Benefit API Issue

[omar22]

Hello,

I am struggling with the CovCatNum and how to input the percent for diff categories such as diagnostic, x-ray, routine preventative etc. I used the covcatnums defined in the documentation, but it works for some clinics and doesnt work for others. I really need help with this, as it's causing urgent issues with my clinics.

Thank you in advance!
Omar

[SLeon]

We are looking into this now. Can you please elaborate on the error you are receiving? A payload of the API requests that are and are not working would also be helpful. When you query for the CovCatNum, are you only using those that have "IsHidden" values of "false" for your Benefits POST requests?

[omar22]

Is there anyone I can share my screen with to show the issue? It's not necessarily an error, it's more so that the same covcatnum, doesnt always equate to the same category across dental clinics

[omar22]

For example, in the image attached, the coinsurance were posted for all the categories, yet it didnt populate into Open Dental for this clinic. Typically it would for other clinics.

[SLeon]

Like the Definitions table, the CovCat table allows dental office to create customer Insurance Coverage categories. These will be unique to each dental office.

We are in the process of developing CovCats GET for this purpose.

In the meantime, you can use a Queries PUT ShortQuery request to see the list for a given office:

Code: Select all

{
"SqlCommand":"SELECT * FROM covcat WHERE IsHidden=0"
}

Use one of the returned CovCatNums in your Benefit POST request.

Edit to reflect second post: Uncheck the 'Simplified View" checkbox. The API documentation describes Benefits as they appear in the "Row View" of the form.

[omar22]

Is there a way to unify this? Like if we can create an option for CovCat which is words, not numbers? For example CovCatNum=X-ray or something similar to that?
alternatively, is there a way to edit the covcatnum for the dental offices?
thanks again

[JTS]

Word matching would not be possible, as the CovCat table supports rows with duplicate Description and EbenefitCat fields. The CovCats GET resource, which is now on our development list, will return CovCatNums for use in Benefits POST and PUT, alongside other column values to help you make informed decisions about which CovCat to use for each unique dental office.

There is no way to edit the CovCatNum of a CovCat, since it is the primary key.

[justine]

CovCats GET is complete and is available the version 23.3.8.

Please see CovCats for more information.

Thanks!