Fields on Lead

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

Fields

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.

BirthDate

Type: date
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The provider’s birthdate.

This field is available in API version 61.0 and later with the Health Cloud Provider Network Management permission set.

Note

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).

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).

PrimaryDiagnosis__c

Type: reference
Properties: Create, Filter, Group, idLookup, Nillable, Sort, Update
Description: Lookup to the HealthcareDiagnosis object.

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.

ReferralStatus__c

Type: picklist
Properties: Create, Filter, Group, idLookup, Nillable, Sort, Update
Description: Indicates status of referral processing.

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.

RelatedAccount__c

Type: reference
Properties: Create, Filter, Group, idLookup, Nillable, Sort, Update
Description: Look up to the account of the patient or member who is being referred.

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.

Specialty

Type: picklist
Properties: Create, Filter, Group, idLookup, Nillable, Sort, Update
Description: Specialty associated with the provider.

This field is available in API version 61.0 and later with the Health Cloud Provider Network Management permission set.

Note

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.