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