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This page contains details on how to trigger Eligibility by creating Member Plan and and refresh Member Plan over a period of time :

  1. Required fields to create Member Plan

  2. How to refresh Member Plan

Info

Required Fields to Create Member Plan

Below is the list Of Fields that are required to Create a Member Plan Record –

Field Name

Field API Name

Name

Name

First Name

medicalcoverage__First_Name__c

Last Name

medicalcoverage__Last_Name__c

Birth Date

medicalcoverage__Birth_Date__c

Member Number

MemberNumber

Payer Name

medicalcoverage__Payer_Name__c

Payer Id

medicalcoverage__Payer_Id__c 

NPI

medicalcoverage__NPI__c  

API Status

medicalcoverage__API_Status__c

As Of Date

medicalcoverage__As_of_Date__c

Member

MemberId

PrimarySecondary Tertiary

medicalcoverage__PrimarySecondaryTertiary__c

Sample Apex Code Snippet to Create a Member Plan Record

Code Block
MemberPlan oMemberPlan = new MemberPlan();
oMemberPlan.Name = 'Primary-CIGNA(62308)';
oMemberPlan.medicalcoverage__First_Name__c = ‘First Name’;
oMemberPlan.medicalcoverage__Last_Name__c = ‘Last Name’;
oMemberPlan.medicalcoverage__Birth_Date__c = Date.parse('9/7/1986') ;
oMemberPlan.MemberNumber  = ‘Member#’;
oMemberPlan.medicalcoverage__Payer_Name__c = ‘Payer Name’;
oMemberPlan.medicalcoverage__Payer_Id__c  = ‘Payer ID’;
oMemberPlan.medicalcoverage__NPI__c   = '1578505947';
oMemberPlan.MemberId = ‘Member Id’;
oMemberPlan.medicalcoverage__API_Status__c = 'Processing';
oMemberPlan.medicalcoverage__As_of_Date__c = System.today();
oMemberPlan.medicalcoverage__PrimarySecondaryTertiary__c = 'Primary';
insert oMemberPlan;   

Info

How to Refresh Member Plan Record

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