# Candid Integration Required Fields

For the Candid Health integration to generate valid insurance claims, certain data fields must be captured in Welkin and mapped to Candid. This page lists all required fields, their data type, and where they should be configured in Welkin.

## Patient demographic fields

These fields are pulled from the Welkin patient record and must be complete for every patient:

| Field                              | Data type | Where to configure          |
| ---------------------------------- | --------- | --------------------------- |
| First name                         | Text      | Patient record – core field |
| Last name                          | Text      | Patient record – core field |
| Date of birth                      | Date      | Patient record – core field |
| Biological sex                     | Dropdown  | Patient record – core field |
| Address (street, city, state, ZIP) | Text      | Patient record – core field |
| Member ID                          | Text      | Insurance CDT               |
| Group number                       | Text      | Insurance CDT               |
| Payer name                         | Text      | Insurance CDT               |
| Payer ID                           | Text      | Insurance CDT               |
| Insurance relationship to patient  | Dropdown  | Insurance CDT               |

## Provider fields

| Field                    | Data type | Where to configure              |
| ------------------------ | --------- | ------------------------------- |
| Rendering provider name  | Text      | User profile                    |
| Rendering provider NPI   | Text      | User profile – Integrations tab |
| Billing provider NPI     | Text      | Admin → Candid settings         |
| Billing provider tax ID  | Text      | Admin → Candid settings         |
| Billing provider address | Text      | Admin → Candid settings         |

## Encounter / claim fields

These fields must be captured in the encounter CDT and mapped in the Candid field mapping:

| Field                        | Data type    | Where to configure                                 |
| ---------------------------- | ------------ | -------------------------------------------------- |
| Date of service              | Date         | Encounter – core field                             |
| Place of service code        | Dropdown     | Encounter CDT (e.g., 02 = Telehealth, 11 = Office) |
| Primary diagnosis (ICD-10)   | Text         | Encounter CDT                                      |
| Secondary diagnoses (ICD-10) | Text (multi) | Encounter CDT                                      |
| Procedure code (CPT)         | Text         | Encounter CDT                                      |
| Procedure modifier           | Text         | Encounter CDT                                      |
| Units / quantity             | Number       | Encounter CDT                                      |
| Charge amount                | Currency     | Encounter CDT                                      |

## Insurance authorization fields (when applicable)

Required when prior authorization is needed for the service:

| Field                    | Data type | Where to configure |
| ------------------------ | --------- | ------------------ |
| Authorization number     | Text      | Authorization CDT  |
| Authorization start date | Date      | Authorization CDT  |
| Authorization end date   | Date      | Authorization CDT  |
| Authorized units         | Number    | Authorization CDT  |

## Configuring missing fields

If your Welkin environment is missing any of the fields above:

1. In Designer, go to **CDT Designer**
2. Add the required fields to the appropriate CDT (encounter, insurance, or authorization)
3. Ensure the fields are included in the relevant encounter or patient templates
4. Update the Candid field mapping in Admin to include the newly added fields

For guidance on CDT configuration, see [CDT Configuration](https://github.com/welkincloud-io/welkin-docs/blob/master/kb/designer/cdt-configuration.md).

## Validation

Before going live with Candid, run a validation check:

1. In the Candid integration settings in Welkin Admin, click **Validate Field Mapping**
2. Welkin will check that all required fields have corresponding CDT mappings
3. Any missing or unmapped required fields will be listed – configure these before going live


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