Candid Data ShareEncounters & Service Lines

export_service_line_projected_financials

Projected financial data at the service line level.

No guarantees are made as to the accuracy of these projections. The expected_allowed_amount_source field applies waterfall logic to project the allowed amount for a service line — see the field description below for the full priority order. Adding and maintaining fee schedules in Candid is the most effective way to improve projection accuracy.

Primary Key: service_line_id

Identifiers

service_line_id
STRINGRequired

Unique Service Line ID

Organization

organization_id
STRING

User’s unique organization ID in the Candid system

organization_name
STRING

User’s Organization / Company Name

external_organization_id
STRING

Organization’s External ID - the ID that the organization uses to map to their own upstream system

Financial

billed_amount_dollars
NUMERIC

Billed Amount Dollars

expected_allowed_amount_dollars
NUMERIC

Expected Allowed Amount Dollars

expected_allowed_amount_source
STRING

Source used to project the allowed amount for this service line. The following waterfall logic is applied in priority order — the first matching source wins.

Source ValueDescriptionPriority
cash_pay_claimSelf-pay claim where the patient is directly responsible for payment. No expected allowed amount is calculated.1
v3_matchMatched to a rate from the current fee schedule system using the most specific matching procedure and provider dimensions. When multiple matches exist with the same specificity, the highest rate is selected.2
latest_fee_schedule_matchMatched to the latest version of a fee schedule entry from the legacy fee schedule matching system.3
exact_contracted_rateMatched to a contracted rate from the legacy fee schedule system based on exact matches for procedure code, payer, provider, place of service, and optionally network type and/or provider license type.4
inferred_historical_rateInferred from historical allowed amounts for the same procedure code, revenue code (if applicable), year of service, payer, rendering provider, and place of service combination.5
last_12_month_average_allowed_amountCalculated as the average allowed amount from finalized paid claims for the procedure code over the prior 12 months from the service line date of service.6
charge_amountFalls back to the billed charge amount when no other rate sources are available. This is the least reliable projection method.7
nullThe failsafe default value.8
Archived (historical) values

For a subset of service lines, expected_allowed_amount_source is returned with an archived_historical__ prefix (e.g., archived_historical__inferred_historical_rate). These projections were frozen to a one-time historical snapshot so that previously-reported values remain stable for customers who were not on fee schedules when the projection logic changed. When present, an archived value takes precedence just below v3_match (above latest_fee_schedule_match), and the text after the prefix is the original source method that produced the value at the time it was archived. Most service lines are unaffected and use the unprefixed sources listed above.

expected_adjustment_amount_dollars
NUMERIC

Expected Adjusted Amount Dollars

Other

procedure_code
STRING

Procedure Code

Joining to export_service_line

1SELECT
2  *
3FROM export_service_line_projected_financials
4JOIN export_service_line
5  ON export_service_line_projected_financials.service_line_id = export_service_line.service_line_id