AccountBillingInformation
Accounts contain information about billing for services, while coverages contain information about insurance payors, benefits, subscribers, and members. This table contains one row for each account record in your system.
| Column Name | Type | Description |
|---|---|---|
| AssociatedPatientIdentifier | VARCHAR | Stores a link to the EPT record used as a source for this requester. |
| AccountAddressDistrictCategoryNumber | INTEGER | The district category number for the account's address. |
| PaymentPlanTotalAmount | NUMERIC | The payment plan total amount. |
| ShouldExtractGuarantorFlag | VARCHAR | This column indicates whether the guarantor should be extracted. If the guarantor is homed it will be extracted, otherwise not: 1-extract, 0-do not extract. |
| HospitalAccountBadDebtUndistributedBalance | NUMERIC | This column stores the total of all undistributed buckets for this guarantor's hospital accounts that are in bad debt when using account-based bad debt. |
| GuarantorPaymentLikelihoodCategory | INTEGER | Category describing the likelihood for this guarantor to pay. |
| GuarantorMilitaryBranchOfService | INTEGER | This column stores the military branch of service to which the guarantor belongs. |
| CoverageLastVerificationDate | DATETIME | Contains the date that the corresponding coverage was last verified. |
| GuarantorState | VARCHAR | The category value of the state in which the guarantor lives. |
| RequestorIsDisplayedInQuickDisclosureIndicator | VARCHAR | Indicates whether a requester can appear in the quick disclosure activity. Y indicates that the requester will appear in the activity. |
| Account | NUMERIC | The amount of the insurance balance on the guarantor as of the time of the extract. |
| GuarantorCity | VARCHAR | The city in which the guarantor lives. |
| AccountUndistributedInsuranceCreditBalance | NUMERIC | Account undistributed credit balance - insurance credits only. |
| GuarantorSynchronizationOwnerAccountIdentifier | NUMERIC | When using guarantor account syncing, this item is the record pointer to the owning guarantor account, if one exists. |
| LastProfessionalBillingSelfPayBalanceUpdateDate | DATETIME | This is updated based on changes to patient balance. |
| GuarantorEmployerStateCategory | VARCHAR | The category number for the state of the guarantor's employer. |
| ProfessionalBillingExternalBadDebtInsuranceBalance | NUMERIC | This value is the Professional Billing external AR bad debt insurance balance. |
| GuarantorEmployerCountyCategory | VARCHAR | The category value corresponding to the county in which the guarantor's employer is located. |
| HospitalAccountLastDemandStatementDate | DATETIME | This column contains the date of the last demand statement to be sent to the guarantor. |
| AccountOverdueNoticeCycleIdentifier | NUMERIC | This column stores the unique identifier for the follow-up cycle record used to determine at what point overdue notices for bills are sent to this guarantor. |
| LastPatientPaymentAmount | NUMERIC | The amount of the most recent patient payment received for this account before the enterprise reporting extract. |
| LastStatementInsuranceBalance | NUMERIC | Last statement's insurance amount |
| PaymentPlanCurrentMissedCount | INTEGER | This item will store the number of payments that are currently late on the payment plan |
| AccountHospitalBillingExternalAccountsReceivableSelfPayBalance | NUMERIC | This item stores the Hospital Billing (HB) external Accounts Receivable (AR) self-pay balance for the account. |
| GuarantorGuestPayLockUtcInstant | DATETIME | The UTC instant when Pay as Guest is locked for the guarantor account. |
| ReleaseOfInformationBillingHouseNumber | VARCHAR | House number for ROI billing address |
| LastEnterpriseInformationalStatementDate | DATETIME | This column stores the date the last enterprise non-demand informational statement was generated. Informational statements are those with no self-pay balance for the guarantor. |
| PaymentPlanDelinquentAmount | NUMERIC | This is the sum of delinquent payment plan payments. |
| FollowUpLastLetterSentDate | DATETIME | Date the last follow-up letter was sent. |
| AccountEmployerIdentifier | VARCHAR | This is the unique ID of the employer record (EEP .1) associated with this account if EAF 6410 is set to 1. This is free text if EAF 6410 is set to 2. |
| DefaultReleaseOfInformationTypeIdentification | NUMERIC | Defines the default release type to be used when the requester is selected within the Release of Information activity. |
| GuarantorBillingAddressCountyCategory | VARCHAR | The category number for the county of the guarantor's billing address. |
| GuarantorRecordIdentifier | NUMERIC | This column stores the unique identifier for the guarantor record. This field will be hidden in a public view of the ACCOUNT table. |
| GuarantorMilitaryRankCode | INTEGER | This column stores the military rank to which the patient's guarantor belongs. |
| GuarantorStatementFrequency | INTEGER | Specifies the statement frequency for this guarantor. Available options are weekly, monthly, bi-weekly, or weekly and end-of-month. |
| BillingStatusExpirationDateTime | DATETIME | Billing status expiration date |
| HospitalBillingUndistributedBalance | NUMERIC | This value is the Hospital Billing undistributed balance on the account, but excludes hospital accounts in external AR or bad debt. |
| GuarantorEmployeeIdentificationNumber | VARCHAR | Employee ID number of the guarantor. |
| AccountExternalHospitalBillingInsuranceBalanceAmount | NUMERIC | This item stores the Hospital Billing (HB) external Accounts Receivable (AR) insurance balance for the account. |
| HospitalBadDebtInsuranceBalance | NUMERIC | This column stores the total of all insurance buckets for this guarantor's hospital accounts that are in bad debt when using account-based bad debt. |
| StatementInterventionRuleIdentifier | VARCHAR | The statement intervention rule that caused the guarantor account to be held in PB statement processing. |
| GuarantorVerificationNextReviewDate | DATETIME | Next date this guarantor's verification should be reviewed. |
| LastLetterFollowUpLevel | INTEGER | This retains the value of the current follow up level (I EAR 3007) when a letter was last generated. |
| ReleaseOfInformationTaxExemptIndicator | VARCHAR | Indicates whether releases of information for this requester are tax-exempt. Y indicates that the requester's releases are tax-exempt. N or a null value indicates that the requester's releases are taxed. |
| CommunityPhysicianOwnerIdentifier | VARCHAR | The Community ID (CID) of the instance that owns this record or line. This is only populated if you use IntraConnect. |
| HospitalAccountPaymentPlanCurrentAmountDue | VARCHAR | Current amount due on a hospital account for a payment plan. |
| RequisitionGrouperGuarantorRelationshipIdentifier | INTEGER | This column stores the unique identifier for the guarantor's relationship to the requisition grouper patient record. |
| GuarantorNextStatementDate | DATETIME | This column contains the date of the next statement to be sent to the guarantor. |
| HospitalBillingBalance | NUMERIC | This value is the Hospital Billing balance on the guarantor. |
| AccountLastFollowUpTaskCycle | NUMERIC | Follow up cycle of last task on an account. |
| PaymentPlanEffectiveDate | DATETIME | This column stores the date when the payment plan becomes effective. This column will only be populated if the guarantor is on a payment plan. |
| AssociatedAccountIdentifier | NUMERIC | Stores a link to the EAR record used as a source for this requester. |
| AccountTypeCategory | INTEGER | Category value associated with the type of account, such as Personal/Family, Worker’s Comp, etc. |
| AccountEmployerPhoneNumber | VARCHAR | The phone number for the employer associated with this account (may contain dashes). |
| GuarantorWorkPhoneNumber | VARCHAR | The guarantor’s work phone number (may contain dashes). |
| GuarantorLastViewedHospitalBillDetailInMyChartDateTime | DATETIME | The date and time when a Hospital Billing detail bill was last viewed in MyChart by this guarantor. The date and time for this column is stored in Universal Coordinated Time (UTC) and can be converted to local time by using the EFN_UTC_TO_LOCAL Clarity database function. |
| GuarantorVerificationStatus | VARCHAR | The category number of the guarantor verification status. |
| HospitalAccountPaymentPlanMonthlyAmountDue | VARCHAR | This column contains the monthly payment due on a hospital account for a payment plan. |
| LastHospitalBillingBalanceNotificationDate | DATETIME | The date on which the last balance notification was sent to the guarantor for their Hospital Billing (HB) / Single Billing Office (SBO) balances. |
| GuarantorPreferredLanguage | VARCHAR | The category value for the preferred language of the guarantor. |
| PaymentPlanCurrentBalance | NUMERIC | The Hospital Billing Payment Plan current balance. |
| IsRequisitionGrouperAccount | VARCHAR | Indicates whether this is a requisition grouper account. |
| GuarantorMobilePhoneNumber | VARCHAR | Mobile phone for guarantor accounts. |
| GuarantorHospitalBillingNoteExpirationDate | DATETIME | This column contains the expiration date of the billing note on this guarantor. |
| AssociatedPatientConfidentialName | VARCHAR | This item contains the confidential name of the associated patient, if it exists. This name is used to determine the confidential nature of the guarantor. |
| GuarantorEmploymentDate | DATETIME | The date the guarantor was employed. |
| ExternalProfessionalBillingBadDebtSelfPayBalance | NUMERIC | This value is the Professional Billing external AR bad debt self-pay balance. |
| CollectorUserIdentifier | VARCHAR | This column stores the unique identifier for the system user who is the collector assigned to this guarantor. This ID may be encrypted if you have elected to use enterprise reporting’s security utility. |
| AssociatedPlaceOfServiceIdentifier | NUMERIC | Stores a link to the EAF record used as a source for this requester. |
| IsGuarantorIsolatedForDataRestriction | VARCHAR | This flag is set if the guarantor is considered "isolated" for patient data restrictions. Isolated guarantors are guarantors created from isolated patients. |
| GuarantorStatementBillingStatus | INTEGER | The category value for the billing status used for handling statements for this guarantor, such as Age and Hold Statements, Age and Send Statements, Don’t Age and Hold Statements, and so on. |
| PaymentPlanTotalMissedCount | INTEGER | This item will store the total number of missed payments on the account's payment plan. |
| PatientSelfPayBalanceAmount | NUMERIC | The amount of the self-pay balance on the account as of the time of the extract. |
| AlternateBillingZipCode | VARCHAR | This is the zip code on the Alternate Billing Address. |
| LastHospitalBillingInsurancePaymentDate | DATETIME | This column stores the last hospital billing insurance payment date. |
| LastEnterpriseDemandInformationalStatementDate | DATETIME | This column stores the date the last enterprise demand informational statement was generated. Informational statements are those with no self-pay balance for the guarantor. |
| GuarantorMilitaryComponent | INTEGER | This column stores the guarantor's military component, which is used to distinguish between guarantors who are on regular active duty and those who are members of one of the augmenting support groups. |
| PaymentPlanCycleAmountOverride | NUMERIC | If Guarantor is on autopayment plan using Scheduled Payment architecture, this item stores the monthly amount to be used for this payment plan cycle if the value is different than the updated payment plan monthly amount in payment plan amount. |
| LogicalOwnerCommunityIdentifier | VARCHAR | The Community ID (CID) of the instance that is the logical owner of this record or line. This is only populated if you use IntraConnect. |
| GuarantorName | VARCHAR | This column stores the name for the guarantor record. The name could be hidden if you have elected to use enterprise reporting’s security utility. |
| GuarantorEmploymentStatusCategory | INTEGER | The category number for the guarantor's employment status. |
| GuarantorSocialSecurityNumber | VARCHAR | The guarantor's social security number (may contain dashes). This item could be hidden. |
| PaymentPlanFrequencyCode | INTEGER | Payment plan frequency |
| AlternateBillingAddressState | VARCHAR | The category value of the state on the Alternate Billing Address. |
| PaymentPlanCurrentAmountDue | NUMERIC | The Hospital Billing Payment Plan current amount due. |
| IsGuarantorActive</tbody> | VARCHAR | This column indicates whether the guarantor was active at the time of the extract. |
| AssociatedRequesterCoverageIdentifier | NUMERIC | Stores a link to CVG record |
| Guarant | DATETIME | This column contains the date of the last verification of the associated guarantor. |
| HospitalSelfPayLastAgingDate | DATETIME | Oldest Self-pay aging date. |
| DeprecatedPaymentPlanAutoPayCreditCardIdentification | NUMERIC | Credit card associated with the payment plan. This credit card will be charged automatically when an installment is due for the payment plan. This column will be deprecated in the future release as the payment plan is being transitioned to use the scheduled payment framework. Once the transition is complete, reference the scheduled payment record for the current credit card. |
| HospitalBillingSelfPayBalanceLastUpdateDate | DATETIME | This is updated based on changes to Hospital Billing (HB) self-pay balance (I EAR 20003). |
| AccountIncomeSource | VARCHAR | Income source. |
| LastStatementHoldDate | DATETIME | The most recent date on which the account was held from the Professional Billing (PB) statement processing. |
| PaymentPlanIsOnTimeIndicator | VARCHAR | Whether payment plan is on time, "Y" for on time, "N" for not on time. |
| AddressChangeInitiatingUserIdentifier | VARCHAR | The user who initiated the linked address changes. |
| AccountBillingCycleCategory | INTEGER | The category value associated with the billing cycle to which the guarantor belongs. |
| IsPaymentPlanEffectiveUntilBalancePaid | VARCHAR | This column indicates whether the payment plan will be effective until the balance is paid off that is, the payment plan remains effective if new charges occur. This column will only be populated if there is a payment plan. |
| LastGuarantorBillingVerificationStatus | INTEGER | This item indicates the most recent patient-selected status of whether the self-guarantor billing information is correct in Welcome. |
| LastPatientPaymentReceivedDate | DATETIME | The date the most recent patient payment was received for this account before the enterprise reporting extract. |
| GuarantorLastViewedHospitalBillingStatementMyChartDateTime | DATETIME | The date and time when a Hospital Billing statement was last viewed in MyChart by this guarantor. This field will be updated when either a guarantor-level or hospital account-level statement is viewed in MyChart for this guarantor. The date and time for this column is stored in Universal Coordinated Time (UTC) and can be converted to local time by using the EFN_UTC_TO_LOCAL Clarity database function. |
| HospitalBillingInsuranceAgingDate | DATETIME | This column stores the hospital billing insurance aging date. |
| UserCoverageLastVerificationIdentifier | VARCHAR | Contains the date that the corresponding coverage was last verified. |
| IsRequestOfInformationPatientAccount | VARCHAR | Indicates whether this account is an ROI patient account. Y indicates that the account is an ROI patient account. N indicates the account is a non-patient ROI account. Null indicates the account is not an ROI account. |
| GuarantorCreditBalanceIndicator | VARCHAR | Indicates whether the guarantor has credit balance. Y indicates the guarantor has credit balance. A null value indicates the guarantor has no credit balance. An N will not be populated for this column. |
| GuarantorEmployerHouseNumber | VARCHAR | The house number of the guarantor's employer. |
| WasGuarantorRehomed | VARCHAR | Indicates whether a new guarantor was created as a result of running the rehoming report and performing the rehome account action. Y indicates a new guarantor was created as a result of running the rehoming report and performing the rehome account action. An N will not be populated for this column. This item will only be populated if the guarantor is rehomed. |
| AssociatedProviderIdentification | VARCHAR | Stores a link to the SER record used as a source for this requester. |
| LastStatementSentDate | DATETIME | The date the most recent patient statement was sent for the account. |
| LastHospitalAutoPayDate | DATETIME | The most recent Auto Pay date for guarantor set up with a payment plan on Auto Pay. |
| LastInsurancePaymentDate | DATETIME | The date the most recent insurance payment was received for this account before the enterprise reporting extract. |
| AlternateGuarantorBillingAddressDistrictCategory | INTEGER | The category number for the alternate district of the guarantor's billing address. |
| AccountBadDebtBalance | NUMERIC | This value is the balance of bad debt on the account. |
| HospitalBillingPrebilledBalanceAmount | NUMERIC | This value is the Hospital Billing prebilled balance on the account. |
| ProfessionalBillingStatementHoldReasonCode | INTEGER | The reason why the account was held in Professional Billing statement processing. |
| BillingNoteExpirationDate | DATETIME | Billing note expiration date. |
| DefaultReleaseOfInformationFormatCode | INTEGER | Defines the default requested format to be used when the requester is selected within the Release of Information activity. |
| DefaultReleaseOfInformationAttentionToAddress | VARCHAR | The Default Attention To field for ROI Releases. |
| HospitalAccountPaymentPlanInitialBalance | VARCHAR | The initial balance on the hospital account when the payment plan starts. |
| TopLinkedRequesterAccountId | NUMERIC | Returns the top linked requester account id, this should be used for grouping purposes. |
| IsClientAccountGuarantor | VARCHAR | Indicates whether or not this is a client guarantor. |
| OldGuarantorIdentifier | NUMERIC | Holds a pointer from the new guarantor to the old guarantor |
| IsRequesterUncommonIndicator | VARCHAR | Is this requester a common requester? Set to Y if the requester is an uncommon requester, N or null if the requester is common. |
| PaymentPlanAutomaticPaymentScheduleIdentifier | NUMERIC | The scheduled payment record (BSP) associated with the guarantor's payment plan. Scheduled payment record is used to define the auto pay payment plan terms, including the payment method, day to trigger payment, and monthly amount. |
| GuarantorEmployerCity | VARCHAR | The city of the guarantor's employer. |
| HospitalBillingSelfPayBalance | NUMERIC | This value is the Hospital Billing self-pay balance on the account, but excludes hospital accounts in external AR, bad debt or that have not yet been billed to self-pay. |
| IsGenericRequesterFlag | VARCHAR | Flag indicating whether this is a generic requester in which it requires additional documentation to determine who is the actual requester. |
| GuarantorLastViewedHospitalBillingLetterDateTime | DATETIME | The date and time when a Hospital Billing letter was last viewed in MyChart by this guarantor. This field will be updated when either a guarantor-level or hospital account-level letter is viewed in MyChart for this guarantor. The date and time for this column is stored in Universal Coordinated Time (UTC) and can be converted to local time by using the EFN_UTC_TO_LOCAL Clarity database function. |
| ContractExpirationDate | DATETIME | The date on which the contract attached to this guarantor expires. |
| GuarantorEmployerZipCode | VARCHAR | The ZIP code of the guarantor's employer. |
| AccountServiceAreaIdentifier | NUMERIC | The ID of the service area (EAF .1) to which this account belongs. |
| AddressChangeInitiatorSource | VARCHAR | The source record that initiated the linked address changes. |
| AlternateBillingAddressCity | VARCHAR | This is the city on the Alternate Billing Address. |
| AccountHasVipStatusIndicator | VARCHAR | Indicates whether there is VIP status for this account. Y indicates the account has VIP status. N indicates the account does not have VIP status. |
| PaymentPlan | INTEGER | The day of the month when the payment plan amount is due if the account is on a payment plan. |
| AssociatedRequesterDepartmentIdentifier | NUMERIC | Stores a link to the DEP record used as a source for this requester. |
| AccountUndistributedSelfPayCreditBalance | NUMERIC | Account undistributed credit balance - self-pay credits only. |
| Guarant | VARCHAR | The category value of the primary financial class of the guarantor (i.e. commercial, Medicare, self-pay, etc.) |
| LastClaimProductionDate | DATETIME | Last date the claim was produced |
| LastStatementFormIdentifier | VARCHAR | The unique ID of the last statement form. |
| HospitalBadDebtSelfPayBalance | NUMERIC | Self-pay balance of accounts in bad debt that have been billed to self-pay. |
| AccountReleaseOfInformationBillingCountyCategoryNumber | VARCHAR | The county category number for the account's ROI Billing Address. |
| GuarantorOccupation | VARCHAR | The occupation of the guarantor. |
| LastGuarantorVerificationUserIdentifier | VARCHAR | This column stores the unique identifier of the last user to verify the guarantor. |
| AssociatedRequesterOrganizationIdentifier | NUMERIC | Stores a link to the DXO record used as a source for this requester. |
| MyChartAccountIdentifier | VARCHAR | The unique ID of the MyChart account that is linked to this guarantor record. This is used when the guarantor is not a patient in the system but needs to have access to the billing information in MyChart. |
| LastWelcomeGuarantorAccountVerificationDate | DATETIME | This item indicates the most recent date the patient verified the self-guarantor billing information is correct in Welcome. |
| GuarantorAlternateBillingCountry | VARCHAR | The category number for the alternate country of the guarantor's billing address. |
| LastHospitalBillingSelfPayPaymentDate | DATETIME | This column stores the last hospital billing self-pay payment date. |
| GuarantorReferralSourceIdentifier | VARCHAR | This column stores the unique identifier for the referral source for this guarantor. |
| GuarantorHomePhoneNumber | VARCHAR | The guarantor’s home phone number (may contain dashes). |
| PatientRecordOfGuarantorIdentification | VARCHAR | If the guarantor is the same person as a patient, this item contains the patient ID. |
| GuarantorAlternateBillingHouseNumber | VARCHAR | The alternate billing house number for the guarantor. |
| AssociatedRequesterPayerRecordIdentifier | NUMERIC | Stores a link to the EPM record used as a source for this requester of information. |
| GuarantorEmployerFaxNumber | VARCHAR | The guarantor's employer's fax number. |
| RequesterPrepaymentRequiredIndicator | VARCHAR | Indicates whether this requester is designated as a pre-pay-only requester. Y indicates that the requester is pre-pay-only. N or a null value indicates that the requester does not have to pre-pay. |
| GuarantorZipCode | VARCHAR | The ZIP Code area in which the guarantor lives. |
| EmployerOtherComment | VARCHAR | A free text comment that can be entered when the value that is considered to be "Other" is selected as the employer. This option is available only if your organization has chosen to link the account employer to the Employer (EEP) master file in the Facility Profile. |
| CurrentFollowUpLevel | INTEGER | Current follow up level. |
| GuarantorEmailAddress | VARCHAR | Email address documented on the guarantor. Any clarity report looking for the guarantor's email address must search in the following sequence, and use the first found one: - The primary email address from the associated patient of the guarantor. - The email address from the MyChart account associated with the guarantor. |
| ClientBillGenerationDayOfWeek | INTEGER | Specifies the day of the week to generate the client bill on provided that CLNT_BILL_FRQNCY_C is set to weekly or biweekly. |
| DefaultGuarantorHospitalAccountIdentifier | NUMERIC | This column stores the unique identifier for the default hospital account of the guarantor. The item is only used in single billing office mode. |
| LastHospitalStatementDate | DATETIME | This column contains the date of the last statement sent to the guarantor. |
| AccountIdentifier | NUMERIC | The unique identifier for the account record. |
| GuarantorContactPersonName | VARCHAR | The name of the person to contact for questions regarding the guarantor. This item could be hidden. |
| GuarantorSex | VARCHAR | The sex of the guarantor. This is extracted as the category abbreviation. |
| HasActiveHospitalAccountReceivableStatus | VARCHAR | Flag to be used for looping over outstanding Guarantor Accounts 'Y' Means that EAR has Active(Open) HARS. Null Means that EAR don't have any open HARS. |
| GuarantorAccountIdentifier | NUMERIC | This column stores the unique identifier for the guarantor record. This ID number may be encrypted if you have elected to use enterprise reporting’s security utility. |
| LastStatementBilledAmount | NUMERIC | Last statement's billed amount |
| GuarantorCreditScore | INTEGER | The guarantor's credit score. |
| Account | INTEGER | The district category number for the account's ROI Billing Address. |
| ReleaseRequesterTypeClassification | INTEGER | Stores the type of requester record this is. |
| GuarantorMilitaryPayGrade | INTEGER | This column stores the military pay grade to which the patient's guarantor belongs. |