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MemberPlan

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

Note

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

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.