Insurance plans dimension

This dimension captures 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 dimension

From the Enterprise Decision Support home page, in the Data control section, select Maintain data > Encounter dimensions > Insurance plans.

Filtering records

To filter records

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

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

Adding or editing an insurance plan

Due to the large number of records that this table can contain, you might need to use the Filter function described above to find the desired records.

To add or edit an insurance plan code

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

    • To add an insurance plan, select + Add Row. The new row appears at the top of the table.

      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. We recommend that you review your entries before saving any changes.

    • To edit an insurance plan, select the edit icon in the Actions column to open cell(s) for changes.

      NOTE: You cannot edit columns that are grayed out.

  2. Complete the columns, as needed. A description of each column is located in the following "Column descriptions" section.
  3. To cancel the changes made, select the cancel icon in the Actions column. Otherwise, to save them, select the save icon in the Actions column.
  4. When you finish making changes, select Save. After you save, the table will sort any new financial classes in order by the INSPALNID column.

Deleting an insurance plan

Due to the large number of records that this table can contain, you might need to use the Filter function previously described to find the desired records.

To delete an insurance plan

  1. Find the insurance plan to be deleted, and select the delete icon in the Actions column.

  2. At the Confirm Delete prompt, select OK.
  3. When you finish making changes, select 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. If you need help with these columns, contact your Syntellis Implementation Consultant or Syntellis Support.

INSPLANID - Axiom ID associated with the insurance plan.

INSPLAN - Code used to for the insurance plan.

The system will not let you 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 - 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.

ENTITY - Entity associated with the insurance plan.

FinClass - Financial class code.

Payor - Code associated with the insurance plan payor.

PlanCode - Plan associated with the insurance plan code.