Health Insurance Card template

Last updated: 4 Jul 2026

Official optional Health & Medical pack—structured fields for insurance cards.

What this template is

The Health Insurance Card template stores payer card details—member ID, group number, plan type, and pharmacy routing numbers. Enable it under Settings → Category templates → Health & Medical.


Category slug	`health-insurance-card`
Pack	Official optional — `nt2-template-health-insurance-card`
Tier	Free

When to use it (and when not to)

Good fits

Front-desk card with member and group IDs
Family cards with separate member IDs per dependent
Travel medical card alongside Medical Provider

Use something else instead

Situation	Better template
Policy number and coverage type	Insurance
Portal username/password	Credential
Unstructured clinic notes	Secure Note

Everyday workflows

Enable Health Insurance Card under Enable category template packs → Health & Medical.
One item per card or dependent; link the payer phone for quick dial after unlock.
Share insurer and plan type via selective disclosure—member ID stays hard-blocked.

Fields at a glance

Field	What to put here	Sensitive?
Title	Card label	No
Insurer	Payer name	No
Plan type	HMO, PPO, …	No
Member ID	Primary member identifier	Yes (masked, hard-blocked share)
Group number	Employer or plan group	Yes (masked, hard-blocked share)
Member name	Name on card	No
Date of birth	Member DOB	No
BIN	Pharmacy bank ID	Yes (hard-blocked share)
PCN	Processor control number	Yes (hard-blocked share)
Payer phone	Insurer contact	No
Plan end date	Coverage expiry for reminders	No
Notes	Dependent notes, copay hints	No

What you need


Tier	Free
Vault state	Unlocked
Network	Offline after the first successful app load
Feature toggle	Health Insurance Card pack enabled—see Enable category template packs

Steps

Enable the pack

Unlock your vault and open Settings → General → Category templates (https://se.nt2.me/settings/general/templates).
Under Health & Medical, toggle Health Insurance Card On.

Create a card item

Open https://se.nt2.me/assets and select Add asset → Health insurance card.
Enter a title and fill insurer, member ID, and group number.
Add plan type, BIN/PCN, and plan end date from the physical card.
Save. NT² may show a duplicate hint when member IDs match an existing item.

Front-desk or pharmacy lookup

Open the item from the asset list.
Use Safe presentation mode to show insurer and plan type without member ID on a shared screen.
Copy member ID or group number only when staff need to type them—clipboard auto-clears after 30 seconds.

Use selective disclosure to include insurer and plan type.
Member ID, group number, BIN, and PCN stay hard-blocked in share flows by default.

Tips and common mistakes

Not the same as Insurance template—policy-level coverage belongs in Insurance.
Portal logins in Credential—payer website passwords are not member IDs.
One item per card or dependent—split family cards instead of one Secure Note block.
Product boundary—NT² stores card metadata only; it does not verify eligibility or file claims.