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

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.