> ## Documentation Index > Fetch the complete documentation index at: https://docs.maxcare.ai/llms.txt > Use this file to discover all available pages before exploring further. # Change an insurance policy's type > Sets the policy type of a policy already on the chart, and changes nothing else about it. The body is `policyType` only; any other field is refused with 400. The policy (`GET /insurance-policies`) must belong to this patient in the patient's own EHR instance; otherwise 404. EHRs without a policy type answer 400 `capability_unsupported` (see `GET /payers/capabilities`, `insurance.policyType`). The current type is read from the EHR first: when it already matches, nothing is written and the request returns 200, so a retry is always safe. The response is the EHR's own read-back after the change. 409 `policy_update_refused` means the EHR did not take the change: it refused the save (for example, ModMed locks a policy that has claims), or still shows the previous type after it. Retrying will not help; check the policy in the EHR. 404 `insurance_not_found` means the EHR has no active policy with this id on the chart (archived policies cannot be changed here). `GET /insurance-policies` shows the new type after the next EHR sync; this response is the EHR's own copy. A policy just added with `POST /patients/{id}/insurance:exact` is not listed there, and so cannot be changed here, until that sync. ## OpenAPI ````yaml /openapi-v3.json patch /patients/{patientId}/insurance-policies/{policyId} openapi: 3.0.0 info: title: Max AI Public API description: API for third-party marketplace apps version: '3.0' contact: {} servers: - url: https://api.maxcare.ai/v3 security: [] tags: [] paths: /patients/{patientId}/insurance-policies/{policyId}: patch: tags: - Patients summary: Change an insurance policy's type description: >- Sets the policy type of a policy already on the chart, and changes nothing else about it. The body is `policyType` only; any other field is refused with 400. The policy (`GET /insurance-policies`) must belong to this patient in the patient's own EHR instance; otherwise 404. EHRs without a policy type answer 400 `capability_unsupported` (see `GET /payers/capabilities`, `insurance.policyType`). The current type is read from the EHR first: when it already matches, nothing is written and the request returns 200, so a retry is always safe. The response is the EHR's own read-back after the change. 409 `policy_update_refused` means the EHR did not take the change: it refused the save (for example, ModMed locks a policy that has claims), or still shows the previous type after it. Retrying will not help; check the policy in the EHR. 404 `insurance_not_found` means the EHR has no active policy with this id on the chart (archived policies cannot be changed here). `GET /insurance-policies` shows the new type after the next EHR sync; this response is the EHR's own copy. A policy just added with `POST /patients/{id}/insurance:exact` is not listed there, and so cannot be changed here, until that sync. operationId: PatientsPublicController_updateInsurancePolicyType parameters: - name: patientId required: true in: path description: Patient ID schema: type: string - name: policyId required: true in: path description: Insurance policy ID from `GET /insurance-policies` schema: type: string - name: X-Organization-Id in: header required: true schema: type: string description: Target clinic organization ID requestBody: required: true content: application/json: schema: $ref: '#/components/schemas/UpdateInsurancePolicyTypeBody' responses: '200': description: Success content: application/json: schema: $ref: '#/components/schemas/UpdateInsurancePolicyTypeSuccessResponse' '400': description: Missing or invalid request parameter content: application/json: schema: $ref: '#/components/schemas/PublicApiBadRequestResponse' '401': description: Invalid or missing API key content: application/json: schema: $ref: '#/components/schemas/PublicApiUnauthorizedResponse' '403': description: Insufficient scope content: application/json: schema: $ref: '#/components/schemas/PublicApiForbiddenResponse' '404': description: Resource not found content: application/json: schema: $ref: '#/components/schemas/PublicApiNotFoundResponse' '409': description: Resource conflict (e.g. editing a signed note) content: application/json: schema: $ref: '#/components/schemas/PublicApiConflictResponse' '429': description: Rate limit exceeded content: application/json: schema: $ref: '#/components/schemas/PublicApiRateLimitResponse' '502': description: EHR sync failed content: application/json: schema: $ref: '#/components/schemas/PublicApiBadGatewayResponse' '503': description: EHR integration unavailable content: application/json: schema: $ref: '#/components/schemas/PublicApiServiceUnavailableResponse' security: - api-key: [] components: schemas: UpdateInsurancePolicyTypeBody: type: object properties: policyType: type: string description: >- The policy type to set, using ModMed's own names. The only field this route accepts; any other field is refused with 400. enum: - MEDICARE - MEDICARE_ADVANTAGE - MEDICAID - CHIP - TRICARE - CHAMPVA - GOVERNMENT_OTHER - COMMERCIAL_OTHER - HMO - PPO - EPO - POS - GHP - IPA - ACA_EXCHANGE example: MEDICARE required: - policyType UpdateInsurancePolicyTypeSuccessResponse: type: object properties: code: type: string description: Response code example: success data: $ref: '#/components/schemas/UpdateInsurancePolicyTypeData' required: - code - data PublicApiBadRequestResponse: type: object properties: code: type: string description: Error code example: bad_request message: type: string description: Human-readable error message example: '''id'' must be a valid UUID' trace_id: type: string description: Trace ID for debugging example: 550e8400-e29b-41d4-a716-446655440000 required: - code - message - trace_id PublicApiUnauthorizedResponse: type: object properties: code: type: string description: Error code example: unauthorized message: type: string description: Human-readable error message example: Invalid or missing API key trace_id: type: string description: Trace ID for debugging example: 550e8400-e29b-41d4-a716-446655440000 required: - code - message - trace_id PublicApiForbiddenResponse: type: object properties: code: type: string description: Error code example: forbidden message: type: string description: Human-readable error message example: Insufficient scope trace_id: type: string description: Trace ID for debugging example: 550e8400-e29b-41d4-a716-446655440000 required: - code - message - trace_id PublicApiNotFoundResponse: type: object properties: code: type: string description: Error code example: not_found message: type: string description: Human-readable error message example: Resource not found trace_id: type: string description: Trace ID for debugging example: 550e8400-e29b-41d4-a716-446655440000 required: - code - message - trace_id PublicApiConflictResponse: type: object properties: code: type: string description: Error code example: conflict message: type: string description: Human-readable error message example: Cannot edit a signed note trace_id: type: string description: Trace ID for debugging example: 550e8400-e29b-41d4-a716-446655440000 required: - code - message - trace_id PublicApiRateLimitResponse: type: object properties: code: type: string description: Error code example: rate_limit_exceeded message: type: string description: Human-readable error message example: Rate limit exceeded. Maximum 1000 requests per 60 seconds. trace_id: type: string description: Trace ID for debugging example: 550e8400-e29b-41d4-a716-446655440000 required: - code - message - trace_id PublicApiBadGatewayResponse: type: object properties: code: type: string description: Error code example: unexpected_integration_error message: type: string description: Human-readable error message example: EHR sync failed trace_id: type: string description: Trace ID for debugging example: 550e8400-e29b-41d4-a716-446655440000 required: - code - message - trace_id PublicApiServiceUnavailableResponse: type: object properties: code: type: string description: Error code example: server_unresponsive message: type: string description: Human-readable error message example: EHR integration is not available for this note trace_id: type: string description: Trace ID for debugging example: 550e8400-e29b-41d4-a716-446655440000 required: - code - message - trace_id UpdateInsurancePolicyTypeData: type: object properties: policyId: type: string description: The insurance policy id from `GET /insurance-policies` example: pol_3f2c9a1e7b6d4c5e8f9a0b1c2d3e4f5a policyType: type: string description: >- The policy type the EHR holds, read back from the EHR after the change example: MEDICARE required: - policyId - policyType securitySchemes: api-key: scheme: bearer bearerFormat: JWT type: http description: Marketplace API key ```` This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.