Fields on Opportunity

Standard and custom fields extend the Opportunity object to represent information about an incoming patient.

Fields

Field Details
AssignCareCoordinatorContact__c
Type
reference
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Lookup to Contact object. If populated and the AssignCareCoordinatorUser__c field is blank, assigns the care coordinator role based on the contact record.
AssignCareCoordinatorUser__c
Type
reference
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Lookup to User object. If populated, assigns the care coordinator role based on the user record.
BirthDate__c
Type
date
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The patient’s birthdate.
CreatedFromLead__c
Type
boolean
Properties
Create, Defaulted on create, Filter, Group, Sort, Update
Description
Indicates whether the individual was created from a converted lead (true) or not (false).
PrimaryDiagnosis__c
Type
reference
Properties
Create, Filter, Group, idLookup, Nillable, Sort, Update
Description
Lookup to the HealthcareDiagnosis object.
InsuranceGroupId__c
Type
string
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Group ID of the patient or member’s insurance.
InsuranceMemberId__c
Type
string
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Member ID of the patient or member’s insurace.
InsuranceType__c
Type
picklist
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Type of primary insurance: Medicare, Medicaid, commercial or self-pay.
IsMarkedForPatientConversion__c
Type
boolean
Properties
Create, Defaulted on create, Filter, Group, Sort, Update
Description
Whether the lead will be converted to a patient record.
IsOutOfNetwork__c
Type
boolean
Properties
Create, Defaulted on create, Filter, Group, Sort, Update
Description
Indicates that the referral is out-of-network.
MedicalRecordNumber__c
Type
string
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The medical record number used to identify a patient.
NumberofLocations__c
Type
double
Properties
Create, Filter, Nillable, Sort, Update
Description
Number of locations associated with the lead.
Primary__c
Type
picklist
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Indicates whether the individual is the primary member of the household (true) or not (false).
PrimaryInsurance__c
Type
picklist
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Primary health insurance company associated with the patient.
Priority__c
Type
picklist
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Priority of the referral as designated by the referring provider.
ReasonForOutOfNetworkReferral__c
Type
picklist
Properties
Create, Filter, Group, idLookup, Nillable, Sort, Update
Description
Reason the referral is sent out-of-network.
ReasonForReferral__c
Type
picklist
Properties
Create, Filter, Group, idLookup, Nillable, Sort, Update
Description
Reason for the referral.
ReferralReceivedDate__c
Type
date
Properties
Create, Filter, Group, idLookup, Nillable, Sort, Update
Description
Date referral was received by the organization.
ReferredToOrganization__c
Type
reference
Properties
Create, Filter, Group, idLookup, Nillable, Sort, Update
Description
Name of the organization receiving or fulfilling the referral.
ReferredToPractitioner__c
Type
reference
Properties
Create, Filter, Group, idLookup, Nillable, Sort, Update
Description
Name of the practitioner to whom the patient or member is being referred.
ReferredToUser__c
Type
reference
Properties
Create, Filter, Group, idLookup, Nillable, Sort, Update
Description
Name of the user to whom the referral is sent.
ReferringOrganization__c
Type
reference
Properties
Create, Filter, Group, idLookup, Nillable, Sort, Update
Description
Name of the referring organization.
ReferringPractitioner__c
Type
reference
Properties
Create, Filter, Group, idLookup, Nillable, Sort, Update
Description
Name of the practitioner who submitted the referral.
ReferringUser__c
Type
reference
Properties
Create, Filter, Group, idLookup, Nillable, Sort, Update
Description
Name of the user who submitted the referral.
SecondaryDiagnosis__c
Type
reference
Properties
Create, Filter, Group, idLookup, Nillable, Sort, Update
Description
Lookup to the HealthcareDiagnosis object.
SourceSystemId__c
Type
string
Properties
Create, Filter, Group, idLookup, Nillable, Sort, Update
Description
The ID of an external record. This field can’t be encrypted.
SourceSystem__c
Type
string
Properties
Create, Defaulted on create, Filter, Group, Nillable, Sort, Update
Description
The system that created the record and owns updating rights for it.
Specialty__c
Type
picklist
Properties
Create, Filter, Group, idLookup, Nillable, Sort, Update
Description
Specialty associated with the referral.
TertiaryDiagnosis__c
Type
reference
Properties
Create, Filter, Group, idLookup, Nillable, Sort, Update
Description
Lookup to the HealthcareDiagnosis object.
TypeOfService__c
Type
picklist
Properties
Create, Filter, Group, idLookup, Nillable, Sort, Update
Description
Type of service requested.