will no longer use those saved fixed texts unless a new configuration is created later.

6. What happens if…? (Edge Cases / FAQ)

• Q: What happens if an insurance has no fixed text configuration?
  • A: Backend returns no insurance-specific fixed text for that insurance, so the current BIP PDF flow continues without those text blocks.
• Q: What happens if only one or two text areas are enabled?
  • A: Only the enabled areas with usable content are applied. The others are ignored.
• Q: What happens if a text is enabled but left blank?
  • A: If the content is missing or effectively unusable, the current BIP PDF flow does not print that text block. Whitespace-only handling depends on the consumer flow, not on backend normalization alone.
• Q: What happens if the user wants to review the text before saving?
  • A: The user can use Preview to see how that text block currently reads.
• Q: What happens if the user saves a new configuration for an insurance that already has one?
  • A: In current product behavior, the insurance keeps one current configuration, so the saved content becomes the current wording for that insurance.
• Q: What happens after the configuration is deleted?
  • A: Future resolver calls stop returning those texts for that insurance, so future outputs that depend on that resolver stop using them.
• Q: Is there any fallback to another insurance match if this insurance has no configuration?
  • A: No. The current backend resolver uses a single insurance ID and returns no insurance-specific fixed text when no configuration exists for that insurance.
• Q: Does deleting or changing the configuration affect PDFs that were already generated?
  • A: No. It only affects future outputs that resolve the insurance texts again.