Last Updated: 7/22/2025 8:42:49 PM
Intergy Version: 22.00.00.00
Plan
Table Definition Parent Tables Child Tables
Table Definition| Field | Datatype | Default | Null Option | Comment |
|---|---|---|---|---|
| PlanID | INTEGER | ? | MANDATORY | FK |
| CarrierCode | CHARACTER(6) | MANDATORY | FK | |
| Code | CHARACTER(6) | MANDATORY | Code the user wishes to assign to this plan. It is intended to hold the industry standard ID for this plan. User entered. | |
| SortName | CHARACTER(60) | MANDATORY | Sort name is set programmatically. | |
| Class | CHARACTER(6) | OPTIONAL | User selects plan class code. Plan class codes are defined in the LookupCode table for the lookup type 'PlanClass'. Codes for lookup type 'PlanClass' are user definable. | |
| Deductible | DECIMAL(10,2) | 0 | OPTIONAL | Patient deductible amount. User entered. |
| CollectionAgingDays | INTEGER | 0 | OPTIONAL | Age in days at which charges billed to the guarantor are transferred to the collections system. User entered. |
| CollectionPriority | INTEGER | 0 | OPTIONAL | Level to be assigned to this account and responsible party when the account is moved into collections. |
| ProfileOverrideAllowed | CHARACTER(1) | OPTIONAL | The plan override allowed flag indicates if a plans payment profiles may be overridden at the provider level. Acceptable values are (Y)es or (N)o. | |
| RecordStatus | CHARACTER(1) | MANDATORY | User selected record status for the finance center. RecordStatus is defined in the LookupCode table for the lookup type 'RecordStatus'. Codes for lookup type 'RecordStatus' are not user definable. Valid codes are (A)ctive and (I)nactive. | |
| TimeStamp | CHARACTER(14) | OPTIONAL | System generated date/time stamp record was last written. | |
| LastUser | INTEGER | ? | OPTIONAL | User ID of user that last wrote the record. |
| CreateStamp | CHARACTER(14) | OPTIONAL | System generated date/time stamp record was created. | |
| CreateUser | INTEGER | ? | OPTIONAL | User ID of user that created the record. |
| PrimaryOnlyEMC | CHARACTER(1) | OPTIONAL | Flag indicating the plan accepts claims electronically only when the plan is billed as the primary plan. Possible values are (Y)es or (N)o. NOTE: This field will be obsolete for 6.00.00. It was being overloaded for two values. BillableEMCCoverage and UnbalancedRemit are replacing PrimaryOnlyEMC. | |
| ClaimMemberIDLabel | CHARACTER(20) | OPTIONAL | Label for the Claim Member ID field as set by the practice for the plan. | |
| EDIMemberIDLabel | CHARACTER(20) | OPTIONAL | Label for the EDI Member ID field as set by the practice for the plan. | |
| DNZip | CHARACTER(10) | OPTIONAL | Denormalized Zip code from Address table. | |
| ImportPlanID | INTEGER | ? | OPTIONAL | Unique identifier that links the plan to the system maintained plan list. |
| FormularyPlanID | CHARACTER(15) | OPTIONAL | Formulary Plan ID that is used by the plan. | |
| BillablePlan | CHARACTER(1) | OPTIONAL | Indicates if the plan has all the necessary information for billing. Possible values: (Y)es, (N)o. | |
| EDIMemberIDEnable | CHARACTER(1) | OPTIONAL | User entered - Flag that will enable the EDI (Eligibility) member ID 2 field on the UI. Valid values are determined by the Confirmation lookuptype (Y/N). | |
| ClaimMemberID2Enable | CHARACTER(1) | OPTIONAL | User entered - Flag that will enable the claim member ID 2 field on the UI. Valid values are determined by the Confirmation lookuptype (Y/N). | |
| ClaimMemberID2Label | CHARACTER(20) | OPTIONAL | User entered - Label for the Claim Member ID 2 field. | |
| ClaimMemberID2Qual | CHARACTER(2) | OPTIONAL | User Entered. ANSI Qualifier for 2nd Claim member ID field on policy. Validated by the mentioned lookup type. Field is supported by the lookup types:[ANISI2ndClaimQID]. Values are defined in the LookupCode table for the above lookup types. | |
| FilingCode | CHARACTER(3) | MANDATORY | User Entered. It is used to populate the SBR09 ANSI field. Validated by the mentioned lookup type. Field is supported by the lookup types:[ClaimCode]. Values are defined in the LookupCode table for the above lookup types. | |
| DenialMsgCodeProfileID | INTEGER | ? | OPTIONAL | FK - From ERSMsgCodeProfile table. User entered profile name to indicate which denial list the plan uses. |
| PayerID | INTEGER | ? | OPTIONAL | FK - Payer. |
| SplitEMCSecAllowed | CHARACTER(1) | Set_To_Empty_String | OPTIONAL | This field indicates if secondary split claims are allowed to bill electronically. Lookup type "Confirmation" will be used to set its value (Y/N). |
| BillableEMCCoverage | INTEGER | 0 | OPTIONAL | This field describes what the max coverage order of a coverage that is allowed to be billed electronically for this plan. 1 means that only primary may be billed electronically, 2 means that only secondary may be billed electronically and 3 means tertiary and above may be billed electronically. Note that this field is derived in plan maintenance and isn't the UI's values. |
| UnbalancedRemit | CHARACTER(1) | OPTIONAL | This flag specifies how this plan handles unbalanced remittance when applicable. Values come from UnbalancedClaimsAction lookup. |
| Parent Table | Join Phrase | When deleting parent record... |
|---|---|---|
| Entity | Plan.PlanID = Entity.EntitySID | CASCADE if Plan exists |
| Carrier | Plan.CarrierCode = Carrier.CarrierCode | RESTRICT if Plan exists |
| Child Table | Join Phrase | When deleting Plan record... |
|---|---|---|
| CLWCorrespondence | CLWCorrespondence.PlanID = Plan.PlanID | SET NULL if CLWCorrespondence exists |
| Adjustment | Adjustment.CreditedPlanID = Plan.PlanID | RESTRICT if Adjustment exists |
| PaymentAssignment | PaymentAssignment.CreditedPlanID = Plan.PlanID | RESTRICT if PaymentAssignment exists |
| PlanGroup | PlanGroup.PlanID = Plan.PlanID | CASCADE if PlanGroup exists |
| Policy | Policy.PlanID = Plan.PlanID | RESTRICT if Policy exists |