ACCOUNT

Description:

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.

Primary Key

Column Name	Ordinal Position
ACCOUNT_ID	1

Column Information

	Name	Type	Discontinued?
1	ACCOUNT_ID	NUMERIC	No
	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.
2	ACCOUNT_NAME	VARCHAR	No
	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.
3	CONTACT_PERSON	VARCHAR	No
	The name of the person to contact for questions regarding the guarantor. This item could be hidden.
4	BIRTHDATE	DATETIME	No
	The guarantor's date of birth.
5	SEX	VARCHAR	No
	The sex of the guarantor. This is extracted as the category abbreviation. May contain organization-specific values: Yes Category Entries: Female Male Unknown Nonbinary X Other
6	IS_ACTIVE	VARCHAR	No
	This column indicates whether the guarantor was active at the time of the extract. May contain organization-specific values: No Category Entries: Yes No
7	CITY	VARCHAR	No
	The city in which the guarantor lives.
8	STATE_C_NAME	VARCHAR	No
	The category value of the state in which the guarantor lives. May contain organization-specific values: Yes
9	ZIP	VARCHAR	No
	The ZIP Code area in which the guarantor lives.
10	HOME_PHONE	VARCHAR	No
	The guarantor’s home phone number (may contain dashes).
11	WORK_PHONE	VARCHAR	No
	The guarantor’s work phone number (may contain dashes).
12	ACCOUNT_TYPE_C_NAME	VARCHAR	No
	Category value associated with the type of account, such as Personal/Family, Worker’s Comp, etc. May contain organization-specific values: Yes Category Entries: Other Personal/Family Non-Employed CRNA Case Rate Clearing Account Trust Account ROI Requester Invalid
13	REFERRING_PROV_ID	VARCHAR	No
	This column stores the unique identifier for the referral source for this guarantor.
14	REFERRING_PROV_ID_REFERRING_PROV_NAM	VARCHAR	No
	The name of the referral source.
15	SERV_AREA_ID	NUMERIC	No
	The ID of the service area (EAF .1) to which this account belongs.
16	FIN_CLASS_C_NAME	VARCHAR	No
	The category value of the primary financial class of the guarantor (i.e. commercial, Medicare, self-pay, etc.) May contain organization-specific values: Yes Category Entries: Commercial Medicare Medicaid Self-Pay Worker's Comp Tricare Champva Group Health Plan FECA Black Lung Blue Shield Medigap Other DK Regional Client Received Self-Pay Sent to Consolidated Self-Pay Service Area
17	TOTAL_BALANCE	NUMERIC	No
	The total outstanding balance on the account as of the time of the extract.
18	INSURANCE_BALANCE	NUMERIC	No
	The amount of the insurance balance on the guarantor as of the time of the extract.
19	PATIENT_BALANCE	NUMERIC	No
	The amount of the self-pay balance on the account as of the time of the extract.
20	BILLING_CYCLE_C	VARCHAR	No
	The category value associated with the billing cycle to which the guarantor belongs. May contain organization-specific values: Yes
21	BILLING_STATUS_C_NAME	VARCHAR	No
	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. May contain organization-specific values: No Category Entries: Age & Send Stmts Age & Hold Stmts Don't Age & Send Stmts Don't Age & Hold Stmts
22	PMT_PLAN_AMOUNT	NUMERIC	No
	The dollar amount to be paid per period if a payment plan has been established for this account.
23	PMT_PLAN_STRT_DATE	DATETIME	No
	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.
24	PMT_PLAN_DUE_DATE	INTEGER	No
	The day of the month when the payment plan amount is due if the account is on a payment plan.
25	LAST_INS_PMT_DATE	DATETIME	No
	The date the most recent insurance payment was received for this account before the enterprise reporting extract.
26	LAST_PAT_PMT_DATE	DATETIME	No
	The date the most recent patient payment was received for this account before the enterprise reporting extract.
27	LAST_PAT_PMT_AMT	NUMERIC	No
	The amount of the most recent patient payment received for this account before the enterprise reporting extract.
28	LAST_STMT_DATE	DATETIME	No
	The date the most recent patient statement was sent for the account.
29	CONTRACT_ID	NUMERIC	No
	This column stores the unique identifier for the pricing contract that was set up with the guarantor.
30	CONTRACT_EXP_DATE	DATETIME	No
	The date on which the contract attached to this guarantor expires.
31	COLLECTOR_USER_ID	VARCHAR	No
	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.
32	COLLECTOR_USER_ID_NAME	VARCHAR	No
	The name of the user record. This name may be hidden.
33	EPIC_ACCT_ID	NUMERIC	No
	This column stores the unique identifier for the guarantor record. This field will be hidden in a public view of the ACCOUNT table.
34	RESEARCH_ID	VARCHAR	No
	This column stores the unique identifier for the research study or client record for this guarantor.
35	OCCUPATION	VARCHAR	No
	The occupation of the guarantor.
36	UNDIST_PMT_YN	VARCHAR	No
	Indicates whether the account has any undistributed payments. Y indicates the account has some undistributed payments. A null value indicates the account has no undistributed payments. An N will not be populated for this column.
37	CREDIT_BALANCE_YN	VARCHAR	No
	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.
38	PP_AMOUNT_DUE	NUMERIC	No
	The Hospital Billing Payment Plan current amount due.
39	PP_CUR_BALANCE	NUMERIC	No
	The Hospital Billing Payment Plan current balance.
40	EB_LAST_ND_STMT_DT	DATETIME	No
	Last non-demand enterprise statement date.
41	EB_LAST_D_STMT_DT	DATETIME	No
	Last demand enterprise statement date.
42	HOM_CLARITY_FLG_YN	VARCHAR	No
	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.
43	HB_BALANCE	NUMERIC	No
	This value is the Hospital Billing balance on the guarantor.
44	HB_PREBILL_BALANCE	NUMERIC	No
	This value is the Hospital Billing prebilled balance on the account.
45	HB_INSURANCE_BALAN	NUMERIC	No
	This value is the Hospital Billing insurance balance on the guarantor, but excludes hospital accounts in external AR or bad debt.
46	HB_SELFPAY_BALANCE	NUMERIC	No
	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.
47	HB_BADDEBT_BALANCE	NUMERIC	No
	This value is the Hospital Billing bad debt balance on the guarantor.
48	HB_UNDISTRIB_BAL	NUMERIC	No
	This value is the Hospital Billing undistributed balance on the account, but excludes hospital accounts in external AR or bad debt.
49	HB_SP_AGING_DATE	DATETIME	No
	Oldest Self-pay aging date.
50	HB_INS_AGING_DATE	DATETIME	No
	This column stores the hospital billing insurance aging date.
51	HB_LAST_INS_PMT_DT	DATETIME	No
	This column stores the last hospital billing insurance payment date.
52	HB_LAST_SP_PMT_DT	DATETIME	No
	This column stores the last hospital billing self-pay payment date.
53	SBO_HSP_ACCOUNT_ID	NUMERIC	No
	This column stores the unique identifier for the default hospital account of the guarantor. The item is only used in single billing office mode.
54	EB_LAST_INFO_ST_DT	DATETIME	No
	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.
55	EB_LAST_D_INFO_DT	DATETIME	No
	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.
56	GUAR_REHOMED_YN	VARCHAR	No
	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. May contain organization-specific values: No Category Entries: No Yes
57	OLD_REHOMED_ID	NUMERIC	No
	Holds a pointer from the new guarantor to the old guarantor
58	EMPR_ID_CMT	VARCHAR	No
	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.
59	PAT_REC_OF_GUAR_ID	VARCHAR	No
	If the guarantor is the same person as a patient, this item contains the patient ID.
60	HOUSE_NUM	VARCHAR	No
	This column stores the house number for the guarantor's address.
61	NXT_STM_DATE	DATETIME	No
	Specifies the next statement date on the client account
62	CLNT_BILL_FRQNCY_C_NAME	VARCHAR	No
	Specifies the statement frequency for this guarantor. Available options are weekly, monthly, bi-weekly, or weekly and end-of-month. May contain organization-specific values: No Category Entries: Monthly Weekly Bi-Weekly Weekly and End of Month
63	CLNT_BILL_DAY_C_NAME	VARCHAR	No
	Specifies the day of the week to generate the client bill on provided that CLNT_BILL_FRQNCY_C is set to weekly or biweekly. May contain organization-specific values: No Category Entries: Sunday Monday Tuesday Wednesday Thursday Friday Saturday
64	CLNT_BILL_DT_MNTH	INTEGER	No
	Specifies the day of the month to bill the client on provided that CLNT_BILL_FRQNCY_C is set to monthly.
65	CLIENT_ACCOUNT_YN	VARCHAR	No
	Indicates whether or not this is a client guarantor. The category values for this column were already listed for column: GUAR_REHOMED_YN
66	PMT_PLAN_DURATION	INTEGER	No
	The payment plan duration in months.
67	PMT_PLAN_TOTAL_AMT	NUMERIC	No
	The payment plan total amount.
68	PMT_PLAN_ON_TIME_YN	VARCHAR	No
	Whether payment plan is on time, "Y" for on time, "N" for not on time. May contain organization-specific values: No Category Entries: Yes No
69	PMT_PLAN_BAL_PD_YN	VARCHAR	No
	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. May contain organization-specific values: No Category Entries: Yes No
70	PMT_PLAN_LNKSTMT_YN	VARCHAR	No
	Indicates whether the payment plan due day is linked to the statement day. Y indicates the payment plan due day is linked to the statement day. This column will only be populated if there is a payment plan. The category values for this column were already listed for column: PMT_PLAN_BAL_PD_YN
71	RQG_RELATIONSHIP_C_NAME	VARCHAR	No
	This column stores the unique identifier for the guarantor's relationship to the requisition grouper patient record. May contain organization-specific values: Yes Category Entries: Aunt Brother Daughter Father Friend Granddaughter Grandfather Grandmother Grandson Legal Guardian Mother Other Step Father Sister Self Step Mother Son Spouse Uncle Employer Unverified Proxy Transplant Recipient Visit Contact
72	HB_BD_SELFPAY_BAL	NUMERIC	No
	Self-pay balance of accounts in bad debt that have been billed to self-pay.
73	HB_BD_INSURANCE_BAL	NUMERIC	No
	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.
74	HB_BD_UNDISTRIB_BAL	NUMERIC	No
	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.
75	COUNTY_C_NAME	VARCHAR	No
	The category number for the county of the guarantor's billing address. May contain organization-specific values: Yes
76	COUNTRY_C_NAME	VARCHAR	No
	The category number for the country of the guarantor's billing address. May contain organization-specific values: Yes
77	EMPY_STAT_C_NAME	VARCHAR	No
	The category number for the guarantor's employment status. May contain organization-specific values: Yes Category Entries: Full Time Part Time Not Employed Self Employed Retired On Active Military Duty Student - Full Time Student - Part Time Unknown
78	GUAR_EMPR_CITY	VARCHAR	No
	The city of the guarantor's employer.
79	GUAR_EMPR_STATE_C_NAME	VARCHAR	No
	The category number for the state of the guarantor's employer. The category values for this column were already listed for column: STATE_C_NAME
80	GUAR_EMPR_ZIP	VARCHAR	No
	The ZIP code of the guarantor's employer.
81	GUAR_EMP_CNTRY_C_NAME	VARCHAR	No
	The category number for the country of the guarantor's employer. The category values for this column were already listed for column: COUNTRY_C_NAME
82	INCOME_SOURCE_C_NAME	VARCHAR	No
	Income source. May contain organization-specific values: Yes No Entries Defined
83	LANGUAGE_C_NAME	VARCHAR	No
	The category value for the preferred language of the guarantor. May contain organization-specific values: Yes
84	HB_LAST_STMT_DATE	DATETIME	No
	This column contains the date of the last statement sent to the guarantor.
85	HB_NEXT_STMT_DATE	DATETIME	No
	This column contains the date of the next statement to be sent to the guarantor.
86	HB_LAST_DEMAND_DATE	DATETIME	No
	This column contains the date of the last demand statement to be sent to the guarantor.
87	HB_BILL_NOTE_EXP_DT	DATETIME	No
	This column contains the expiration date of the billing note on this guarantor.
88	HB_PP_MONTHLY_DUE	VARCHAR	No
	This column contains the monthly payment due on a hospital account for a payment plan.
89	HB_PP_CUR_HAR_DUE	VARCHAR	No
	Current amount due on a hospital account for a payment plan.
90	HB_PP_INIT_HAR_BAL	VARCHAR	No
	The initial balance on the hospital account when the payment plan starts.
91	GUAR_VERIF_STAT_C_NAME	VARCHAR	No
	The category number of the guarantor verification status. May contain organization-specific values: Yes
92	LAST_VERIF_DT	DATETIME	No
	This column contains the date of the last verification of the associated guarantor.
93	NEXT_REVIEW_DT	DATETIME	No
	Next date this guarantor's verification should be reviewed.
94	LAST_VERIF_USER_ID	VARCHAR	No
	This column stores the unique identifier of the last user to verify the guarantor.
95	LAST_VERIF_USER_ID_NAME	VARCHAR	No
	The name of the user record. This name may be hidden.
96	GUAR_EMP_HOUSE_NUM	VARCHAR	No
	The house number of the guarantor's employer.
97	GUAR_EMPR_DISTR_C_NAME	VARCHAR	No
	The category number for the district of the guarantor's employer. May contain organization-specific values: Yes
98	GUAR_VERIF_ID	NUMERIC	No
	The verification record of the guarantor.
99	CONF_NAM_OF_ASSC_PT	VARCHAR	No
	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.
100	EXT_BD_SP_BAL	NUMERIC	No
	This value is the Professional Billing external AR bad debt self-pay balance.
101	EXT_BD_INS_BAL	NUMERIC	No
	This value is the Professional Billing external AR bad debt insurance balance.
102	PB_EXT_SP_BAL	NUMERIC	No
	This value is the Professional Billing external AR self-pay balance for the account.
103	PB_EXT_INS_BAL	NUMERIC	No
	This value is the Professional Billing external AR insurance balance for the account.