Elation Billing charge line items. Each row is one billable service line within a claim, carrying its financial lifecycle (charges, adjustments, payments, balance). Multiple charge lines roll up to a single claim, and the claim points back to an EHR-side bill.
The table schema can be found in our HDB dbdocs reference.
For reporting on but not limited to:
- Per-CPT volume and revenue for a date range
- Outstanding balance per patient, payer, or claim
- Patient-responsibility vs. payer-responsibility splits via
balance_responsibility
- Charges that have not yet been billed (
first_billed is null)
- NDC-level drug-charge reporting
- Reconciling claim totals against the sum of their charge lines
The financial columns on charge (total_charges, adjustments, payments, balance) are the running totals stored on the line in Elation Billing - they reflect the latest state, not a transaction log. For the per-ERA adjustment history use era_matched_adjustment. Charges for a date range
Returns every charge line with service date in a window, with the CPT and modifiers, units, charge totals, and current balance.
select
ch.id as charge_id
, ch.claim_id
, ch.patient_id
, ch.practice_id
, ch.from_date
, ch.through_date
, ch.cpt
, ch.mod1
, ch.mod2
, ch.units
, ch.unit_charge
, ch.total_charges
, ch.adjustments
, ch.payments
, ch.balance
, ch.balance_responsibility
, ch.last_billed
, ch.last_billed_name
from charge ch
where ch.is_deleted = false
and ch.from_date between '2026-01-01' and '2026-03-31'
order by ch.from_date, ch.claim_id, ch.priority;
Outstanding balances by responsibility
Aggregates remaining balance by who owes it. Useful for separating patient-AR from payer-AR snapshots.
select
ch.practice_id
, ch.balance_responsibility
, count(*) as open_charges
, count(distinct ch.claim_id) as claims_with_balance
, count(distinct ch.patient_id) as patients_with_balance
, sum(ch.balance) as total_outstanding_balance
from charge ch
where ch.is_deleted = false
and ch.balance > 0
group by ch.practice_id, ch.balance_responsibility
order by ch.practice_id, total_outstanding_balance desc;
Charges that have not yet been billed
Returns lines that exist in Elation Billing but have not been billed out to any payer. Useful as a “ready to submit” worklist for billers.
select
ch.id as charge_id
, ch.claim_id
, ch.patient_id
, ch.practice_id
, ch.from_date
, ch.through_date
, ch.cpt
, ch.total_charges
, ch.line_note
, ch.created_timestamp
from charge ch
where ch.is_deleted = false
and ch.first_billed is null
order by ch.from_date;
CPT volume and revenue
Rolls up CPT-level activity over a 90-day window: line counts, unique patients, billed totals, collected totals, and the running balance still on those lines.
select
ch.cpt
, count(*) as line_count
, count(distinct ch.patient_id) as unique_patients
, sum(ch.units) as total_units
, sum(ch.total_charges) as total_billed
, sum(ch.payments) as total_collected
, sum(ch.adjustments) as total_adjusted
, sum(ch.balance) as total_outstanding
from charge ch
where ch.is_deleted = false
and ch.from_date >= dateadd(day, -90, current_date)
group by ch.cpt
order by total_billed desc;
Reconcile a claim with its charge lines
Joins one claim to the sum of its charge lines so you can confirm the claim total matches what’s actually billed line-by-line.
The charge and claim tables both live in your elation_billing schema; the bill table lives in your standard schema. Either set your default schema or qualify the standard-schema tables when running cross-schema queries.
select
c.id as claim_id
, c.local_id
, c.bill_id
, c.from_date as claim_from_date
, c.through_date as claim_through_date
, c.is_billed
, count(ch.id) as charge_lines
, sum(ch.total_charges) as sum_charges
, sum(ch.payments) as sum_payments
, sum(ch.adjustments) as sum_adjustments
, sum(ch.balance) as sum_balance
from claim c
left join charge ch
on ch.claim_id = c.id
and ch.is_deleted = false
where c.is_deleted = false
and c.id = 1234567890 -- Replace with actual claim ID
group by c.id, c.local_id, c.bill_id, c.from_date, c.through_date, c.is_billed;
Drug-charge detail by NDC
Filters to charge lines that carry an NDC (the National Drug Code) and surfaces the structured NDC fields alongside the financial state.
select
ch.id as charge_id
, ch.claim_id
, ch.patient_id
, ch.from_date
, ch.cpt
, ch.ndc
, ch.ndc_code
, ch.ndc_dosage
, ch.ndc_measure
, ch.units
, ch.total_charges
, ch.payments
, ch.balance
from charge ch
where ch.is_deleted = false
and ch.ndc_code is not null
and ch.from_date >= dateadd(day, -180, current_date)
order by ch.from_date desc;
