---
title: "Create Policies"
method: POST
path: "/patients/{patient_id}/policies"
tags: ["INSURANCE POLICIES"]
---

# Create Policies

`POST /patients/{patient_id}/policies`

## Request

- Base URL: `https://sandbox.elationemr.com/api/2.0`
- URL: `https://sandbox.elationemr.com/api/2.0/patients/{patient_id}/policies`
- Auth: HTTP bearer
- TypeScript: <https://skmtc.dev/elationhealth/apis/api-authentication/docs/patients/:patient_id/policies/post.ts> (a function with typed inputs; its response is checked against the schema)

## Path parameters

- `patient_id` integer, required

## Request body

- union
  - PolicyCreateRequestBasic: Request model for creating a new insurance policy. Address fields are for the insurance carrier.
    - `address` string, nullable: Carrier street address
    - `carrier_id` integer, nullable: Insurance carrier identifier
    - `carrier_name` string, nullable: Name of the insurance carrier
    - `city` string, nullable: Carrier city
    - `copay` string, nullable: Copay amount
    - `county_code` string, nullable: Carrier county code
    - `deductible` string, nullable: Deductible amount
    - `end_date` string, date, nullable: Policy end date
    - `extension` string, nullable: Carrier phone extension
    - `group_id` string, nullable: Group identifier
    - `insured_person_address` string, nullable: Insured person's street address
    - `insured_person_city` string, nullable: Insured person's city
    - `insured_person_dob` string, date, nullable: Insured person's date of birth
    - `insured_person_first_name` string, nullable: Insured person's first name
    - `insured_person_id` string, nullable: Insured person's identifier
    - `insured_person_last_name` string, nullable: Insured person's last name
    - `insured_person_sex_at_birth` string, nullable: Insured person's sex at birth
    - `insured_person_ssn` string, nullable: Insured person's SSN
    - `insured_person_state` string, nullable: Insured person's state code
    - `insured_person_zip` string, nullable: Insured person's ZIP code
    - `medicare_secondary_code` string, nullable: Medicare secondary code
    - `member_id` string, nullable: Member identifier
    - `patient_dob` string, date, required: Patient's date of birth
    - `patient_first_name` string, required: Patient's first name
    - `patient_last_name` string, required: Patient's last name
    - `payment_program` 'medicare_part_b' | 'medicare_advantage' | 'medicaid' | 'commercial_hmsa' | 'commercial_sfhp' | 'commercial_other' | 'workers_compensation'
    - `phone` string, nullable: Carrier phone number
    - `plan_id` integer, nullable: Insurance plan identifier
    - `plan_name` string, nullable: Name of the insurance plan
    - `rank` integer, nullable: Policy rank (1=primary, 2=secondary, 3=tertiary)
    - `relationship_to_insured` 'self' | 'child' | 'spouse' | 'other'
    - `start_date` string, date, nullable: Policy start date
    - `state` string, nullable: Carrier state code
    - `status` 'active' | 'inactive'
    - `suite` string, nullable: Carrier suite/unit number
    - `vendor_company_id` integer, nullable: For internal use only
    - `vendor_external_id` string, nullable: For internal use only
    - `zip` string, nullable: Carrier ZIP code
  - PolicyCreateRequestBasic[]: Request model for creating a list of new insurance policies. Address fields are for the insurance carrier.
    - `address` string, nullable: Carrier street address
    - `carrier_id` integer, nullable: Insurance carrier identifier
    - `carrier_name` string, nullable: Name of the insurance carrier
    - `city` string, nullable: Carrier city
    - `copay` string, nullable: Copay amount
    - `county_code` string, nullable: Carrier county code
    - `deductible` string, nullable: Deductible amount
    - `end_date` string, date, nullable: Policy end date
    - `extension` string, nullable: Carrier phone extension
    - `group_id` string, nullable: Group identifier
    - `insured_person_address` string, nullable: Insured person's street address
    - `insured_person_city` string, nullable: Insured person's city
    - `insured_person_dob` string, date, nullable: Insured person's date of birth
    - `insured_person_first_name` string, nullable: Insured person's first name
    - `insured_person_id` string, nullable: Insured person's identifier
    - `insured_person_last_name` string, nullable: Insured person's last name
    - `insured_person_sex_at_birth` string, nullable: Insured person's sex at birth
    - `insured_person_ssn` string, nullable: Insured person's SSN
    - `insured_person_state` string, nullable: Insured person's state code
    - `insured_person_zip` string, nullable: Insured person's ZIP code
    - `medicare_secondary_code` string, nullable: Medicare secondary code
    - `member_id` string, nullable: Member identifier
    - `patient_dob` string, date, required: Patient's date of birth
    - `patient_first_name` string, required: Patient's first name
    - `patient_last_name` string, required: Patient's last name
    - `payment_program` 'medicare_part_b' | 'medicare_advantage' | 'medicaid' | 'commercial_hmsa' | 'commercial_sfhp' | 'commercial_other' | 'workers_compensation'
    - `phone` string, nullable: Carrier phone number
    - `plan_id` integer, nullable: Insurance plan identifier
    - `plan_name` string, nullable: Name of the insurance plan
    - `rank` integer, nullable: Policy rank (1=primary, 2=secondary, 3=tertiary)
    - `relationship_to_insured` 'self' | 'child' | 'spouse' | 'other'
    - `start_date` string, date, nullable: Policy start date
    - `state` string, nullable: Carrier state code
    - `status` 'active' | 'inactive'
    - `suite` string, nullable: Carrier suite/unit number
    - `vendor_company_id` integer, nullable: For internal use only
    - `vendor_external_id` string, nullable: For internal use only
    - `zip` string, nullable: Carrier ZIP code

## Response `200`

Successful Response

- union
  - PolicyResponse
    - `address` string, nullable
    - `back_image_path` string, nullable: Path to the back image of the insurance card
    - `can_check_eligibility` boolean, nullable: Indicates whether eligibility can be checked for this policy
    - `carrier_id` integer, nullable
    - `carrier_name` string, nullable
    - `city` string, nullable
    - `copay` string, nullable
    - `county_code` string, nullable
    - `deductible` string, nullable
    - `end_date` string, date, nullable
    - `extension` string, nullable
    - `front_image_path` string, nullable: Path to the front image of the insurance card
    - `group_id` string, nullable
    - `hippospace` string, required
    - `id` integer, required
    - `insured_person_address` string, nullable
    - `insured_person_city` string, nullable
    - `insured_person_dob` string, date, nullable
    - `insured_person_first_name` string, nullable
    - `insured_person_id` string, nullable
    - `insured_person_last_name` string, nullable
    - `insured_person_sex_at_birth` string, nullable
    - `insured_person_ssn` string, nullable
    - `insured_person_state` string, nullable
    - `insured_person_zip` string, nullable
    - `is_legacy_insurance` boolean
    - `medicare_secondary_code` string, nullable
    - `member_id` string, nullable
    - `patient_dob` string, date, required
    - `patient_first_name` string, required
    - `patient_id` integer, required
    - `patient_last_name` string, required
    - `payment_program` 'medicare_part_b' | 'medicare_advantage' | 'medicaid' | 'commercial_hmsa' | 'commercial_sfhp' | 'commercial_other' | 'workers_compensation'
    - `phone` string, nullable
    - `plan_id` integer, nullable
    - `plan_name` string, nullable
    - `practice_id` integer, required
    - `rank` integer, nullable
    - `relationship_to_insured` 'self' | 'child' | 'spouse' | 'other'
    - `start_date` string, date, nullable
    - `state` string, nullable
    - `status` 'active' | 'inactive', required
    - `suite` string, nullable
    - `vendor_company_id` integer, nullable
    - `vendor_external_id` string, nullable
    - `zip` string, nullable
  - PoliciesResponse
    - `current_page_num` integer, nullable
    - `next_page_url` string, nullable
    - `page_first_item_num` integer, nullable
    - `page_last_item_num` integer, nullable
    - `previous_page_url` string, nullable
    - `results` PolicyResponse[], required
      - `address` string, nullable
      - `back_image_path` string, nullable: Path to the back image of the insurance card
      - `can_check_eligibility` boolean, nullable: Indicates whether eligibility can be checked for this policy
      - `carrier_id` integer, nullable
      - `carrier_name` string, nullable
      - `city` string, nullable
      - `copay` string, nullable
      - `county_code` string, nullable
      - `deductible` string, nullable
      - `end_date` string, date, nullable
      - `extension` string, nullable
      - `front_image_path` string, nullable: Path to the front image of the insurance card
      - `group_id` string, nullable
      - `hippospace` string, required
      - `id` integer, required
      - `insured_person_address` string, nullable
      - `insured_person_city` string, nullable
      - `insured_person_dob` string, date, nullable
      - `insured_person_first_name` string, nullable
      - `insured_person_id` string, nullable
      - `insured_person_last_name` string, nullable
      - `insured_person_sex_at_birth` string, nullable
      - `insured_person_ssn` string, nullable
      - `insured_person_state` string, nullable
      - `insured_person_zip` string, nullable
      - `is_legacy_insurance` boolean
      - `medicare_secondary_code` string, nullable
      - `member_id` string, nullable
      - `patient_dob` string, date, required
      - `patient_first_name` string, required
      - `patient_id` integer, required
      - `patient_last_name` string, required
      - `payment_program` 'medicare_part_b' | 'medicare_advantage' | 'medicaid' | 'commercial_hmsa' | 'commercial_sfhp' | 'commercial_other' | 'workers_compensation'
      - `phone` string, nullable
      - `plan_id` integer, nullable
      - `plan_name` string, nullable
      - `practice_id` integer, required
      - `rank` integer, nullable
      - `relationship_to_insured` 'self' | 'child' | 'spouse' | 'other'
      - `start_date` string, date, nullable
      - `state` string, nullable
      - `status` 'active' | 'inactive', required
      - `suite` string, nullable
      - `vendor_company_id` integer, nullable
      - `vendor_external_id` string, nullable
      - `zip` string, nullable
    - `total_item_count` integer, nullable
    - `total_page_count` integer, nullable

## Other responses

- `401`: Not authorized
- `422`: Validation Error
- `500`: Internal server error

---

[API](https://skmtc.dev/elationhealth/apis/api-authentication.md) - [All operations](https://skmtc.dev/elationhealth/apis/api-authentication/llms.txt) - [OpenAPI document](https://skmtc.dev/elationhealth/apis/api-authentication/revisions/c060f89d4de7?raw)