Insurance Plans dimension

The Insurance Plans dimension is a reference table used to capture the insurance plan of the subscriber or guarantor for the loaded patient encounter. Codes and descriptions will generally match your organization's source systems and data standards. This table also includes insurance plans grouped into payors and financial classes.

TIP: You can manage your dimension tables by downloading them in spreadsheet form so that you can make larger changes more easily. You can then upload the spreadsheet with the changes back into the system. For more information, see Editing a dimension using a spreadsheet.

Accessing the Insurance Plans dimension

From the Enterprise Decision Support home page, in the Data Control section, click Data Management > Encounter Dimensions > Insurance Plans.

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The page can only display up to a maximum of 10,000 records.

Filtering records

To filter records:

  1. Click the funnel icon in the upper left corner of the page.

  2. In the Filter box, you can narrow down the records to display by selecting or creating a filter using the Filter Wizard. To access the Filter Wizard, click Edit. If you are familiar with writing filter statements, you can type the statement syntax directly in the Filter box.
  3. Click Apply.

Adding or editing an insurance plan

Due to the large number of records that this table may contain, you need to use the Filter panel to identify the records to display.

To add or edit an insurance plan code:

  1. In the table, do any of the following:

    • To add an insurance plan, click Add Row. The new row displays at the bottom of the table. Enter information in each column.

      IMPORTANT: If you add a new record that already exists in the table, the system will overwrite the original column values with your new entries when you save your changes.

    • To edit an insurance plan, click in the cell(s) to make your changes.

      NOTE: Columns that are grayed out cannot be edited.

    • To undo your changes, click the left arrow icon .
    • To redo your changes, click the right arrow icon .
  2. When you finish making changes, click Save.

Deleting an insurance plan

Due to the large number of records that this table may contain, you need to use the Filter panel to identify the records to display.

To delete an insurance plan:

  1. In the table, select the row to highlight it, and then click Delete Row.

  2. At the Continue? prompt, click OK.
  3. When you finish making changes, click Save.

Column descriptions

This section provides descriptions for each column in the Insurance Plans dimension table:

NOTE: The table may display some columns that are related to other Syntellis products or have been created specifically for your organization. Contact your Syntellis Implementation Consultant or Syntellis Support if you need help with these columns.

Every table in the database must have at least one key column. Key columns define unique records of data in the table. If a table has one key column, then each value in that key column must be unique and defines a unique record in the table. If a table has multiple key columns, then each combination of values in those key columns defines a unique record in the table.

Keys

INSPLAN - The code used to for the insurance plan.

The system will not allow you to save the table if an entry includes one or more of the following:

  • More than the maximum allowed characters
  • Contains one of these characters: \\ / < > : ? | * ' \"
  • Begins with + - =.

Description - The long name of the insurance plan.

TIP: To help make reports more readable, we recommend that you do not use all capital letters in the description content.

DSS

These columns are used for the Axiom Enterprise Decision Support.

PlanCode - The code associated with the plan type.

ENTITY - The entity associated with the insurance plan.

Payor - The code associated with the insurance plan payor.

PayorDescription - The long name of the insurance plan payor.

FinClass - The financial class code.

FinClassDescription -The long name of the financial class.