Last Updated: 7/22/2025 8:42:49 PM

Intergy Version: 22.00.00.00

PolicyMember

Table Definition  Parent Tables  Child Tables

Table Definition

Description: This table is used to record the insurance policies a patient is covered by.

Field Datatype Default Null Option Comment
PlanID INTEGER ?   MANDATORY FK
PolicyNumber CHARACTER(20)   MANDATORY FK
PersonID INTEGER ?   MANDATORY FK
RelationToSub CHARACTER(2)   MANDATORY User selects relationship to subscriber code. Relationship to subscriber codes are defined in the LookupCode table for the lookup type 'Relation''. Codes for lookup type 'Relation' are not user definable.
CoverageOrder INTEGER 0   MANDATORY Preferred plan order number for billing. User set.
DeductibleSource CHARACTER(1)   OPTIONAL Source that amount of deductible was obtained from. Possilbe values are: (I)nsurance (P)atient.
DeductibleRemaining DECIMAL(10,2) 0   OPTIONAL Amount of deductible remaining.
DeductibleTimestamp CHARACTER(14)   OPTIONAL Timestamp remaining deductible was obtained.
MemberNumber CHARACTER(17)   OPTIONAL Patient's member number for the policy.
RecordStatus CHARACTER(1)   MANDATORY User selected record status for the policy member. 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.
InsuranceType CHARACTER(2)   OPTIONAL System defined. This field represents the type of insurance. Field is supported by the lookup types:[InsuranceType]. Values are defined in the LookupCode table for the above lookup types.
RxBenefit CHARACTER(1)   OPTIONAL User set field to indicate that this policy is the patients plan to use when performing Rx formulary checking.
ClaimMemberID CHARACTER(29)   OPTIONAL User entered value to be placed in box 1A of the HCFA 1500 claim form. This field is used to identify the policy member (patient) to the insurance company. The label of the this field may be redefined at the plan level.
EDIMemberID CHARACTER(29)   OPTIONAL User entered value to identify the policy member (patient) to the insurance company when using EDI as the form of communication (e.g. eligibility), referrals, etc). Claims will still use the ClaimMemberID for providing the data for box 1A. The label of the this field may be redefined by the practice.
Note CHARACTER(60)   OPTIONAL User entered note.
FrontImageSID INTEGER ?   OPTIONAL General file unique identifier. The unique identifier is obtained from the GENERAL sequence. Note - Partially obsoleted for new images (see Design 1586)
BackImageSID INTEGER ?   OPTIONAL General file unique identifier. The unique identifier is obtained from the GENERAL sequence. Note - Partially obsoleted for new images (see Design 1586)
CopayClass CHARACTER(6)   OPTIONAL Specifies the default copay class for the policy member.
ClaimMemberID2 CHARACTER(29)   OPTIONAL User entered value. This field is used as a second claim member ID or could be used to identify the policy member (patient) to a secondary insurance company. The label of this field may be redefined at the plan level.
HL7Updated CHARACTER(1)   OPTIONAL This field indicates if HL7 has processed this table entry and will be used by the DB triggers. values "Y" or "N".
FrontImageFileID CHARACTER(15)   OPTIONAL Front Image Storage Location ID |YYYYMM is from StorageDevice.StorageDeviceCode is generated by the sequence StorageDeviceImage
BackImageFileID CHARACTER(15)   OPTIONAL Back Image Storage Location ID |YYYYMM is from StorageDevice.StorageDeviceCode is generated by the sequence StorageDeviceImage
FrontImageScanStamp CHARACTER(14)   OPTIONAL User defined - Indicates when the image was last scanned.
BackImageScanStamp CHARACTER(14)   OPTIONAL User defined - Indicates when the image was last scanned.
FrontImageScanUserID INTEGER ?   OPTIONAL FK - From MMUser table. User who Scanned the Front Image of an Insurance card
BackImageScanUserID INTEGER ?   OPTIONAL FK - From MMUser table. User who Scanned the Back Image of an Insurance card

Parent Tables
Parent TableJoin PhraseWhen deleting parent record...
MMUser PolicyMember.BackImageScanUserID = MMUser.MMUserSID SET NULL if PolicyMember exists
MMUser PolicyMember.FrontImageScanUserID = MMUser.MMUserSID SET NULL if PolicyMember exists
GenFile PolicyMember.BackImageSID = GenFile.GenFileSID SET NULL if PolicyMember exists
GenFile PolicyMember.FrontImageSID = GenFile.GenFileSID SET NULL if PolicyMember exists
Person PolicyMember.PersonID = Person.PersonID CASCADE if PolicyMember exists
Policy PolicyMember.PlanID = Policy.PlanID and
PolicyMember.PolicyNumber = Policy.PolicyNumber
CASCADE if PolicyMember exists

Child Tables
Child TableJoin PhraseWhen deleting PolicyMember record...
Eligibility Eligibility.PlanID = PolicyMember.PlanID and
Eligibility.PolicyNumber = PolicyMember.PolicyNumber and
Eligibility.PatientID = PolicyMember.PersonID
CASCADE if Eligibility exists
LabOrderInsCoverage LabOrderInsCoverage.PlanID = PolicyMember.PlanID and
LabOrderInsCoverage.PolicyNumber = PolicyMember.PolicyNumber and
LabOrderInsCoverage.PersonID = PolicyMember.PersonID
RESTRICT if LabOrderInsCoverage exists
ChargeCoverage ChargeCoverage.PlanID = PolicyMember.PlanID and
ChargeCoverage.PolicyNumber = PolicyMember.PolicyNumber and
ChargeCoverage.PersonID = PolicyMember.PersonID
RESTRICT if ChargeCoverage exists