Billing Line Item

Last updated: 24 Feb 2025

Introduction #

The BillingLineItem model represents billing line items linked to Notes that can be found in the note footer. BillingLineItems are also linked to Patient instances.

Usage #

The BillingLineItem model can be used to find all of the billable codes linked to a patient note. For example, to find all of the current billing line items for a note, the Note.billing_line_items method can be used:

>>> from canvas_sdk.v1.data.note import Note
>>> from canvas_sdk.v1.data.billing import BillingLineItemStatus
>>> note_1 = Note.objects.get(id="a74592ae8a6c4d0ebe0799d3fb3713d1")
>>> note_1_billing_line_items = note_1.billing_line_items.filter(status=BillingLineItemStatus.ACTIVE)
>>> print([item.cpt for item in note_1_billing_line_items])
['99213', '90703']

Alternatively, you could find all the BillingLineItem instances for a single Patient:

>>> from canvas_sdk.v1.data.patient import Patient
>>> patient_1 = Patient.objects.get(id="aebe4d3f5d18410388dc69c4b5169fc3")
>>> patient_billing_line_items = patient_1.billing_line_items.all()
>>> print([item.cpt for item in patient_billing_line_items])
['99213', '90703', '76942', '67505']

You can also access all BillingLineItemModifiers associated with a BillingLineItem:

>>> from canvas_sdk.v1.data.billing import BillingLineItem, BillingLineItemModifier
>>> line_item = BillingLineItem.objects.get(id="b80b1cdc2e6a4aca90ccebc02e683f35")
>>> line_item_modifiers = line_item.modifiers.all()
>>> print([mod.code for mod in line_item_modifiers])
['25', '59']

Filtering #

The filter method can be used to filter by desired attributes. The following examples show commonly used operations to filter billing line item data:

Show a Patient’s active BillingLineItems that start with ‘99-‘ in order of descending charge amount

>>> from canvas_sdk.v1.data.patient import Patient
>>> from canvas_sdk.v1.data.billing import BillingLineItemStatus
>>> patient_1 = Patient.objects.get(id="aebe4d3f5d18410388dc69c4b5169fc3")
>>> office_visit_charges = patient_1.billing_line_items.filter(status=BillingLineItemStatus.ACTIVE, cpt__startswith='99').order_by("charge")
>>> print([(item.cpt, item.charge,) for item in office_visit_charges])
[('99215', 200.00), ('99215', 190.00), ('99214', 100.00), ('99213', 80.00)]

Find All Removed BillingLineItems from a Note

>>> import arrow
>>> from canvas_sdk.v1.data.note import Note
>>> from canvas_sdk.v1.data.billing import BillingLineItemStatus
>>> note_1 = Note.objects.get(id="a74592ae8a6c4d0ebe0799d3fb3713d1")
>>> note_1_removed_items = note_1.billing_line_items.filter(status=BillingLineItemStatus.REMOVED)
>>> print([item.cpt for item in note_1_removed_items])
['11901', '00950']

For examples of how to use the BillingLineItem data class with the BillingLineItem effects, check out this page

Attributes #