--- title: How to submit an LFP patient panel slug: portal-sub/how-to-submit-an-lfp-patient-panel docTags: createdAt: 2026-03-04T12:03:14.435Z --- This article relates to the Longitudinal Family Physician payment model in British Columbia. See more info in the overview article: [LFP (Longitudinal Family Physician) Overview](docId\:obUuEDTCahJllBrdcae44) ## Pre-configuration Checklist 1. Please request the clinic to run the MSP fee update process ahead of time to ensure that they have the most up-to-date service code list in their environment. 2. When submitting your patient panel claim to MSP, please ensure your Profile instance has the latest LFP billing macro jaffa file. This jaffa file can be found in this solution article: [Billing with a Facility Number Using Place of Service (POS)](https://intrahealth.freshdesk.com/en/support/solutions/articles/6000236174) and instructions are provided in the Non-BCP Macro Configuration section. If you cannot access this article, please contact our support team.  ## Single Provider Patient Panel Group Configuration :::hint{type="info"} NOTE: For best practices, it is recommended to create a separate patient panel group for each provider within the organization. Please keep in mind, the single provider patient group only needs to be configured once. ::: :::::WorkflowBlock :::WorkflowBlockItem In **Work Centre** > **Clinical** > **Groups **view, create a dynamic group for the patient panel by clicking **New Dynamic Group ** ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/Hw878Fdr9kgw6mPYGXX1H_vnumwksn6gwrjiadczucs9n6aqgciytrmw.png" size="10" isUploading="false" initialPath="assets/vnUmwKSN6gWRJIADCZUcS9n6AQgCiYTRMw.png" githubPath="en/Financial/Claiming British Columbia/assets/vnUmwKSN6gWRJIADCZUcS9n6AQgCiYTRMw.png" position="flex-start" showCaption="false"}  in the Groups view toolbar. ::: ::::WorkflowBlockItem In the **New Dynamic Group** window, enter the following information: - In the **Name **field, type an appropriate name for the individual provider panel group. - The **Category **field displays the category in which the groups belong. You can click on  ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/5ywD_dpyMtr1CLGpYq2nq_rdffb19vz4haeyyb3iwpe8z-x5mzrw1sqw.png" size="10" isUploading="false" initialPath="assets/rDfFb19vz4haeyYB3IWpE8z-X5mZrW1Sqw.png" githubPath="en/Financial/Claiming British Columbia/assets/rDfFb19vz4haeyYB3IWpE8z-X5mZrW1Sqw.png" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"}  to change it. ::: - Remove the tick from the **Shared** box if you do not want this group to be available to all other providers. - In the **Status** field, select **Active** status as the option. - In the **Privacy **field, select the required option from the drop-down menu if you only want this group to be available to a specific compound role. :::: :::WorkflowBlockItem Click **OK**. The **Edit Dynamic Group** window will subsequently display. ::: :::WorkflowBlockItem In the**Edit Dynamic Group **> **Filter** tab, enter the following information: - In the **Use for filtering** field, select **Stored Query **as the option. - In the **Show if patient…** field, the **In find objects results** option is selected as the default option. ![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/eTcLE5obDNdiKZKAFSs1E_8b5fjq8fctvp2-9lf1repwxpy4hhf5dtq.png) ::: :::WorkflowBlockItem Click the **Edit Stored Query **button to display the **Find Objects **window. ::: :::WorkflowBlockItem In the **Find Objects **window, drag and drop the following **Patient** object properties: - In **Patient – Usual Doctor** object folder, drag and drop the **Code **property into the **Where** panel and enter the following information: 1. Click the **Condition **dropdown and select the **is equal to **option 2. Click **Value **field and enter the usual provider’s **Code** ![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/sMyE_ghj9cJrXJLsJYOqv_nwbq0gpj5ajvjykd9brxorul7nbthorrwa.png) - In the **Patient** object, drag and drop the **Status** property into the **Where** panel and enter the following information: 1. Click the **Condition **dropdown and select the **is equal to **option 2. Click **Value **field and enter **Active** ![A screenshot of a computer Description automatically generated with medium confidence](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/0JrL5mVmqvJUeir0wa7bD_6hzmupcgxmhsj7k4rsoyx7aut1kref-hw.png) ::: :::WorkflowBlockItem Click**OK**. ::: :::WorkflowBlockItem In the **Edit Dynamic Group** window, click OK to save and complete group changes. ::: ::::: ## Submitting a Patient Panel Workflow :::::WorkflowBlock :::WorkflowBlockItem In **Work Centre** > **Clinical** > **Groups**, select the patient panel group that was created. ::: :::WorkflowBlockItem Click the **Run** button to start the group query and display the query results in the panel table. ::: :::WorkflowBlockItem Click **Undock Patient Group ** ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/DkSDiXDEs78lPfkhERbZC_mtwmfddkdurcwquklnpcvbydidd5rx-xfg.png" size="10" isUploading="false" initialPath="assets/MTWMFDDKdURCwQuKLNpCvBYdiDd5rX-XFg.png" githubPath="en/Financial/Claiming British Columbia/assets/MTWMFDDKdURCwQuKLNpCvBYdiDd5rX-XFg.png" position="flex-start" showCaption="false"}  in the Groups view toolbar. ::: :::WorkflowBlockItem Multi-select (shift + select) the patients that are assigned to the usual provider. ::: :::WorkflowBlockItem Click **Tick/Untick a Patient** ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/0pIMHZCYAY49ngOwTGu9X_6-s07hponims9fx2iisq7dzb2vuxhsu1oa.png" size="10" isUploading="false" initialPath="assets/6-s07HPONims9fX2iisQ7dzb2vUXHsu1OA.png" githubPath="en/Financial/Claiming British Columbia/assets/6-s07HPONims9fX2iisQ7dzb2vUXHsu1OA.png" position="flex-start" showCaption="false"} to place a check on the selected patients. ![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/PaeaE9wY2yNhDvvy5n5np_el7tl4njzni7mbh1uxekqzycaegyeiuuhq.png) ::: ::::WorkflowBlockItem Use the **Quick Bill **functionality to start the patient panel group submittal. - In Profile versions 8.8+, the user can click  ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/nNwMYB6Fx8FgiODEBGmD8_gj6iu43ghkur3dbhdcito6xy8ydyzczyw.png" size="17" isUploading="false" initialPath="assets/GJ6iu43G_HkUR3DBHDCIto6xy8YdyZcZyw.png" githubPath="en/Financial/Claiming British Columbia/assets/GJ6iu43G_HkUR3DBHDCIto6xy8YdyZcZyw.png" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"}  in the **Undock Group **window to display the **Quick Bill** window. ::: - In previous Profile versions, the user can either click the **Quick Bill **button (if configured) on the main toolbar or use **Financial > Quick Bill.** ![A screenshot of a computer Description automatically generated](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/4tcz2XIqaa1BP7Q6amhty_avogs2lq4ycvlfu3snm4k2-zdkpkgsjnka.png) **** ** ** :::: :::WorkflowBlockItem In the **Quick Bill** window, enter the following information: - In the **Provider **field, enter the usual provider if it isn’t auto-populated already. - In the **Service** field, enter **98990 – PRIMARY CARE PANEL REPORT**. - In the **Diagnosis 1: **field, enter **L23** (Longitudinal Family Physician (LFP) Claim). - In the **Location** field, enter **L**. ::: :::WorkflowBlockItem Click **OK**. ::: :::::