Dazos Lightning Step EMR Integration: Current Mapping Behavior for Payor & Demographic Information
Overview
Currently, Lightning Step does not automatically update many fields in the Demographic and Payor Information sections, even when the data exists in the system. In several cases, manual intervention or field toggling is required to trigger proper data population. This article details these behaviors and provides workarounds where available.
1. Payor Information – Primary Subscriber Mapping
Expected Behavior
Upon selecting the Client Relationship to Primary Subscriber, relevant fields from the subscriber’s profile should populate automatically.
Observed Behavior
Initially, no data is displayed until a relationship (e.g.,
Self,Spouse) is selected.After selection, the following fields populate:
Name
Date of Birth (DOB)
Gender
However, the following fields do not populate initially:
Home Number
Mobile Number
Address
City
State
Zip Code
Country
Workaround
Toggle the Client Relationship to Primary Subscriber to a different value (e.g., Spouse), then toggle it back to the correct one (e.g., Self). This action triggers the remaining data fields to populate properly.
Notable Detail
Gender does not appear in the client's Demographics section, but it does appear under the Primary Subscriber section once the relationship is set.
2. Payor Information – Demographic Information Mapping
Observed Behavior
No demographic information populates in the Payor Information section until the client’s Demographics are manually updated.
3. Client Demographic Information – Birth Gender Visibility
Observed Behavior
The Birth Gender field is not surfaced directly in the Demographics view. However, when accessing the Demographic or Personal Information Form (PIF) using the "eye" icon, the data is visible—confirming it exists in the system but is not mapped or displayed in the standard UI.
Summary Table
Section | Issue | Workaround |
Primary Subscriber (Payor Info) | Contact and location data not pulling initially | Toggle relationship from one value back to correct |
Gender Mapping | Not visible under Demographics UI | Check under Primary Subscriber |
Payor-Demographic Sync | Demographics do not sync to Payor Info directly | Manually update Demographics |
Birth Gender | Not shown in standard Demographics UI | Confirm presence via PIF |