Before You Begin
You must have admin permissions to access CRM Settings
Ensure you understand the difference between the two mapping directions
Verify that your Insurance Policy fields are using standard system fields (not custom fields)
Steps
Access VOB Insurance Policy Mapping Settings
Navigate to Settings → CRM Settings → Data Mapping → VOB Insurance Policy Mapping
Configure VOB/Instant VOB → Insurance Policy Mapping
In the "VOB/Instant VOB → Insurance Policy" section, set up field mappings to automatically update the Account's Insurance Policy with data from VOB results
Map the VOB/Instant VOB fields to the corresponding Insurance Policy fields you want to keep current
This mapping ensures that when a VOB or Instant VOB is run, the Insurance Policy is automatically updated with the latest information (not just Payer and Member ID)
Configure Insurance Policy → Full VOB Mapping
In the "Insurance Policy → Full VOB" section, map Insurance Policy fields to Full VOB fields
Select the Insurance Policy fields you want to carry over into the Full VOB fields
This mapping pre-populates Full VOB records with data from the Account's saved Insurance Policy when the Full VOB is created
Save Your Configuration
Save your mapping settings to activate the automatic data flow
Verification / Expected Result
After configuring both mapping directions:
VOB to Insurance Policy: Running an Instant VOB or VOB will automatically update the Account's Insurance Policy fields with the latest data from the VOB results
Insurance Policy to Full VOB: Creating a new Full VOB will pre-populate fields with existing data from the Account's saved Insurance Policy
Troubleshooting / Common Errors
Mapping not working: Verify that your Insurance Policy fields use standard system fields rather than custom text fields. Custom fields will break the mapping functionality.
Partial data transfer: Ensure all required field mappings are configured in the appropriate section (VOB → Insurance Policy vs. Insurance Policy → VOB).
Related Resources
FAQ: Mapping Financial Information to Insurance Information (CRM)
Troubleshooting VOB and Insurance Integrations (CRM)
Understanding Empty Financial Fields in VOB Responses Despite Active Coverage (CRM)