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Feature: PM-01-EN-02
Audience: Billing managers, system administrators
Last Updated: 2026-04-05

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Configuration

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Jurisdiction Profile (PF-96)

Identifier labels and format validation are driven by the organization’s jurisdiction profile. To configure:
  1. Navigate to Settings → Organization → Jurisdiction Profile.
  2. Under Billing Rules, set:
    • member_id_label — Display name for the member ID field (e.g., “AHCCCS Member ID”).
    • member_id_format — Regex pattern for validation (e.g., ^\d{10}$). Leave empty for free-text.
    • state_system_id_label — Display name for the state system ID field (e.g., “AHCCCS CIS ID”).

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Feature Flag: Alias-First Identifiers

The pm_alias_first_identifiers feature flag controls whether the UI displays generic alias fields (medicaid_member_id, state_system_id) with fallback to legacy Arizona-specific fields.
  • Disabled (default): UI displays legacy field values (ahcccs_member_id, ahcccs_cis_id).
  • Enabled: UI displays generic values first, falling back to legacy values if the generic field is empty.
To enable: Navigate to Settings → Feature Flags and enable pm_alias_first_identifiers for your organization.

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Data Synchronization

Database triggers maintain bidirectional sync between generic and legacy fields:
  • Writing to medicaid_member_id auto-populates ahcccs_member_id (and vice versa).
  • Writing to state_system_id auto-populates ahcccs_cis_id (and vice versa).
  • If both generic and legacy values are provided on the same write and they differ, the generic alias is authoritative and a conflict audit entry is logged to pf_audit_logs.

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Reconciliation

To check for any patients where the backfill may have missed records: 
-- Should return 0 rows if backfill completed successfully
SELECT id, first_name, last_name, ahcccs_cis_id, state_system_id
FROM pm_patients
WHERE ahcccs_cis_id IS NOT NULL
  AND state_system_id IS NULL
  AND organization_id = '<your-org-id>';
To check for sync conflicts logged during the migration window: 
SELECT *
FROM pf_audit_logs
WHERE module = 'pm'
  AND action = 'identifier_conflict_resolved'
  AND organization_id = '<your-org-id>'
ORDER BY created_at DESC;

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Rollback

To disable jurisdiction-aware identifiers and revert to legacy behavior:
  1. Disable the pm_alias_first_identifiers feature flag.
  2. UI will revert to showing legacy field values. Labels remain profile-driven (from PF-96 jurisdiction profile) regardless of flag state — they do not revert to hardcoded values.
  3. Database triggers remain active (no data loss) — they continue syncing values bidirectionally.