Demographics: Insurance Plan Name syncs from PMS Copied

What’s changing

iKnowMed can now update a patient’s insurance Plan Name in Demographics > Insurance automatically based on information from your practice management system (PMS), keeping insurance data consistent across both systems.

To enable this integration, please contact your PMS Admin and Account Manager.

Why this matters

Manually maintaining insurance plan names across systems is time-consuming and prone to discrepancies. This integration helps ensure patient insurance information stays accurate and up to date without additional manual effort.