Insurance Export

The Insurance Export extracts data related to the patient insurance records.  Below you will find a detailed definition of possible inputs and outputs.  

Data Location:  Setup > Patients> Insurance

Inputs

•  Payer: Allows the list of records returned to be limited by payer

Outputs

• last_name: Patient last name
• first_name: Patient first name
• middle_name: Patient middle name
• nick_name: Patient nick name
• suffix: Patient suffix
• chart_number: Unique ID for patient (foreign key for patient)
• payer_number:  Unique ID for the payer (primary key for payer)
• payer_name:  Name of payer
• start_date:  Insurance Effective start date
• end_date: Insurance Effective end date
• coverage: Insurance coverage level (1 for primary, 2 for secondary, etc...)
• insurance_type: Type of payer (i.e. Medicare Part B, Commercial, Auto Insurance Policy, etc...)
• msp_reason: Medicare supplemental policy reason
• insured_id:  Insured ID type (i.e. Member ID #)
• insured_id_value: Value for insured ID, usually the member ID
• group_name:  Group name value
• group_policy_number: Group policy Number
• auth_req:  Auth Required Flag (yes or no)
• secondary_id: Secondary ID type
• secondary_id_value: Secondary ID value
• plan_code:  Plan Code
• copay_dollar:  Copay Dollar Amount
• copay_percent: Copay Percentage Amount
• deductible: Deductible Amount
• insured_is_patient:  Insured is patient flag (yes or no)
• insured_is_company:  Insured is company flag (yes or no)
• insured_first_name: Insurance subscriber first name
• insured_middle_name: Insurance subscriber middle name
• insured_last_name: Insurance subscriber last name
• insured_suffix: Insurance subscriber suffix
• gender: Insurance subscriber gender
• dob: Insurance subscriber date of birth
• relationship: Insurance subscriber relationship to patient
• employer: Insurance subscriber employer name
• sig_file: Insurance subscriber signature on file flag (Yes or No)
• address_1:  Insurance subscriber address line 1
• address_2: Insurance subscriber address line 2
• city: Insurance subscriber city
• state: Insurance subscriber state 
• zip: Insurance subscriber zip
• home_phone: Insurance subscriber home phone number
• email: Insurance subscriber email address