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Fields on Opportunity

Standard and custom fields extend the Opportunity 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.

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.