export_patient_monetary_transaction

One row per patient transaction (payment, refund, or other). Each monetary_transaction_id has a 1:many relationship with transaction_id, since a patient transaction can be allocated and reallocated across claims and service lines over its lifetime. Joining to the Payment Details table on monetary_transaction_id returns one row per transaction.

Primary Key: monetary_transaction_id

Identifiers

monetary_transaction_id

STRINGRequired

Unique ID of the patient transaction (payment, refund, or other). Each monetary_transaction_id has a 1:many relationship with transaction_id, since a patient transaction can be allocated and reallocated across claims and service lines over its lifetime.

patient_external_id

STRING

Patient External ID

source_payment_id

STRING

ID of the transaction in the source system (e.g. Stripe, Cedar)

organization_service_facility_id

STRING

ID of the service facility where the payment was collected

Timestamps

updated_at

TIMESTAMP

Time when the patient monetary transaction was last updated. Use this for incremental ingestion.

transaction_timestamp

TIMESTAMP

Time when the transaction was made

posted_at

TIMESTAMP

Time when the transaction was entered in Candid

voided_at

TIMESTAMP

Time when the transaction was voided

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

Transaction

source

STRING

Source of the transaction (e.g. STRIPE, CEDAR, MANUAL_ENTRY)

transaction_type

STRING

PAYMENT, REFUND, or OTHER

amount_cents

INTEGER

Amount in cents. Negative for refunds.

payment_method

STRING

How the patient paid (e.g. CARD, CASH, CHECK)

check_number

STRING

Check number, if paid by check

refund_reason

STRING

Reason for the refund

transaction_note

STRING

Note entered with the transaction

Posting

posted_by

STRING

ID of the user who posted the transaction

posted_by_name

STRING

Name of the user who posted the transaction