Insurance Billing Data

Table of Contents

Insurance Plan
Lab Invoice
Insurance Company
Insurance Agent

Entity Types

Custom Entity Extended Entity

Field Types

Custom Field, Default Field, Foreign Key (Lookup)

Insurance Plan

Custom

Field	Dynamics Datatype	Description
ID	Primary key	Insurance plan ID (member ID)
Policy Number	Single line of text	Patient’s insurance policy number
Group Number	Single line of text	Patient’s insurance group number
Plan Type	Option set	PPO, HMO, POS
Deductible	Currency	Insurance plan deductible, expressed in Currency
Insurance Company ID	Lookup	Insurance company foreign key

Lab Invoice

Invoices

Field	Dynamics Datatype	Description
ID	Primary key	Lab invoice ID
Customer	Customer	Account, Contact
Total Price	Currency	Total invoice price, including all itemized Lab Products, expressed in Currency
Invoice Date (Created on)	Date	Date invoice produced
Status	Status	Active or Inactive
Status Reason	Status Reason	(Active) Unpaid, Partially paid; (Inactive) Paid in full, Waived

Insurance Company

Account

Field	Dynamics Datatype	Description
ID	Primary key	Insurance Carrier ID
Name	Single line of text	Insurance company’s name
Address	Single line of text	Carrier address
Phone	Phone	Carrier phone number
Website	URL	Carrier website
Account Type	Option set	Insurance company, service provider
Carrier Type	Option set	Private or Government sponsored

Insurance Agent

Contact

*Not currently included in our CRM solution

Field	Dynamics Datatype	Description
ID	Primary key	Agent ID
First Name	Single line of text	Agent’s first name
Last Name	Single line of text	Agent’s last name
Phone	Phone	Agent’s phone number
Email	Email	Agent’s email address
Fax	Phone	Agent’s fax number
Insurance Carrier ID	Lookup	Insurance carrier foreign key