Immutability
Patient Plans cannot be modified via API after creation, except for thesource_id field. To update a plan, you must delete and recreate it using one of two approaches:
Strategy 1 - PUT Method
Use the PUT Patient Plan API withconflict_behavior=REPLACE. This approach allows clients to use our managed lifecycle rules but can inadvertently remove plans and will withdraw all in-progress benefits checks and prior authorizations.
Strategy 2 - GET/DELETE/POST Method
Retrieve existing plans, delete the target plan, then create a new one. This provides greater control.Recommendation
The documentation advises consulting PUT API documentation carefully. For those preferring direct control, the POST, PATCH, DELETE, and GET APIs are recommended instead.Tracking Latest Benefits and Eligibility
Displays the most recent completed benefits check; remains null until the first check completes
Functions similarly—null initially, then shows the most current completed eligibility check
Determined through a combination of the
latest_benefits_check and latest_eligibility_check, whichever one was most recent