[SO/URSA-CORE] Patient Timelines of Any Plan Membership

  • Published on Apr 10, 2026
  • 4 minute(s) read
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Object Description

One record per patient timeline period in which the patient had at least one active plan membership.

Metadata

  • Table Name: ursa.so_ursa_core_pat_005
  • Layer: SYNTHETIC_OBJECT
  • Object Type: Complex Timeline
  • Temporal Class: Interval (Timeline)
  • Case ID: Patient ID
  • Interval Start Date: Period Start Date
  • Interval End Date: Period End Date
  • Primary Key: Patient ID, Period Start Date, Period End Date

Published Fields

  • Data Model Keys

    • Patient ID -- The internal database identifier (used, e.g., for joins and primary keys) for the patient. This value is typically mastered, i.e., all records for the same patient, regardless of the source data system from which that record originated, should have the same Patient ID value. (Note that while the mastered Patient ID value might resemble a local identifier used in one of the upstream data sources, this does not indicate any special priority of that source system in determining the characteristics of the patient.) (See also [URSA-CORE] Patient)
    • Primary Plan ID -- The identifier for the health insurance plan product that is the first party responsible for payment.
    • Primary Payor ID -- The internal database identifier (used, e.g., for joins and primary keys) for the Primary Payor. (See also [URSA-CORE] Primary Payor)
    • Primary Plan Attributee Provider ID
    • Primary Plan Attributee Individual Provider ID
    • Primary Plan Attributee Provider Group Provider ID
    • Primary Plan Attributee Provider Contract ID

  • Date Fields

    • Period Start Date -- The date identifying the start of a period of time. Period Start Date values are inclusive; e.g., a period with Period Start Date = January 1 would begin be considered to begin at 00:00 on January 1.
    • Period End Date -- The date identifying the end of an period of time. Period End Date values are exclusive; e.g., a period with Period End Date = January 1 would begin be considered to end at precisely 00:00 on January 1 (meaning that the period did not include any time on January 1).
    • Current Continuous Primary Payor Membership Episode Start Date -- The start date of the Continuous Primary Payor Membership Episode in effect as of the (potentially historical) period covered by the record. (See also [URSA-CORE] Continuous Primary Payor Membership Episode)
    • Current Continuous Primary Payor Membership Episode End Date -- The end date of the Continuous Primary Payor Membership Episode in effect as of the (potentially historical) period covered by the record. Values follow the standard exclusive convention for Period End Dates. (See also [URSA-CORE] Continuous Primary Payor Membership Episode, [URSA-CORE] Period End Date)

  • Patient Fields

    • Primary Plan Employer Description

  • Metadata Fields

    • Last Continuous Primary Payor Membership Episode Start Date -- The start date of the most recent prior completed Continuous Primary Payor Membership Episode as of the (potentially historical) period covered by the record. (See also [URSA-CORE] Continuous Primary Payor Membership Episode)
    • Last Continuous Primary Payor Membership Episode End Date -- The end date of the most recent prior completed Continuous Primary Payor Membership Episode as of the (potentially historical) period covered by the record. Values follow the standard exclusive convention for Period End Dates. (See also [URSA-CORE] Continuous Primary Payor Membership Episode, [URSA-CORE] Period End Date)
    • Last Continuous Primary Payor Membership Episode Payor ID
    • Next Continuous Primary Payor Membership Episode Start Date -- The start date of the next Continuous Primary Payor Membership Episode starting after the (potentially historical) period covered by the record. (See also [URSA-CORE] Continuous Primary Payor Membership Episode)
    • Next Continuous Primary Payor Membership Episode End Date -- The end date of the next Continuous Primary Payor Membership Episode starting after the (potentially historical) period covered by the record. Values follow the standard exclusive convention for Period End Dates. (See also [URSA-CORE] Continuous Primary Payor Membership Episode, [URSA-CORE] Period End Date)
    • Next Continuous Primary Payor Membership Episode Payor ID

  • Insurance Fields

    • Primary Plan Financial Class Description
    • Is Primary Plan Coverage Type Medical
    • Is Primary Plan Coverage Type Pharmacy
    • Is Primary Plan Financial Class Commercial
    • Is Primary Plan Financial Class Medicare FFS
    • Is Primary Plan Financial Class Medicare Advantage
    • Is Primary Plan Financial Class Medicaid
    • Is Primary Plan Financial Class Other
    • Count Active Plan Memberships
    • Count Distinct Payors with Active Plan Membership
    • Is Any Plan Coverage Type Medical
    • Is Any Plan Coverage Type Pharmacy
    • Is Any Plan Financial Class Commercial
    • Is Any Plan Financial Class Medicare FFS
    • Is Any Plan Financial Class Medicare Advantage
    • Is Any Plan Financial Class Medicaid
    • Is Any Plan Financial Class Other
    • Member HICN
    • Member MBI
    • Is CMS Hospice Status -- Indicates the patient is considered to be Hospice status.
    • Is CMS ESRD Status -- Indicates the patient meets the Medicare ESRD eligibility criterion as of a particular date; can be derived from the CMS Medicare Beneficiary Status Code. (See also [URSA-CORE] CMS Medicare Beneficiary Status Code)
    • Is CMS LTI Status -- Indicates the patient meets the CMS criteria to be considered a Long-Term Institutional (LTI) patient. Among other potential uses, this status is used in the calculation of RAF scores.
    • Is Dual Medicare-Medicaid Enrolled -- Indicates that the patient is concurrently enrolled in both Medicare and Medicaid programs. (Identifies the population often described as "dually eligible" or "duals".)
    • CMS Dual Status Code -- The standard 2-character CMS Dual Status Code, which identifies the patient's most recent entitlement status for Medicaid and other qualifying non-Medicare programs; e.g., 01 = QMB only, 02 = QMB + full Medicaid, etc.
    • Member Medicaid Number

Foreign Keys

  • primary_plan_id → ursa.no_ursa_core_struct_005.plan_id
  • primary_payor_id → ursa.no_ursa_core_struct_004.payor_id
  • primary_plan_attributee_prov_id → ursa.no_ursa_core_prov_001.prov_id