@rinse-dental/open-dental 3.4.2 → 4.0.2

package/docs/Open Dental 2026-04-22/apichartmodules.md

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+# API: ChartModules
+
+**Source:** https://www.opendental.com/site/apichartmodules.html
+**Extracted:** 2026-04-22
+**Base Path:** `/chartmodules`
+
+---
+
+## Overview
+ChartModules provides read-only access to patient chart data, including progress notes, patient demographic information panels, and planned appointments. It mirrors the key views visible in the Open Dental chart module UI.
+
+---
+
+## Endpoints
+
+### GET /chartmodules/{PatNum}/ProgNotes
+
+**Version:** 21.4
+**Description:** Returns a list of progress note entries for a patient, covering appointments, commlogs, tasks, emails, lab cases, prescriptions, sheets, and procedures.
+
+**Path Parameters:**
+| Name | Type | Required | Description |
+|------|------|----------|-------------|
+| PatNum | integer | Yes | Patient number |
+
+**Query Parameters:**
+| Name | Type | Required | Default | Description |
+|------|------|----------|---------|-------------|
+| Offset | integer | No | 0 | Pagination offset |
+
+**Response:** array of objects
+| Field | Type | Description |
+|-------|------|-------------|
+| ObjectType | string | Type of object: Appointment, Commlog, Task, Email, LabCase, Rx, Sheet |
+| PrimaryKey | integer | Primary key corresponding to ObjectType |
+| Date | string | Human-readable date (MM/DD/YYYY) |
+| Time | string | Human-readable time (H:MMa/p) |
+| DateTime | string | ISO format datetime |
+| Th | string | ToothNum for Procedure; blank otherwise |
+| Surf | string | Tooth surface for Procedure; blank otherwise |
+| Dx | string | Diagnosis description |
+| Description | string | Object description |
+| Note | string | Additional notes |
+| Stat | string | Procedure status (e.g., "TP"); blank otherwise |
+| Prov | string | Provider abbreviation |
+| ProvNum | integer | Provider number |
+| Amount | string | ProcFee for Procedure; blank otherwise |
+| ProcCode | string | Procedure code (e.g., "D0220"); blank otherwise |
+| User | string | Creator name (Commlog, Email, Rx only) |
+| Signed | string | "Signed" if signature present; blank otherwise |
+| Length | string | Appointment length (HH:mm format) |
+| Abbr | string | Procedure abbreviation |
+| Clinic | string | Clinic abbreviation |
+| ClinicNum | integer | Clinic number |
+
+**Status Codes:**
+| Code | Meaning |
+|------|---------|
+| 200 | OK |
+| 404 | Patient not found |
+
+---
+
+### GET /chartmodules/{PatNum}/PatientInfo
+
+**Version:** 22.1
+**Description:** Returns an array of field-content pairs representing the patient information panel displayed in the chart module.
+
+**Path Parameters:**
+| Name | Type | Required | Description |
+|------|------|----------|-------------|
+| PatNum | integer | Yes | Patient number |
+
+**Response:** array of field-content pair objects
+| Field | Description |
+|-------|-------------|
+| Age | Patient age |
+| ABC0 | Credit rating or personal attributes |
+| Billing Type | Patient's billing classification |
+| Referred From | Referral source |
+| Date First Visit | First visit date |
+| Prov. (Pri, Sec) | Comma-separated abbreviations for primary and secondary providers |
+| Pri Ins | Primary insurance plan |
+| Sec Ins | Secondary insurance plan |
+| Payor Types | Payment system identifier |
+| Premedicate | Pre-appointment medications |
+| Problem - [Name] | Patient problems (or "None") |
+| Med Urgent | Medical urgent notes |
+| Medical Summary | Medical summary notes |
+| Service Notes | Patient service notes |
+| Medication - [Name] | Patient medications (or "None") |
+| Allergy - [Name] | Patient allergies (or "None") |
+| Pat Restrictions | Patient restrictions (or "None") |
+
+**Status Codes:**
+| Code | Meaning |
+|------|---------|
+| 200 | OK |
+
+---
+
+### GET /chartmodules/{PatNum}/PlannedAppts
+
+**Version:** 22.2
+**Description:** Returns a list of planned appointments for a patient.
+
+**Path Parameters:**
+| Name | Type | Required | Description |
+|------|------|----------|-------------|
+| PatNum | integer | Yes | Patient number |
+
+**Response:** array of objects
+| Field | Type | Description |
+|-------|------|-------------|
+| AptNum | integer | Planned appointment number |
+| ProvNum | integer | Associated provider number |
+| ItemOrder | integer | Planned appointment sequence order |
+| minutes | integer | Appointment duration in minutes |
+| ProcDescript | string | Attached procedure(s) description |
+| Note | string | Appointment note |
+| dateSched | string | Linked scheduled appointment datetime |
+| AptStatus | string | Appointment status (e.g., "Planned") |
+
+**Status Codes:**
+| Code | Meaning |
+|------|---------|
+| 200 | OK |
+| 404 | Patient not found |
+
+---
+
+## Implementation Notes
+- `Offset` on ProgNotes enables pagination for patients with large chart histories.
+- `Amount`, `Th`, `Surf`, `Stat`, `ProcCode`, `Signed`, `Length`, `User` fields are conditionally populated depending on ObjectType.
+- PatientInfo returns label-value pairs; field names match the Open Dental chart module UI labels exactly.

package/docs/Open Dental 2026-04-22/apiclaimpayments.md

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+# API: ClaimPayments
+
+**Source:** https://www.opendental.com/site/apiclaimpayments.html
+**Extracted:** 2026-04-22
+**Base Path:** `/claimpayments`
+
+---
+
+## Overview
+ClaimPayments are used to finalize insurance payments received for dental claims. They link insurance checks to ClaimProcs and support both single-claim and batch (multi-claim) payment workflows. This resource is complex and requires ClaimProcs to be in a received/supplemental state with InsPayAmt finalized before use.
+
+---
+
+## Endpoints
+
+### GET /claimpayments/{ClaimPaymentNum}
+
+**Version:** 23.2.15
+**Description:** Retrieves a single claim payment record.
+
+**Path Parameters:**
+| Name | Type | Required | Description |
+|------|------|----------|-------------|
+| ClaimPaymentNum | integer | Yes | Claim payment identifier |
+
+**Response:** object
+| Field | Type | Description |
+|-------|------|-------------|
+| ClaimPaymentNum | integer | Primary key |
+| CheckDate | string | Date of the check |
+| CheckAmt | decimal | Check amount |
+| CheckNum | string | Check number |
+| BankBranch | string | Bank branch |
+| Note | string | Payment note |
+| ClinicNum | integer | FK to clinic |
+| DepositNum | integer | FK to deposit |
+| CarrierName | string | Insurance carrier name |
+| DateIssued | string | Date check issued by carrier |
+| IsPartial | boolean | True if partial payment |
+| PayType | integer | Definition.DefNum (Category=32) |
+| payType | string | Definition item name for PayType |
+| SecUserNumEntry | integer | FK to userod; user who created record |
+| SecDateEntry | string | Date record was created |
+| SecDateTEdit | string | Last modified timestamp |
+| PayGroup | integer | Definition.DefNum (Category=40) |
+| payGroup | string | Definition item name for PayGroup |
+
+**Status Codes:**
+| Code | Meaning |
+|------|---------|
+| 200 | OK |
+| 404 | Not Found |
+
+---
+
+### GET /claimpayments
+
+**Version:** 23.2.15
+**Description:** Retrieves multiple claim payment records, optionally filtered by last edit date.
+
+**Query Parameters:**
+| Name | Type | Required | Default | Description |
+|------|------|----------|---------|-------------|
+| SecDateTEdit | string | No | — | Returns payments edited on or after this datetime (yyyy-MM-dd HH:mm:ss) |
+
+**Response:** array of claim payment objects (same fields as single GET)
+
+**Status Codes:**
+| Code | Meaning |
+|------|---------|
+| 200 | OK |
+| 400 | Bad Request |
+
+---
+
+### POST /claimpayments
+
+**Version:** 22.4.8
+**Description:** Finalizes a claim payment for a single claim. Cannot be used if office preference `ClaimPaymentBatchOnly` is true.
+
+**Body Parameters:**
+| Name | Type | Required | Description |
+|------|------|----------|-------------|
+| claimNum | integer | Yes | FK to claim.ClaimNum |
+| CheckAmt | decimal | Yes | Must match total ClaimProcs InsPayAmt |
+| CheckDate | string | No | Format yyyy-MM-dd; default = today |
+| CheckNum | string | No | Check number |
+| BankBranch | string | No | Bank branch |
+| Note | string | No | Payment note |
+| ClinicNum | integer | No | Default = claim's ClinicNum |
+| CarrierName | string | No | Default = InsPlan's CarrierName |
+| DateIssued | string | No | Format yyyy-MM-dd; check date from carrier |
+| PayType | integer | No | Definition.DefNum (Category=32); default = first definition |
+| PayGroup | integer | No | Definition.DefNum (Category=40); default = first definition |
+
+**Response:** claim payment object with newly assigned ClaimPaymentNum
+
+**Status Codes:**
+| Code | Meaning |
+|------|---------|
+| 201 | Created |
+| 400 | Bad Request |
+| 404 | Not Found |
+
+---
+
+### POST /claimpayments/Batch
+
+**Version:** 24.2.18
+**Description:** Creates a batch claim payment spanning multiple claims.
+
+**Body Parameters:**
+| Name | Type | Required | Description |
+|------|------|----------|-------------|
+| claimNums | array of integers | Yes | Array of claim identifiers, e.g. [1,2,3] |
+| CheckAmt | decimal | Yes | Total check amount; sets IsPartial=true if less than sum of ClaimProcs InsPayAmt |
+| CheckDate | string | No | Format yyyy-MM-dd; default = today |
+| CheckNum | string | No | Check number |
+| BankBranch | string | No | Bank branch |
+| Note | string | No | Payment note |
+| ClinicNum | integer | No | Default = 0 |
+| CarrierName | string | No | Default = first claim's InsPlan CarrierName |
+| DateIssued | string | No | Format yyyy-MM-dd; default = "0001-01-01" |
+| PayType | integer | No | Definition.DefNum (Category=32) |
+| PayGroup | integer | No | Definition.DefNum (Category=40) |
+
+**Response:** claim payment object with newly assigned ClaimPaymentNum
+
+**Status Codes:**
+| Code | Meaning |
+|------|---------|
+| 201 | Created |
+| 400 | Bad Request |
+| 404 | Not Found |
+
+---
+
+### PUT /claimpayments/{ClaimPaymentNum}
+
+**Version:** 23.2.15
+**Description:** Updates an existing claim payment record.
+
+**Path Parameters:**
+| Name | Type | Required | Description |
+|------|------|----------|-------------|
+| ClaimPaymentNum | integer | Yes | Claim payment identifier |
+
+**Body Parameters:**
+| Name | Type | Required | Description |
+|------|------|----------|-------------|
+| CheckAmt | decimal | No | Added v25.2.26; updates amount, sets IsPartial if needed |
+| CheckNum | string | No | Check number |
+| BankBranch | string | No | Bank branch |
+| Note | string | No | Replaces existing note |
+| CarrierName | string | No | For reporting purposes |
+| PayType | integer | No | Definition.DefNum (Category=32) |
+| PayGroup | integer | No | Definition.DefNum (Category=40) |
+
+**Response:** updated claim payment object
+
+**Status Codes:**
+| Code | Meaning |
+|------|---------|
+| 200 | OK |
+| 400 | Bad Request |
+| 404 | Not Found |
+
+---
+
+### DELETE /claimpayments/{ClaimPaymentNum}
+
+**Version:** 24.3.13
+**Description:** Deletes a claim payment. Cannot delete if associated with an EOB or deposit.
+
+**Path Parameters:**
+| Name | Type | Required | Description |
+|------|------|----------|-------------|
+| ClaimPaymentNum | integer | Yes | Claim payment identifier |
+
+**Response:** 200 No Content on success
+
+**Status Codes:**
+| Code | Meaning |
+|------|---------|
+| 200 | OK |
+| 400 | Bad Request (associated with EOB or deposit) |
+| 404 | Not Found |
+
+---
+
+## Implementation Notes
+- Before POST/Batch: ClaimProcs must have Status = "Received" or "Supplemental" and InsPayAmt finalized; Claim.ClaimStatus must be "R".
+- ClaimProc.InsPayAmt cannot be updated once ClaimPaymentNum is assigned to it.
+- Batch operations do not link Deposits or attach EOBs.
+- Single claim POST is blocked when office preference `ClaimPaymentBatchOnly` is true.
+- `IsPartial` is automatically set to true when `CheckAmt` differs from the sum of ClaimProcs InsPayAmt.
+- `PayType` references Definition Category=32; `PayGroup` references Definition Category=40.
+
+---
+
+## Related Resources
+| Resource | Purpose |
+|----------|---------|
+| ClaimProcs | Must be updated to Received/Supplemental status before payment finalization |
+| Claims | ClaimStatus must be "R" before payment |
+| Definitions | Source of PayType (Cat=32) and PayGroup (Cat=40) values |

package/docs/Open Dental 2026-04-22/apiclaimprocs.md

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+# API: ClaimProcs
+
+**Source:** https://www.opendental.com/site/apiclaimprocs.html
+**DB Schema Ref:** claimproc
+**Extracted:** 2026-04-22
+**Base Path:** `/claimprocs`
+
+---
+
+## Overview
+ClaimProcs link procedures to claims, link insurance payments to procedures or claims, and store insurance estimates for procedures not yet on a claim. A single procedure may have multiple ClaimProc rows if insurance made more than one payment. Many fields are optional depending on the use case.
+
+---
+
+## Endpoints
+
+### GET /claimprocs/{ClaimProcNum}
+
+**Version:** 25.1.27
+**Description:** Retrieves a single ClaimProc record by its primary key.
+
+**Path Parameters:**
+| Name | Type | Required | Description |
+|------|------|----------|-------------|
+| ClaimProcNum | integer | Yes | FK / primary key of the ClaimProc |
+
+**Response:** object
+| Field | Type | Description |
+|-------|------|-------------|
+| ClaimProcNum | integer | Primary key |
+| ProcNum | integer | FK to procedurelog.ProcNum; 0 for total payments or Canadian carrier-issued procedures |
+| ClaimNum | integer | FK to claim.ClaimNum; 0 for estimates, adjustments, and capitation |
+| PatNum | integer | FK to patient.PatNum; must match claim.PatNum |
+| ProvNum | integer | FK to provider.ProvNum |
+| FeeBilled | decimal | Fee billed to insurance; may differ from actual procedure fee |
+| InsPayEst | decimal | Estimated insurance payment after all adjustments |
+| DedApplied | decimal | Deductible applied to this procedure (0 if none) |
+| Status | string | ClaimProcStatus enum value (see Field Reference) |
+| InsPayAmt | decimal | Actual insurance payment amount |
+| Remarks | string | EOB remarks from insurance about the procedure |
+| ClaimPaymentNum | integer | FK to claimpayment.ClaimPaymentNum (insurance check) |
+| PlanNum | integer | FK to insplan.PlanNum |
+| DateCP | date | Payment date used for payment reports |
+| WriteOff | decimal | Amount not covered by insurance, written off |
+| CodeSent | string | Procedure code sent to insurance (may differ from actual code) |
+| AllowedOverride | decimal | Override for allowed/UCR fee; -1 indicates blank |
+| Percentage | integer | Insurance coverage percentage (auto-calculated); -1 if blank |
+| PercentOverride | integer | User-set coverage percentage override 0-100; -1 if no override |
+| CopayAmt | decimal | Calculated copay amount; -1 if blank |
+| NoBillIns | boolean | If true, procedure is not billed to this insurance plan |
+| PaidOtherIns | decimal | Amount paid/estimated by lower-order insurance; -1 if blank |
+| BaseEst | decimal | Base estimate: (fee or allowedOverride - copay) × percentage |
+| CopayOverride | decimal | User-set copay override; -1 if blank |
+| ProcDate | date | Date of the procedure |
+| DateEntry | date | Date status was changed to Received or Supplemental |
+| DedEst | decimal | Estimated deductible; -1 if blank |
+| DedEstOverride | decimal | Override for DedEst; -1 if blank |
+| InsEstTotal | decimal | Total insurance estimate (BaseEst minus ded, paidOtherIns, overAnnualMax) |
+| InsEstTotalOverride | decimal | Override for InsEstTotal; -1 if blank |
+| PaidOtherInsOverride | decimal | Override for PaidOtherIns; -1 if blank |
+| EstimateNote | string | Auto-generated note about over-max, exclusions, and limitations |
+| WriteOffEst | decimal | Estimated write-off (PPO); -1 if blank |
+| WriteOffEstOverride | decimal | Override for WriteOffEst; -1 if blank |
+| ClinicNum | integer | FK to clinic.ClinicNum; 0 if no clinic |
+| InsSubNum | integer | FK to inssub.InsSubNum |
+| PaymentRow | integer | 1-indexed sort order for payments on an EOB |
+| PayPlanNum | integer | FK to payplan.PayPlanNum; 0 if not attached |
+| ClaimPaymentTracking | integer | FK to definition.DefNum (Category=36) |
+| claimPaymentTracking | string | Definition item name for ClaimPaymentTracking |
+| SecUserNumEntry | integer | FK to userod; user who created the row |
+| SecDateEntry | date | Date the row was inserted |
+| SecDateTEdit | string | Auto-updated timestamp of last modification |
+| DateSuppReceived | date | Date first set to Received or Supplemental |
+| DateInsFinalized | date | Date of the first ClaimPayment for the claim |
+| IsTransfer | boolean | True if created by Income Transfer Manager to reallocate "As Total" payments |
+| ClaimAdjReasonCodes | string | Comma-delimited ERA Claim Adjustment Reason Codes |
+
+**Status Codes:**
+| Code | Meaning |
+|------|---------|
+| 200 | OK |
+| 400 | Bad Request |
+| 404 | Not Found |
+
+---
+
+### GET /claimprocs
+
+**Version:** 22.2.33
+**Description:** Retrieves a list of ClaimProcs with optional filtering.
+
+**Query Parameters:**
+| Name | Type | Required | Default | Description |
+|------|------|----------|---------|-------------|
+| ProcNum | integer | No | — | Added v23.2.16; FK to procedurelog.ProcNum |
+| ClaimNum | integer | No | — | Optional after v23.2.16; FK to claim.ClaimNum |
+| PatNum | integer | No | — | Optional after v23.2.16; FK to patient.PatNum |
+| Status | string | No | — | Added v24.4.13; one of: NotReceived, Received, Preauth, Adjustment, Supplemental, CapClaim, Estimate, CapComplete, CapEstimate, InsHist |
+| ClaimPaymentNum | integer | No | — | Added v23.2.16; FK to claimpayment.ClaimPaymentNum |
+
+**Response:** array of ClaimProc objects (same fields as single GET)
+
+**Status Codes:**
+| Code | Meaning |
+|------|---------|
+| 200 | OK |
+| 400 | Bad Request |
+| 404 | Not Found |
+
+---
+
+### PUT /claimprocs/{ClaimProcNum}
+
+**Version:** 22.3.33
+**Description:** Updates a ClaimProc using the same calculations as the Open Dental application. Recalculates associated claim totals. Cannot update ClaimProcs with `IsTransfer=true` or Status of Adjustment, InsHist, CapClaim, CapComplete, or CapEstimate.
+
+**Path Parameters:**
+| Name | Type | Required | Description |
+|------|------|----------|-------------|
+| ClaimProcNum | integer | Yes | ClaimProc primary key |
+
+**Body Parameters:**
+| Name | Type | Required | Description |
+|------|------|----------|-------------|
+| ProvNum | integer | No | Provider; follows ProcProvChangesClaimProcWithClaim preference |
+| FeeBilled | decimal | No | Amount billed to insurance |
+| DedApplied | decimal | No | Deductible applied; matches DedEstOverride when Status is NotReceived or Preauth |
+| Status | string | No | NotReceived, Received, Preauth, Supplemental, or Estimate; setting to Received/Supplemental updates DateEntry |
+| InsPayAmt | decimal | No | Actual insurance payment; cannot update once attached to a check |
+| Remarks | string | No | EOB remarks; overwrites existing |
+| ClaimPaymentNum | integer | No | Added v24.3.24; attach to partial ClaimPayment; use 0 to detach |
+| WriteOff | decimal | No | Amount written off |
+| CodeSent | string | No | Procedure code sent to insurance; validate with ProcedureCodes GET |
+| PercentOverride | integer | No | 0-100; use -1 for no override |
+| NoBillIns | string | No | Added v23.2.10; "true" or "false"; when true removes all estimates and override values |
+| CopayOverride | decimal | No | Based on copay fee schedule; use -1 for no override |
+| DedEstOverride | decimal | No | Patient annual deductible override; use -1 for no override |
+| InsEstTotalOverride | decimal | No | Estimated insurance payment override; use -1 for no override |
+| PaidOtherInsOverride | decimal | No | Amounts paid by lower-order insurance override; use -1 for no override |
+| WriteOffEstOverride | decimal | No | Write-off amount override (PPOs); use -1 for no override |
+| ClaimPaymentTracking | integer | No | FK to Definition.DefNum (Category=36); tracks payment info/rejection reasons |
+
+**Response:** updated ClaimProc object with all fields
+
+**Status Codes:**
+| Code | Meaning |
+|------|---------|
+| 200 | OK |
+| 400 | Bad Request |
+| 404 | Not Found |
+
+---
+
+### PUT /claimprocs/InsAdjust
+
+**Version:** 21.1
+**Description:** Adds or modifies an insurance adjustment ClaimProc. If `insUsed` exactly matches existing payments, any adjustment ClaimProc is deleted.
+
+**Body Parameters:**
+| Name | Type | Required | Description |
+|------|------|----------|-------------|
+| PatPlanNum | integer | Yes | Patient insurance plan identifier |
+| insUsed | decimal | Conditional | Total insurance used; required if deductibleUsed not provided |
+| deductibleUsed | decimal | Conditional | Total deductible used; required if insUsed not provided |
+| date | string | No | Benefit year date yyyy-MM-dd; defaults to current date |
+
+**Response:** 200 OK regardless of outcome (ClaimProcs may be added or deleted)
+
+**Status Codes:**
+| Code | Meaning |
+|------|---------|
+| 200 | OK |
+
+---
+
+### POST /claimprocs/InsAdjust
+
+**Version:** 23.2.5
+**Description:** Creates an insurance adjustment ClaimProc with Status="Adjustment".
+
+**Body Parameters:**
+| Name | Type | Required | Description |
+|------|------|----------|-------------|
+| PatPlanNum | integer | Yes | Patient insurance plan identifier |
+| insUsed | decimal | No | Total insurance used; default 0 |
+| deductibleUsed | decimal | No | Total deductible used; default 0 |
+| date | string | No | Format yyyy-MM-dd; default current date |
+
+**Response:** created ClaimProc object with Status="Adjustment"
+
+**Status Codes:**
+| Code | Meaning |
+|------|---------|
+| 201 | Created |
+| 400 | Bad Request |
+| 404 | Not Found |
+
+---
+
+### POST /claimprocs/Supplemental
+
+**Version:** 25.2.7
+**Description:** Creates a ClaimProc with Status="Supplemental" for supplemental insurance payments.
+
+**Body Parameters:**
+| Name | Type | Required | Description |
+|------|------|----------|-------------|
+| ClaimProcNum | integer | Yes | Reference to existing ClaimProc |
+| InsPayAmt | decimal | No | Insurance payment amount; default 0 |
+
+**Response:** created ClaimProc object with Status="Supplemental"
+
+**Status Codes:**
+| Code | Meaning |
+|------|---------|
+| 201 | Created |
+| 400 | Bad Request |
+| 404 | Not Found |
+
+---
+
+## Field Reference
+
+### Status (enum: ClaimProcStatus)
+| Value | DB Int | Description |
+|-------|--------|-------------|
+| NotReceived | 0 | Claims created or sent but not yet received |
+| Received | 1 | Claims that have been received |
+| Preauth | 2 | Preauthorizations |
+| Adjustment | 3 | Benefit adjustments from coverage window; never attached to a claim |
+| Supplemental | 4 | Additional payments on procedures already received; most fields blank |
+| CapClaim | 5 | Capitation claim; always has a duplicate CapComplete ClaimProc for the same procedure |
+| Estimate | 6 | Replaces old procedure-table estimate fields; may be attached to a claim (becomes NotReceived) |
+| CapComplete | 7 | Completed capitation procedure; stores copay and writeoff; never attached to a claim |
+| CapEstimate | 8 | Capitation estimate; becomes CapComplete when procedure completes |
+| InsHist | 9 | Insurance history procedures (Existing Other / EO procs) |
+
+---
+
+## Implementation Notes
+- Override fields (`PercentOverride`, `CopayOverride`, `DedEstOverride`, `InsEstTotalOverride`, `PaidOtherInsOverride`, `WriteOffEstOverride`, `AllowedOverride`) use -1 to represent no override (blank).
+- `InsPayAmt` cannot be updated once the ClaimProc is attached to a ClaimPayment check.
+- BlueBook values are not updated by the API.
+- Editing a received ClaimProc may delete associated Income Transfers.
+- PUT cannot be used on ClaimProcs with `IsTransfer=true` or Status of Adjustment, InsHist, CapClaim, CapComplete, or CapEstimate.
+- Setting Status to Received or Supplemental automatically updates `DateEntry` to the current time.
+
+---
+
+## Related Resources
+| Resource | Purpose |
+|----------|---------|
+| Claims | Parent claim record |
+| ClaimPayments | Insurance check linked via ClaimPaymentNum |
+| Definitions | ClaimPaymentTracking (Category=36) |
+| ProcedureCodes | Validate CodeSent values |