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> For a complete documentation index, see https://docs.joincandidhealth.com/llms.txt.
> For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.joincandidhealth.com/_mcp/server.

# export_service_line_projected_financials

> Projected financial data at the service line level

Projected financial data at the service line level.

> **Warning**
>
> 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`** `STRING` — required

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 Value                           | Description                                                                                                                                                                                                     | Priority |
| -------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | :------: |
| `cash_pay_claim`                       | Self-pay claim where the patient is directly responsible for payment. No expected allowed amount is calculated.                                                                                                 |     1    |
| `v3_match`                             | Matched 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_match`            | Matched to the latest version of a fee schedule entry from the legacy fee schedule matching system.                                                                                                             |     3    |
| `exact_contracted_rate`                | Matched 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_rate`             | Inferred 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_amount` | Calculated 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_amount`                        | Falls back to the billed charge amount when no other rate sources are available. This is the least reliable projection method.                                                                                  |     7    |
| `null`                                 | The 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

---

**`revenue_code`** `STRING`

Revenue code for the service line (Institutional Claims only)

---

**`updated_at`** `TIMESTAMP`

Time when this service line's projected financial data were last updated. Use this for incremental ingestion.

---

## Joining to export\_service\_line

```sql
SELECT
  *
FROM export_service_line_projected_financials
JOIN export_service_line
  ON export_service_line_projected_financials.service_line_id = export_service_line.service_line_id
```