Insurance: Relationship to subscriber

[beacondental]

Is there a way to add the GET and POST function for Relationship to subscriber
https://opendental.com/site/apiinssubs.html

[DerekR]

Hello beacondental,

The relationship to an insurance subscriber is stored in the PatPlan table. We currently have PatPlans GET, PUT, and POST which should assist with your workflow. Please See https://www.opendental.com/site/apipatplans.html for more information.

This post from SLeon might also be helpful as it details all the steps required for setting up insurance for a patient.

Good morning Omar,

The form you are referring to inserts rows into the insplan, inssub, and patplan tables. To add a new insurance plan for a patient and "Create New Plan if Needed" via the API you will do the following:

1. Use Patients POST to create a new patient.
2. If you don't already have the data cached, use Carriers GET to determine which carrier the new plan will be under.
3. Use InsPlans POST to create a new insurance plan. You will use the CarrierNum from Step 2 in your JSON.
4. Use InsSubs POST to subscribe the patient to this new insurance plan. You will use the PatNum from Step 1 and the PlanNum from Step 3.
5. Finally, use PatPlans POST to indicate plan coverage for the patient. You will use the PatNum from Step 1 and the InsSubNum from Step 4.