We have been meeting with the Third-Party Administrator for CYBHI, Carelon Behavioral Health, in order to make sure that the next round of updates all conform to their established imports and processes. We are starting development on additional features for this project, which will be released as soon as they pass testing.
Adding the ability to prompt and/or require parents to confirm their insurance information as part of Parent Data Confirmation.
Adding additional fields to hold Subscriber information to the Insurance table.
The fields to be added will be informed by the Insurance file requirements controlled by Carelon.
Insitituting a drop-down menu with pre-poulated medical insurance carriers for easier data population and management.
The list for Insurance type M (Medical will be pre-populated from the list provided by Carelon.
There will be an option for "Other" that will allow a different insurance carrier to be entered into a free-form field.
Other recognized carriers can be added by the district by utilizing the Update Code Table for this new field, for any of the Insurance Types
Temporarily removing the Copy/Paste function in the Admin portal until guardrails can be enacted to limit the pasting of insurance records to only those linked by the Family Key. The ability for parents to copy/paste in the portal is already restricted to students they are directly linked to. This extra protection is needed for HIPPA compliance.
This space will be updated as these features come online.
5/12/25 Update:
We have been meeting with the Third-Party Administrator for CYBHI, Carelon Behavioral Health, in order to make sure that the next round of updates all conform to their established imports and processes. We are starting development on additional features for this project, which will be released as soon as they pass testing.
Adding the ability to prompt and/or require parents to confirm their insurance information as part of Parent Data Confirmation.
Adding additional fields to hold Subscriber information to the Insurance table.
The fields to be added will be informed by the Insurance file requirements controlled by Carelon.
Insitituting a drop-down menu with pre-poulated medical insurance carriers for easier data population and management.
The list for Insurance type M (Medical will be pre-populated from the list provided by Carelon.
There will be an option for "Other" that will allow a different insurance carrier to be entered into a…
Hello, I wanted to let you know that the following work on this item was completed and it was released to customers on 5/27/2025. Here are the relevant revision notes:
o Portal Management > Portal Options > Parent Data Changing: An option has been added to Parent Data Confirmation page under the General Tab to allow Insurance Info to be included as a step in the Parent Data Confirmation setup.
o Parent Data Confirmation: Districts now have the option to allow/require parents to enter insurance information during the Parent Data Confirmation process.
Note: If parents are completing data confirmation using the mobile app, they must switch to the Full Portal view to access the new Insurance Information section. A mobile app update that will support this feature more fully is expected in early June.
AdminJenni Allen
(BA, Aeries Software)
Hello, I wanted to let you know that the following work on this item was completed and it was released to customers on 5/27/2025. Here are the relevant revision notes:
o Portal Management > Portal Options > Parent Data Changing: An option has been added to Parent Data Confirmation page under the General Tab to allow Insurance Info to be included as a step in the Parent Data Confirmation setup.
o Parent Data Confirmation: Districts now have the option to allow/require parents to enter insurance information during the Parent Data Confirmation process.
Note: If parents are completing data confirmation using the mobile app, they must switch to the Full Portal view to access the new Insurance Information section. A mobile app update that will support this feature more fully is expected in early June.