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administrative-resources.mdclinical-resources.mdcore-functions.mddata-types.mdfinancial-resources.mdindex.mdpatient-resources.mdserialization.mdversion-support.md

financial-resources.mddocs/

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# Financial Resources

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Healthcare financial transactions including claims, coverage, payments, and billing for insurance and payment processing. These resources support the business aspects of healthcare including insurance coverage, billing, and financial transactions.

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## Capabilities

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### Insurance Claims

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Insurance claims for healthcare services including medical, dental, pharmacy, and vision claims.

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```python { .api }

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class Claim(DomainResource):

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"""Healthcare insurance claim"""

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def __init__(

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self,

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# Core claim data

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identifier: Optional[List["Identifier"]] = None,

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status: str, # active | cancelled | draft | entered-in-error

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type: "CodeableConcept",

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subType: Optional["CodeableConcept"] = None,

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use: str, # claim | preauthorization | predetermination

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patient: "Reference",

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billablePeriod: Optional["Period"] = None,

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created: str, # DateTime

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enterer: Optional["Reference"] = None,

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insurer: "Reference",

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provider: "Reference",

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priority: "CodeableConcept",

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# Claim details

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fundsReserve: Optional["CodeableConcept"] = None,

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related: Optional[List["ClaimRelated"]] = None,

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prescription: Optional["Reference"] = None,

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originalPrescription: Optional["Reference"] = None,

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payee: Optional["ClaimPayee"] = None,

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referral: Optional["Reference"] = None,

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encounter: Optional[List["Reference"]] = None,

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facility: Optional["Reference"] = None,

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# Care team and diagnosis

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careTeam: Optional[List["ClaimCareTeam"]] = None,

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supportingInfo: Optional[List["ClaimSupportingInfo"]] = None,

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diagnosis: Optional[List["ClaimDiagnosis"]] = None,

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procedure: Optional[List["ClaimProcedure"]] = None,

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# Insurance and financial

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insurance: List["ClaimInsurance"],

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accident: Optional["ClaimAccident"] = None,

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patientPaid: Optional["Money"] = None,

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item: Optional[List["ClaimItem"]] = None,

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total: Optional["Money"] = None,

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**kwargs

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): ...

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class ClaimResponse(DomainResource):

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"""Response to healthcare insurance claim"""

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def __init__(

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self,

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# Core response data

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identifier: Optional[List["Identifier"]] = None,

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status: str, # active | cancelled | draft | entered-in-error

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type: "CodeableConcept",

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subType: Optional["CodeableConcept"] = None,

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use: str, # claim | preauthorization | predetermination

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patient: "Reference",

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created: str, # DateTime

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insurer: "Reference",

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requestor: Optional["Reference"] = None,

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request: Optional["Reference"] = None,

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outcome: str, # queued | complete | error | partial

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disposition: Optional[str] = None,

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preAuthRef: Optional[str] = None,

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preAuthPeriod: Optional["Period"] = None,

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# Financial details

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event: Optional[List["ClaimResponseEvent"]] = None,

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payeeType: Optional["CodeableConcept"] = None,

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encounter: Optional[List["Reference"]] = None,

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diagnosisRelatedGroup: Optional["CodeableConcept"] = None,

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item: Optional[List["ClaimResponseItem"]] = None,

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addItem: Optional[List["ClaimResponseAddItem"]] = None,

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total: Optional[List["ClaimResponseTotal"]] = None,

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payment: Optional["ClaimResponsePayment"] = None,

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# Processing notes and errors

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fundsReserve: Optional["CodeableConcept"] = None,

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formCode: Optional["CodeableConcept"] = None,

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form: Optional["Attachment"] = None,

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processNote: Optional[List["ClaimResponseProcessNote"]] = None,

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communicationRequest: Optional[List["Reference"]] = None,

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insurance: Optional[List["ClaimResponseInsurance"]] = None,

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error: Optional[List["ClaimResponseError"]] = None,

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**kwargs

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): ...

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```

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**Usage Example:**

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```python

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from fhir.resources.claim import Claim

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from fhir.resources.claiminsurance import ClaimInsurance

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from fhir.resources.claimitem import ClaimItem

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from fhir.resources.money import Money

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from fhir.resources.codeableconcept import CodeableConcept

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# Medical claim for office visit

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claim = Claim(

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status="active",

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type=CodeableConcept(

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coding=[Coding(

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system="http://terminology.hl7.org/CodeSystem/claim-type",

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code="institutional",

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display="Institutional"

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)]

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),

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use="claim",

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patient=Reference(

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reference="Patient/patient-001"

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),

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created="2024-01-15T10:00:00Z",

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insurer=Reference(

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reference="Organization/insurance-company-abc"

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),

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provider=Reference(

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reference="Organization/general-hospital"

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),

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priority=CodeableConcept(

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coding=[Coding(

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system="http://terminology.hl7.org/CodeSystem/processpriority",

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code="normal",

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display="Normal"

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)]

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),

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insurance=[

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ClaimInsurance(

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sequence=1,

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focal=True,

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coverage=Reference(

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reference="Coverage/coverage-001"

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)

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)

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],

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item=[

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ClaimItem(

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sequence=1,

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careTeamSequence=[1],

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productOrService=CodeableConcept(

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coding=[Coding(

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system="http://www.ama-assn.org/go/cpt",

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code="99213",

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display="Office visit, established patient"

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)]

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),

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servicedDate="2024-01-15",

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unitPrice=Money(

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value=150.00,

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currency="USD"

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),

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net=Money(

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value=150.00,

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currency="USD"

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)

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)

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],

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total=Money(

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value=150.00,

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currency="USD"

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)

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)

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```

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### Insurance Coverage

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Insurance coverage information including subscriber details, benefits, and coverage periods.

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```python { .api }

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class Coverage(DomainResource):

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"""Insurance coverage information"""

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def __init__(

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self,

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# Core coverage data

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identifier: Optional[List["Identifier"]] = None,

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status: str, # active | cancelled | draft | entered-in-error

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kind: str, # insurance | self-pay | other

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paymentBy: Optional[List["CoveragePaymentBy"]] = None,

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type: Optional["CodeableConcept"] = None,

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policyHolder: Optional["Reference"] = None,

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subscriber: Optional["Reference"] = None,

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subscriberId: Optional[List["Identifier"]] = None,

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beneficiary: "Reference",

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dependent: Optional[str] = None,

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relationship: Optional["CodeableConcept"] = None,

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# Coverage period and network

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period: Optional["Period"] = None,

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insurer: Optional["Reference"] = None,

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class_: Optional[List["CoverageClass"]] = None,

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order: Optional[int] = None,

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network: Optional[str] = None,

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# Cost sharing

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costToBeneficiary: Optional[List["CoverageCostToBeneficiary"]] = None,

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subrogation: Optional[bool] = None,

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contract: Optional[List["Reference"]] = None,

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**kwargs

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): ...

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class CoverageEligibilityRequest(DomainResource):

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"""Request for coverage eligibility and benefits"""

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def __init__(

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self,

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# Core request data

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identifier: Optional[List["Identifier"]] = None,

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status: str, # active | cancelled | draft | entered-in-error

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priority: Optional["CodeableConcept"] = None,

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purpose: List[str], # auth-requirements | benefits | discovery | validation

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patient: "Reference",

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event: Optional[List["CoverageEligibilityRequestEvent"]] = None,

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servicedDate: Optional[str] = None, # Date

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servicedPeriod: Optional["Period"] = None,

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created: str, # DateTime

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enterer: Optional["Reference"] = None,

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provider: Optional["Reference"] = None,

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insurer: "Reference",

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facility: Optional["Reference"] = None,

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# Supporting information

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supportingInfo: Optional[List["CoverageEligibilityRequestSupportingInfo"]] = None,

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insurance: Optional[List["CoverageEligibilityRequestInsurance"]] = None,

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item: Optional[List["CoverageEligibilityRequestItem"]] = None,

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**kwargs

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): ...

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class CoverageEligibilityResponse(DomainResource):

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"""Response to coverage eligibility request"""

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def __init__(

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self,

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# Core response data

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identifier: Optional[List["Identifier"]] = None,

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status: str, # active | cancelled | draft | entered-in-error

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purpose: List[str], # auth-requirements | benefits | discovery | validation

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patient: "Reference",

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event: Optional[List["CoverageEligibilityResponseEvent"]] = None,

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servicedDate: Optional[str] = None, # Date

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servicedPeriod: Optional["Period"] = None,

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created: str, # DateTime

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requestor: Optional["Reference"] = None,

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request: "Reference",

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outcome: str, # queued | complete | error | partial

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disposition: Optional[str] = None,

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insurer: "Reference",

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# Coverage and benefits information

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insurance: Optional[List["CoverageEligibilityResponseInsurance"]] = None,

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preAuthRef: Optional[str] = None,

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form: Optional["CodeableConcept"] = None,

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error: Optional[List["CoverageEligibilityResponseError"]] = None,

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**kwargs

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): ...

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```

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### Payment and Reconciliation

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Payment notices, reconciliation, and explanation of benefits for financial transactions.

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```python { .api }

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class ExplanationOfBenefit(DomainResource):

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"""Explanation of benefit for healthcare services"""

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def __init__(

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self,

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# Core EOB data

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identifier: Optional[List["Identifier"]] = None,

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status: str, # active | cancelled | draft | entered-in-error

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type: "CodeableConcept",

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subType: Optional["CodeableConcept"] = None,

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use: str, # claim | preauthorization | predetermination

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patient: "Reference",

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billablePeriod: Optional["Period"] = None,

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created: str, # DateTime

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enterer: Optional["Reference"] = None,

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insurer: "Reference",

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provider: "Reference",

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# Claim reference and outcome

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priority: Optional["CodeableConcept"] = None,

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fundsReserveRequested: Optional["CodeableConcept"] = None,

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fundsReserve: Optional["CodeableConcept"] = None,

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related: Optional[List["ExplanationOfBenefitRelated"]] = None,

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prescription: Optional["Reference"] = None,

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originalPrescription: Optional["Reference"] = None,

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event: Optional[List["ExplanationOfBenefitEvent"]] = None,

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payee: Optional["ExplanationOfBenefitPayee"] = None,

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referral: Optional["Reference"] = None,

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encounter: Optional[List["Reference"]] = None,

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facility: Optional["Reference"] = None,

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claim: Optional["Reference"] = None,

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claimResponse: Optional["Reference"] = None,

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outcome: str, # queued | complete | error | partial

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disposition: Optional[str] = None,

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# Care team and diagnosis

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careTeam: Optional[List["ExplanationOfBenefitCareTeam"]] = None,

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supportingInfo: Optional[List["ExplanationOfBenefitSupportingInfo"]] = None,

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diagnosis: Optional[List["ExplanationOfBenefitDiagnosis"]] = None,

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procedure: Optional[List["ExplanationOfBenefitProcedure"]] = None,

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# Financial details

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precedence: Optional[int] = None,

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insurance: List["ExplanationOfBenefitInsurance"],

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accident: Optional["ExplanationOfBenefitAccident"] = None,

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patientPaid: Optional["Money"] = None,

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item: Optional[List["ExplanationOfBenefitItem"]] = None,

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addItem: Optional[List["ExplanationOfBenefitAddItem"]] = None,

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total: Optional[List["ExplanationOfBenefitTotal"]] = None,

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payment: Optional["ExplanationOfBenefitPayment"] = None,

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formCode: Optional["CodeableConcept"] = None,

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form: Optional["Attachment"] = None,

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processNote: Optional[List["ExplanationOfBenefitProcessNote"]] = None,

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benefitPeriod: Optional["Period"] = None,

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benefitBalance: Optional[List["ExplanationOfBenefitBenefitBalance"]] = None,

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**kwargs

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): ...

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class PaymentNotice(DomainResource):

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"""Payment notice"""

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def __init__(

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self,

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# Core payment notice data

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identifier: Optional[List["Identifier"]] = None,

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status: str, # active | cancelled | draft | entered-in-error

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request: Optional["Reference"] = None,

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response: Optional["Reference"] = None,

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created: str, # DateTime

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reporter: Optional["Reference"] = None,

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payment: Optional["Reference"] = None,

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paymentDate: Optional[str] = None, # Date

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payee: Optional["Reference"] = None,

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recipient: "Reference",

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amount: "Money",

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# Payment status

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paymentStatus: Optional["CodeableConcept"] = None,

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**kwargs

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): ...

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class PaymentReconciliation(DomainResource):

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"""Payment reconciliation"""

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def __init__(

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self,

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# Core reconciliation data

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identifier: Optional[List["Identifier"]] = None,

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status: str, # active | cancelled | draft | entered-in-error

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kind: Optional["CodeableConcept"] = None,

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period: Optional["Period"] = None,

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created: str, # DateTime

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enterer: Optional["Reference"] = None,

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issuerType: Optional["CodeableConcept"] = None,

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paymentIssuer: Optional["Reference"] = None,

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# Request and outcome

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request: Optional["Reference"] = None,

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requestor: Optional["Reference"] = None,

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outcome: Optional[str] = None, # queued | complete | error | partial

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disposition: Optional[str] = None,

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date: str, # Date

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location: Optional["Reference"] = None,

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method: Optional["CodeableConcept"] = None,

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cardBrand: Optional[str] = None,

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accountNumber: Optional[str] = None,

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expirationDate: Optional[str] = None, # Date

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processor: Optional[str] = None,

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referenceNumber: Optional[str] = None,

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authorization: Optional[str] = None,

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tenderedAmount: Optional["Money"] = None,

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returnedAmount: Optional["Money"] = None,

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amount: "Money",

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# Payment details

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paymentIdentifier: Optional["Identifier"] = None,

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allocation: Optional[List["PaymentReconciliationAllocation"]] = None,

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formCode: Optional["CodeableConcept"] = None,

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processNote: Optional[List["PaymentReconciliationProcessNote"]] = None,

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**kwargs

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): ...

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```

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## Types

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```python { .api }

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from typing import Optional, List

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from fhir.resources.domainresource import DomainResource

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from fhir.resources.money import Money

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# Financial resource backbone elements

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class ClaimRelated: ...

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class ClaimPayee: ...

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class ClaimCareTeam: ...

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class ClaimSupportingInfo: ...

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class ClaimDiagnosis: ...

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class ClaimProcedure: ...

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class ClaimInsurance: ...

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class ClaimAccident: ...

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class ClaimItem: ...

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class ClaimResponseEvent: ...

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class ClaimResponseItem: ...

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class ClaimResponseAddItem: ...

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class ClaimResponseTotal: ...

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class ClaimResponsePayment: ...

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class ClaimResponseProcessNote: ...

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class ClaimResponseInsurance: ...

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class ClaimResponseError: ...

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class CoveragePaymentBy: ...

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class CoverageClass: ...

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class CoverageCostToBeneficiary: ...

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class CoverageEligibilityRequestEvent: ...

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class CoverageEligibilityRequestSupportingInfo: ...

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class CoverageEligibilityRequestInsurance: ...

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class CoverageEligibilityRequestItem: ...

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class CoverageEligibilityResponseEvent: ...

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class CoverageEligibilityResponseInsurance: ...

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class CoverageEligibilityResponseError: ...

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class ExplanationOfBenefitRelated: ...

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class ExplanationOfBenefitEvent: ...

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class ExplanationOfBenefitPayee: ...

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class ExplanationOfBenefitCareTeam: ...

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class ExplanationOfBenefitSupportingInfo: ...

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class ExplanationOfBenefitDiagnosis: ...

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class ExplanationOfBenefitProcedure: ...

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class ExplanationOfBenefitInsurance: ...

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class ExplanationOfBenefitAccident: ...

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class ExplanationOfBenefitItem: ...

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class ExplanationOfBenefitAddItem: ...

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class ExplanationOfBenefitTotal: ...

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class ExplanationOfBenefitPayment: ...

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class ExplanationOfBenefitProcessNote: ...

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class ExplanationOfBenefitBenefitBalance: ...

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class PaymentReconciliationAllocation: ...

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class PaymentReconciliationProcessNote: ...

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```