Insurer
Insurer referrals and templates: insurer case dossier, insurer-specific report editor, five mandatory insurer questions, sign & submit, auto-referrals and authorization write-back (OPS).
Implementation status: requirements documented — authenticated workflows not built (blocked on backend).Intended users
Insurer partners handling referrals, dossiers, and insurer-specific reports.
Authentication & access
Referral or automated case trigger entry; insurer template flows in expert portal section EXP·7.
Onboarding
Insurer org linkage and referral channel configuration (ops-managed).
Navigation & screens (Figma)
EXP-05 Case dossier (insurer template).
EXP-07 Report editor (insurer template).
EXP-08 Sign & submit.
OPS insurer referral / AI summary (OPS-03.3).
Workflows
Referral received → dossier → mandatory insurer questions → report → sign & submit → authorization write-back.
Permissions boundary
Insurer users limited to insurer-templated cases and referral scope.
Sign & submit requires completed mandatory questions (server validation).
Backend capabilities needed (no API paths in repo)
Referral ingestion and case linkage.
Insurer template report model and sign-off.
Authorization write-back to ops/patient systems.
UI states to implement
Referral loading
Missing mandatory answers
Submit validation errors
403
Acceptance criteria
EXP-05/07/08 flows work end-to-end with insurer template API.
Submit blocked until five mandatory questions satisfied (MEDICA-59/60).