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PurchaserPlan

Represents the payer plan that a purchaser makes available to its members and members’ dependents.

Supported Calls

create(),  delete(),  describeLayout(),  describeSObjects(),  getDeleted(),  getUpdated(),  query(),  retrieve(),  search(),  undelete(),  update(),  upsert()

Fields

Affiliation

  • Type: picklist
  • 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 purchaser plan is effective.

EffectiveTo

  • Type: date
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The date on which this purchaser plan ceases to be effective.

IsVerifiable

  • Type: boolean
  • Properties: Create, Defaulted on create, Filter, Group, Sort, Update
  • Description: Indicates whether a benefits verification can be performed on this plan.

LineOfBusiness

  • Type: picklist
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The category of insurance policy that the purchaser plan belongs to. For example, whether the plan is a group health insurance, individual health insurance, etc.

    This field is available in API version 64.0 and later.

Name

  • Type: string
  • Properties: Create, Filter, Group, Sort, Update
  • Description: The name of this plan.

Notes

  • Type: textarea
  • Properties: Create, Nillable, Update
  • Description: Notes about this payer.

Payer

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The ID of the payer’s Account object record.

PlanNumber

  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The plan’s reference number.

PlanStatus

  • Type: picklist
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Indicates whether the plan is active.

PlanType

  • Type: picklist
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The type of plan, with the following default options:
    • PPO
    • HMO
    • Medicare
    • Medicaid
    • Workers Comp

ServiceType

  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The description of the service type offered by this plan.

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.

SponsorType

  • Type: picklist
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The type of sponsor for the plan. For example, if it's self-sponsored, government-sponsored, or company-sponsored.

    This field is available in API version 64.0 and later.

Associated Objects

This object has the following associated objects. Unless noted, they are available in the same API version as this object.

PurchaserPlanFeed
Feed tracking is available for the object.
PurchaserPlanHistory
History is available for tracked fields of the object.
PurchaserPlanOwnerSharingRule
Sharing rules are available for the object.
PurchaserPlanShare
Sharing is available for the object.
PurchaserPlanChangeEvent
Change data capture is available for this object.