CareTracker Draft Helper

Checking the target tab…

Choose reviewed JSON

This helper fills a draft. Save remains a separate action in CareTracker. It does not create an existing-patient match or check for duplicates.

Prepare fields

Include primary insurance numbers; I have selected and checked the insurer, plan and subscriber in CareTracker. If the facesheet says only “Policy #”, put it in:

Member # and Subscriber # keep their own labels. A Policy # is never copied into both fields.

CareTracker field	Reviewed value

I searched CareTracker and confirmed this should be a new patient. I checked the source and every destination/value above.

No file loaded.

Values stay in this popup’s memory. Closing it clears the imported file. No account passwords or tokens are collected.