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MemberPlan

Represents details about the insurance coverage for a member or subscriber.

The primary member on the plan is called the subscriber. The other members are dependents.

Note

Supported Calls

create(),  delete(),  describeLayout(),  describeSObjects(),  getDeleted(),  getUpdated(),  query(),  retrieve(),  search(),  undelete(),  update(),  upsert()

Fields

Field Name Details
Affiliation
Type
string
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
An affiliation to a government service, such as the army or navy.
EffectiveFrom
Type
date
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The date from which this member plan is effective.
EffectiveTo
Type
date
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The date on which this member plan ceases to be effective.
ExternalIDentifier
Type
string
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The identifier used to identify the record outside the Salesforce org.
GroupNumber
Type
string
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The group number or policy number of the primary member.
IssuerNumber
Type
string
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Reference number for the issuer of the plan.
LastReferencedDate
Type
datetime
Properties
Filter, Nillable, Sort
Description
The timestamp for when the current user last viewed a record related to this record.
LastVerification
Type
date
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The date on which this plan was last verified.
LastViewedDate
Type
datetime
Properties
Filter, Nillable, Sort
Description
The timestamp for when the current user last viewed this record. If this value is null, it’s possible that this record was referenced (LastReferencedDate) and not viewed.
MemberId
Type
reference
Properties
Create, Filter, Group, Sort
Description
The ID of the member’s record.
MemberNumber
Type
string
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The member’s reference number for this plan.
Name
Type
string
Properties
Create, Filter, Group, Sort, Update
Description
The name by which the member knows this plan.
Notes
Type
textarea
Properties
Create, Nillable, Update
Description
Notes about this member plan.
OwnerId
Type
reference
Properties
Create, Defaulted on create, Filter, Group, Sort, Update
Description
The ID of the user who owns this record.
PayerId
Type
reference
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The ID of the payer’s Account object record.
PayerNetworkId
Type
reference
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The payer insurance plan or network that is associated with the patient. This field is a relationship field.
Relationship Name
PayerNetwork
Relationship Type
Lookup
Refers To
HealthcarePayerNetwork
PlanId
Type
reference
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Lookup of the Purchaser Plan ID.
PrimaryCarePhysician
Type
string
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The name of the physician providing primary care under this plan.
PrimarySecondaryTertiary
Type
picklist
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Whether this plan is the primary, secondary, or tertiary plan.
RelationshipToSubscriber
Type
picklist
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The relationship of this member to the plan’s subscriber. Valid options are:
  • Self
  • Spouse
  • Child
  • Unknown
  • Other Relationship
SourceSystem
Type
string
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The name of the system this plan record came from.
SourceSystemIdentifier
Type
string
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The ID of this plan record on its source system.
SourceSystemModified
Type
dateTime
Properties
Create, Filter, Nillable, Sort, Update
Description
The date on which this plan record was last changed on the source system.
Status
Type
picklist
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Indicates whether the plan is active.
SubscriberId
Type
reference
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The ID of the subscriber’s record.
VerificationStatus
Type
picklist
Properties
Create, Defaulted on create, Filter, Group, Nillable, Sort, Update
Description
The status of the plan’s verification. Valid options are:
  • Active - Verified
  • Rejected
  • Not Checked
  • Unknown
  • Inactive

Associated Objects

This object has the following associated objects. If the API version isn’t specified, they’re available in the same API versions as this object. Otherwise, they’re available in the specified API version and later.

MemberPlanChangeEvent (API version 57.0)
Change events are available for the object.
MemberPlanFeed
Feed tracking is available for the object.
MemberPlanHistory
History is available for tracked fields of the object.
MemberPlanOwnerSharingRule
Sharing rules are available for the object.
MemberPlanShare
Sharing is available for the object.