Symptom/Error
When updating the primary insurance company while creating a new full VOB:
The insurance company name updates successfully in the patient's insurance policy table
The payer code retains the old value and doesn't update immediately
Incorrect payer code information gets sent to EMR systems (like Kipu)
The payer code may eventually update automatically after approximately 24 hours
📸 Screenshot placeholder: Patient insurance table showing updated insurance name but old payer code
Cause
This issue was caused by a workflow logic problem in the VOB module. The system was updating the primary insurance company name but failing to update the corresponding payer code at the same time, creating a data mismatch.
Solution
This issue has been resolved by the Dazos development team. The fix ensures that when you change the primary insurance company during VOB submission, the payer code updates immediately to match the new provider.
To verify the fix is working:
Submit an instant VOB with a specific insurance provider
Create a new full VOB for the same patient
Change the primary insurance company to a different provider
Complete the remaining mandatory fields and save the full VOB
Navigate to the patient's insurance policy table
Verify both the insurance company name and payer code have updated correctly
📸 Screenshot placeholder: Patient insurance table showing updated insurance name, but the right payer code
When to Contact Support
If you continue experiencing this issue after the fix has been implemented, please contact Dazos support with:
Patient name and intake record link
Screenshots showing the insurance table with mismatched information
Details about which insurance companies you changed from and to
Related Resources
VOB submission guides
EMR integration documentation
Insurance management workflows