Check Eligibility workflow
You have patient’s demographics information and patient’s insurance information.
You want to check if the patient is eligible for the procedure / visit.
Contact the VSee team to configure which insurers you want to support. Once configured, use https://vsee.atlassian.net/wiki/spaces/VD/pages/55083127/Insurance+API+Draft#GET-%2Finsurance%2F to pull the list which will also contain insurer_id.
Create a VSee Clinic user via https://vsee.atlassian.net/wiki/spaces/VD/pages/14942243/User+API#POST-%2Fusers%2Fsso
As a response you will receive user_id on VSee side.
Some user fields are required if you want to use the insurance API. Use https://vsee.atlassian.net/wiki/spaces/VD/pages/14942243/User+API#POST-%2Fme to update the user’s insurance information based on user_id.
Run https://vsee.atlassian.net/wiki/spaces/VD/pages/55083127#POST-%2Fusers%2F%3Aid%2Feligibility to trigger the eligibility check for the given user_id.
Trigger a claim submission process for the user_id https://vsee.atlassian.net/wiki/spaces/VD/pages/55083127/Insurance+API+Draft#POST-%2Finsurance%2Fclaims
POST /me parameters
Required Insurance Information
Code Block |
---|
FirstName - first_name
LastName - last_name
DOB - dob
Gender - gender
Address - street_addr
City - city
State - state
ZipCode - zip
// Primary Insurance Fields
Insurance - insurance.carrier_code (e.g. car7147 - AMD code)
Insurance Coverage - insurance.respparty (e.g self, child, spouse, other)
Group Number - insurance.group_number
Subscriber Number - insurance.subscriber_num
// Secondary Insurance Fields (Optional)
Secondary Insurance - insurance.secondary_carrier (e.g. car7147 - AMD code)
Secondary Group Number - insurance.secondary_group_number
Secondary Subscriber Number - insurance.secondary_subscriber_num
Insurance Card Front - insurance.card_front
Insurance Card Back - insurance.card_back
If dependent (child, spouse, other):
Guarantor Name - insurance.guarantor_name
Guarantor DOB - insurance.guarantor_dob
Guarantor Address1 - insurance.guarantor_address
Guarantor City - insurance.guarantor_city
Guarantor State - insurance.guarantor_state
Guarantor Zip - - insurance.guarantor_zip |
POST /users/:id/eligibility
https://api-vclinic.vseepreview.com/vc/next/api_v3/users/:id/eligibility
Check insurance eligibility for the given patient. This assumes all required insurance data is saved for this user.
Set insurance data with https://vsee.atlassian.net/wiki/spaces/VD/pages/14942243/User+API#POST-%2Fme ? (insurer_id
, insurance_plan
).
VSee will create a patient record in AdvancedMD as needed if it’s not existing yet.
Input
...
Parameter Name
...
Type
...
Description
...
...
...
String
...
…
Result
Since the check may take up to 1-2 minutes, should we trigger a webhook eligibility.checked
when it's ready?
Output
...
Create / update delete / retrieve insurance detail
Info |
---|
The following APIs can be called using patient’s token or Clinic Admin token |
GET api_v3/users/:user_id/insurances
This returns a list of insurance cards associated with this user
Expand |
---|
|
Code Block |
---|
| {
"data": [
{
"card_type": "primary",
"insurer_code": "(sandbox) HUMANA",
"subscriber_number": "11000022",
"group_number": "GN00022",
"responsible_party": "self",
"guarantor_first_name": "VSee",
"guarantor_middle_name": "Edward",
"guarantor_last_name": "Patient 11000022",
"guarantor_dob": "1986-01-01",
"guarantor_gender": 1,
"guarantor_address": "54 Rainbow St",
"guarantor_address_2": "#12-22",
"guarantor_city": "Sunnyvale",
"guarantor_zip": "10001",
" | eligibilityidamd_eligibility_id}} |
In case of error / missing data we should display a proper error message.
Raw Data in user_datas
It will populate the user’s insurance.eligibility
when response received from the 3rd party.
Code Block |
---|
{"data":[{"insurance": {"eligibility":{lastchecked1640133254eligibilityresponseInvalid/Missing subscriber/insured ID",(sandbox) CALIFORNIA MEDICAL",
" | eligibilitytext "raw_response"responsible_party": "child",
| ... //TBD
"guarantor_first_name": "VSee",
| } "guarantor_last_name": "Patient | }} |
Webhook
Code Block |
---|
{"id":"5c34979c-30dc-496c-8cd3-6eb9925862c1",typeguarantor_middle_name": " | eligibility.checked"created": 1546950556,accountcodevclinic"data":{eligibilityid"28540"memberid60610eligibilityresponseInvalid/Missing subscriber/insured ID"external_member_id1111}} |
Eligibility Responses List
eligibility_response
may be one of the following:
Code Block |
---|
Success/RejectreasonnotfoundAuthorizedquantity exceeded
Required application data missing
Input Errors
Out of Network
Authorization/Access restrictions
Unable to respond at current time.
Invalid/Missing provider information
Invalid/Missing provider name
Invalid/Missing provider speciality
Invalid/Missing provider phone number
Invalid/Missing provider state
Invalid/Missing referring provider identification number
Provider is not primary care physician
Provider ineligible for inquiries
Provider not on file
Service dates not within provider plan enrollment
Inquired benefit inconsistent with provider type
Inappropriate date
Invalid/Missing dates of service
Invalid/Missing date of birth
Date of birth follows date of service
Date of death preceeds dates of service
Date of service not within allowable inquiry period
Date of service in future
Invalid/Missing patient ID
Invalid/Missing patient name
Invalid/Missing patient gender code
Patient not found
Inconsistent with patient age.
Inconsistent with patient gender.
Patient birth date does not match that for the patient in the
Invalid/Missing subscriber/insured ID
Invalid/Missing subscriber/insured name
Invalid/Missing subscriber/insured gender code
Subscriber/Insured not found
Duplicate Subscriber/Insured ID number
Subscriber found, patient not found
Subscriber/Insured not in Group/Plan identified
Invalid participant identification
invalid or missing provider address
Payer name or identifier missing
Certification Information Missing
No response received by clearinghouse
Expiremental service or procedure.
Authorization number not found.
Requires primary care physician authorization.
Invalid/Missing diagnosis codes.
Invalid/Missing procedure codes.
Additional patient condition information required.
Certification information does not match patient.
Requires medical review.
Invalid authorization number format.
Missing authorization number. |
Rejection reason and codes
Code Block |
---|
'04' => 'Authorized quantity exceeded',
'15' => 'Required application data missing',
'33' => 'Input Errors',
'35' => 'Out of Network',
'41' => 'Authorization/Access restrictions',
'42' => 'Unable to respond at current time.',
'43' => 'Invalid/Missing provider information',
'44' => 'Invalid/Missing provider name',
'45' => 'Invalid/Missing provider speciality',
'46' => 'Invalid/Missing provider phone number',
'47' => 'Invalid/Missing provider state',
'48' => 'Invalid/Missing referring provider identification number',
'49' => 'Provider is not primary care physician',
'50' => 'Provider ineligible for inquiries',
'51' => 'Provider not on file',
'52' => 'Service dates not within provider plan enrollment',
'53' => 'Inquired benefit inconsistent with provider type',
'56' => 'Inappropriate date',
'57' => 'Invalid/Missing dates of service',
'58' => 'Invalid/Missing date of birth',
'60' => 'Date of birth follows date of service',
'61' => 'Date of death preceeds dates of service',
'62' => 'Date of service not within allowable inquiry period',
'63' => 'Date of service in future',
'64' => 'Invalid/Missing patient ID',
'65' => 'Invalid/Missing patient name',
'66' => 'Invalid/Missing patient gender code',
'67' => 'Patient not found',
'69' => 'Inconsistent with patient age.',
'70' => 'Inconsistent with patient gender.',
'71' => 'Patient birth date does not match that for the patient in the database',
'72' => 'Invalid/Missing subscriber/insured ID',
'73' => 'Invalid/Missing subscriber/insured name',
'74' => 'Invalid/Missing subscriber/insured gender code',
'75' => 'Subscriber/Insured not found',
'76' => 'Duplicate Subscriber/Insured ID number',
'77' => 'Subscriber found, patient not found',
'78' => 'Subscriber/Insured not in Group/Plan identified',
'79' => 'Invalid participant identification',
'97' => 'invalid or missing provider address',
'T4' => 'Payer name or identifier missing',
'T5' => 'Certification Information Missing',
'80' => 'No response received by clearinghouse',
'98' => 'Expiremental service or procedure.',
'AA' => 'Authorization number not found.',
'AE' => 'Requires primary care physician authorization.',
'AF' => 'Invalid/Missing diagnosis codes.',
'AG' => 'Invalid/Missing procedure codes.',
'AO' => 'Additional patient condition information required.',
'CI' => 'Certification information does not match patient.',
'E8' => 'Requires medical review.',
'IA' => 'Invalid authorization number format.',
'MA' => 'Missing authorization number.' |
GET /insurances/
https://api-vclinic.vseepreview.com/vc/next/api_v3/insurance/
Get the available list of insurers for patient to pick from.
Is it stored in clinic Raw settings.
Input
...
Parameter Name
...
Type
...
Description
Output
A list of supported insurers.
“id” here is AMD’s payer ID. “name” is readable name.
Code Block |
---|
{
"data": {
"insurers": [
{
"guarantor_state": "CA",
"consent": true
}
],
"version": "2.0"
} |
|
POST api_v3/users/{user_id}/insurances/import
Payload should include array of up to 2 insurance detail, one is primary
and the other is secondary
If insurance type already exists, it will be overwritten
Expand |
---|
|
Code Block |
---|
| {
"insurances": [
{
"card_type": "primary",
"insurer_code": "(sandbox) HUMANA",
"subscriber_number": "11000022",
"group_number": "GN00022",
"responsible_party": "self",
"guarantor_first_name": "VSee",
"guarantor_last_name": "Patient 11000022",
"guarantor_middle_name": "Edward",
"guarantor_dob": "1986-01-01",
"guarantor_gender": 1,
"guarantor_address": "54 Rainbow St",
"guarantor_address_2": "#12-22",
"guarantor_city": "Sunnyvale",
"guarantor_zip": "10001",
"guarantor_state": "CA",
"consent": true
},
{
"card_type": "secondary",
"insurer_code": "(sandbox) CALIFORNIA MEDICAL",
"subscriber_number": "11000023",
"responsible_party": "child",
"guarantor_first_name": "VSee",
"guarantor_last_name": "Patient 11000023",
"guarantor_middle_name": "Edward",
"guarantor_dob": "1944-01-01",
"guarantor_gender": 2,
"guarantor_address": "52 Rainbow St",
"guarantor_city": "Sunnyvale",
"guarantor_zip": "10001",
"guarantor_state": "CA",
"consent": true
}
]
} |
|
Expand |
---|
|
Code Block |
---|
| {
"data": [
{
"card_type": "primary",
"insurer_code": "(sandbox) HUMANA",
"subscriber_number": "11000022",
"group_number": "GN00022",
"responsible_party": "self",
"guarantor_first_name": "VSee",
"guarantor_middle_name": "Edward",
"guarantor_last_name": "Patient 11000022",
"guarantor_dob": "1986-01-01",
"guarantor_gender": 1,
"guarantor_address": "54 Rainbow St",
"guarantor_address_2": "#12-22",
"guarantor_city": "Sunnyvale",
"guarantor_zip": "10001",
"guarantor_state": "CA",
"consent": true
},
{
"card_type": "secondary",
"insurer_code": "(sandbox) CALIFORNIA MEDICAL",
"subscriber_number": "11000023",
"responsible_party": "child",
"guarantor_first_name": "VSee",
"guarantor_last_name": "Patient 11000023",
"guarantor_middle_name": "Edward",
"guarantor_dob": "1944-01-01",
"guarantor_gender": 2,
"guarantor_address": "52 Rainbow St",
"guarantor_city": "Sunnyvale",
"guarantor_zip": "10001",
"guarantor_state": "CA",
"consent": true
}
],
"version": "2.0"
} |
|
POST api_v3/users/{user_id}/insurances/{primary|secondary}
Update primary
or secondary
insurance
Expand |
---|
|
Code Block |
---|
| {
"card_type": "primary",
"insurer_code": "(sandbox) HUMANA",
"subscriber_number": "11000022",
"group_number": "GN00022",
"responsible_party": "self",
"guarantor_first_name": "VSee",
"guarantor_last_name": "Patient 11000022",
"guarantor_middle_name": "Edward",
"guarantor_dob": "1986-01-01",
"guarantor_gender": 1,
"guarantor_address": "54 Rainbow St",
"guarantor_address_2": "#12-22",
"guarantor_city": "Sunnyvale",
"guarantor_zip": "10001",
"guarantor_state": "CA",
"consent": true
} |
|
Expand |
---|
|
Code Block |
---|
| {
"data": {
"card_type": "primary",
"insurer_code": "(sandbox) HUMANA",
"subscriber_number": "11000022",
"group_number": "GN00022",
"responsible_party": "self",
"guarantor_first_name": "VSee",
"guarantor_middle_name": "Edward",
"guarantor_last_name": "Patient 11000022",
"guarantor_dob": "1986-01-01",
"guarantor_gender": 1,
"guarantor_address": "54 Rainbow St",
"guarantor_address_2": "#12-22",
"guarantor_city": "Sunnyvale",
"guarantor_zip": "10001",
"guarantor_state": "CA",
"consent": true
},
"version": "2.0"
} |
|
GET api_v3/users/{user_id}/insurances/{primary|secondary}
Retrieve primary
or secondary
insurance
Expand |
---|
|
Code Block |
---|
| {
"data": {
"card_type": "primary",
"insurer_code": "(sandbox) HUMANA",
"subscriber_number": "11000022",
"group_number": "GN00022",
"responsible_party": "self",
"guarantor_first_name": "VSee",
"guarantor_middle_name": "Edward",
"guarantor_last_name": "Patient 11000022",
"guarantor_dob": "1986-01-01",
"guarantor_gender": 1,
"guarantor_address": "54 Rainbow St",
"guarantor_address_2": "#12-22",
"guarantor_city": "Sunnyvale",
"guarantor_zip": "10001",
"guarantor_state": "CA",
"consent": true
},
"version": "2.0"
} |
|
DELETE api_v3/users/{user_id}/insurances/{primary|secondary}
Eligibility check
POST api_v3/users/{user_id}/insurances/primary/eligibility/check
Check and return queue status and current eligibility status
Expand |
---|
|
Code Block |
---|
| {
"data": {
"job_id": "6552fefa-e620-4caa-9990-26940a7d6499",
"status": "pending"
}
} |
|
Expand |
---|
title | Response 2 (429 Too Many Requests) |
---|
|
Code Block |
---|
| {
"code": 429,
"message": "Started at Tue, 14 Nov 2023 12:05:00 +0700"
} |
|
GET api_v3/users/{user_id}/insurances/primary/eligibility
Return queue status and current eligibility status
Expand |
---|
|
Code Block |
---|
| {
"data": {
"job_id": "655300b4-2378-4ec7-98bf-34b50a7d6499",
"status": "pending"
}
} |
|
Expand |
---|
|
Code Block |
---|
| {
"data": {
"status": "active"
}
} |
|
Claims Center
GET api_v3/reports/claims?from_date=2024-09-02&to_date=2024-09-05
Return list of visits with other data that is relevant for claim
Retrieve data list
GET api_v3/insurances/list/insurers
Sample request
Code Block |
---|
|
curl --location 'https://api-vclinic.vseepreview.com/vc/stable/api_v3/insurances/list/insurers' \
--header 'X-AccountCode: vclinic' |
Sample response
Expand |
---|
|
Code Block |
---|
| {
"data": [
{
"id": "AAND",
"text": "A AND I BENEFIT ADMINISTRATORS",
"description": "A AND I BENEFIT ADMINISTRATORS"
}, {
"id": "AGADM",
"text": "A G ADMINISTRATORS LLC",
"description": "A G ADMINISTRATORS LLC"
}, {
"id": "AAGA",
"text": "AAG AMERICAN ADMINISTRATIVE GRP",
"description": "AAG AMERICAN ADMINISTRATIVE GRP"
}, {
"id": "AAGG",
"text": "AAG GALLAGHER BENEFITS",
"description": "AAG GALLAGHER BENEFITS"
}, {
"id": "AARP",
"text": "AARP",
"description": "AARP"
}
]
} |
|
GET api_v3/insurances/list/billing_modifiers
Sample request
Code Block |
---|
|
curl --location 'https://api-vclinic.vseepreview.com/vc/stable/api_v3/insurances/list/billing_modifiers' \
--header 'X-AccountCode: vclinic' |
Sample response
Expand |
---|
|
Code Block |
---|
| {
"data": [
{
"id": "20",
"text": "20",
"description": "20"
}, {
"id": "F8",
"text": "F8",
"description": "F8"
}, {
"id": "LC",
"text": "LC",
"description": "LC"
}, {
"id": "T5",
"text": "T5",
"description": "T5"
}, {
"id": "XP",
"text": "XP",
"description": "XP"
}
]
} |
|
GET api_v3/insurances/list/dxs
Sample request
Code Block |
---|
|
curl --location 'https://api-vclinic.vseepreview.com/vc/stable/api_v3/insurances/list/dxs' \
--header 'X-AccountCode: vclinic' |
Sample response
Expand |
---|
Code Block |
---|
| {
"data": [
{
"code": "I10",
"description": "Essential (primary) hypertension",
"advancedmd": {
"code": "diag0010"
}
},
{
"code": "E11.9",
"description": "Type 2 diabetes mellitus without complications",
"advancedmd": {
"code": "diag0021"
}
}
]
} |
|
GET api_v3/insurances/list/procedures
Sample request
Code Block |
---|
|
curl --location 'https://api-vclinic.vseepreview.com/vc/stable/api_v3/insurances/list/procedures' \
--header 'X-AccountCode: vclinic' |
Sample response
Expand |
---|
Code Block |
---|
| {
"data": [
{
"id": "10001",
"text": "INITIAL CONSULTATION - BASIC ASSESSMENT",
"description": "Basic initial consultation to assess patient health status"
},
{
"id": " | car714710002",
"text": "FOLLOW-UP | "name": "CIGNA"
VISIT - CONDITION MONITORING",
"description": "Routine follow-up to monitor ongoing health conditions"
}, |
car7551
nameAETNA"DIAGNOSTIC EVALUATION - LAB | }
]
}
|
POST /insurance/claims
https://api-vclinic.vseepreview.com/vc/next/api_v3/insurance/claims
Claims collection
Code Block |
---|
claims.type
claims.account_code
claims.visit_id //optional
claims.member_id
claims.status
claims.advancedmd.date_of_service // all input fields
claims.advancedmd.visit_id
|
Input
...
Parameter Name
...
Type
...
Description
...
visit_id
...
String
...
…
...
date_of_service
...
12/1/2021
...
location
...
41
...
procedure_code
...
U0003;U0005
...
units
...
1
...
diagnosis_code
...
Z20.822;R05.9
Output
Code Block |
---|
{
"data": {TEST REVIEW",
"description": "Evaluation session for discussing lab test results with the patient"
},
{
"id": " | 82828}} |
Webhook
Code Block |
---|
{ id5c34979c-30dc-496c-8cd3-6eb9925862c1",TELEHEALTH CONSULT - MINOR ISSUES",
" | typeclaims.updated",
"visit_id": 1546950556,Remote consultation for addressing minor health concerns"
| "account_code": "vclinic""data": claim_28540 member_id60610EXTENDED CONSULTATION - TREATMENT PLANNING", |
statusdescription": "Extended session for planning and discussing long-term treatment options"
}
]
} |
|