Where can insurance ID format checks be configured in the system?

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Multiple Choice

Where can insurance ID format checks be configured in the system?

Explanation:
Insurance ID format checks are most effective when you can enforce rules at the level where they will apply in practice. In Epic, you can configure these checks both for the payer and for the plan. This dual capability lets you enforce payer-wide ID formats across all plans under that payer, while also allowing plan-specific adjustments if a particular plan has a unique or additional requirement. In other words, you get broad consistency plus the flexibility to handle exceptions, which is why configuring in both payer and plan records is the correct approach.

Insurance ID format checks are most effective when you can enforce rules at the level where they will apply in practice. In Epic, you can configure these checks both for the payer and for the plan. This dual capability lets you enforce payer-wide ID formats across all plans under that payer, while also allowing plan-specific adjustments if a particular plan has a unique or additional requirement. In other words, you get broad consistency plus the flexibility to handle exceptions, which is why configuring in both payer and plan records is the correct approach.

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