Dear Ambell,
Welcome to the HealthFrame User Community Forum. We're happy to hear that you seem happy with what you've seen so far of HealthFrame. We're also sorry that you have not yet heard back from our email support, though we're happy you've come to us at the Forum!
HealthFrame supports copying and pasting of certain types of information, in particular to help out in these types of initial configuration tasks. Please look at Robert's post entitled
"Copy and Paste a Record" where we document how you can share individual/organization information across multiple PHRs or perhaps at Jolene's post entitled
"Adding family members", where we document sharing family history information across PHRs.
This support should help you in part with your initial configuration question. Unfortunately, we do not yet support the same mechanism for insurance information and you will need to enter that information in the PHRs.
Thanks for your question and we look forward to helping you further evaluate HealthFrame.
Support Team