export_payment_details | Candid

All data associated with a payment. Can be joined to the Transaction table by transaction_id.

Primary Key: transaction_id

Planned deprecation — 2026-09-30

table_record_updated_at will be removed on 2026-09-30 — use updated_at instead.

Identifiers

transaction_id

STRINGRequired

Unique Transaction ID

charge_id

STRING

Parent charge for the transaction, so it allows you to tie payments and adjustments to the original charge (billed A/R)

payer_plan_group_id

STRING

Unique ID associated with the specific Payer Plan

Timestamps

updated_at

TIMESTAMP

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

table_record_updated_at

TIMESTAMP

Will be deprecated 2026-09-30 — use updated_at instead.

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

Payment Details

payment_type

STRING

Type of Payment (ERA, Patient Payment, Non-Insurance Payment)

Derived Details

external_payment_id

STRING

External Payment ID / Check Number

check_date

DATE

Check Date

payment_posted_date

TIMESTAMP

Date of when Payment was posted in Candid

deposit_date

DATE

Date the associated payment was deposited

era_payer_name

STRING

Payer of the 835 file / organization that issued the remit

era_payer_identifier

STRING

The 2U segment code that is used to help specifically identify the insurance company that is underwriting what the payment is

claim_status_code

INTEGER

X12 claim status code from the ERA (835) indicating the overall adjudication status of the claim (e.g., processed as primary, denied)

payer_claim_control_number

STRING

The payer’s internal reference number for the claim, as reported in the ERA

era_posted_by

STRING

ID of the user who posted the ERA

era_posted_by_name

STRING

Name of the user who posted the ERA

provider_adjustment_reason_code

STRING

X12 provider-level adjustment reason code (from the ERA 835 PLB segment) for the provider-level balance adjustment this payment settles.

plb_related_claim_ids

ARRAY<STRING>

Claim IDs to which the provider-level balance (PLB) clearing-account allocation relates

first_payment_posted_date

TIMESTAMP

Stable date the payment was first posted to the ledger. Unlike payment_posted_date, this does not change if the payment is later reallocated to a different charge — use it for period-over-period accounting and denial analysis.

first_charge_id

STRING

ID of the first charge on the service line this payment was posted against. Stable across charge rebills and reallocation.

first_payer_plan_group_id

STRING

Payer plan group of the first charge on the service line this payment was posted against.