Posting

Last updated: 18 Jun 2025

Introduction #

This module defines models related to payments and postings associated with healthcare claims.

Basic usage #

To retrieve a posting by ID:

from canvas_sdk.v1.data.posting import BasePosting

posting = BasePosting.objects.get(dbid=1234)

To retrieve all active postings for a given claim:

from canvas_sdk.v1.data.claim import Claim

claim = Claim.objects.get(id="<uuid>")
claim_postings = claim.postings.active()

Attributes #

BasePosting #

Base model for aggregating multiple line item-level transactions (payments, adjustments, transfers) associated with a claim.

Field Name	Type
dbid	Integer
corrected_posting	BasePosting
claim	Claim
payment_collection	PaymentCollection
description	String
entered_in_error	CanvasUser
created	DateTime
modified	DateTime

Computed Properties:

• paid_amount: Total paid
• contractual_adjusted_amount: Adjustments marked as write-offs
• non_write_off_adjusted_amount: Non-write-off adjustments
• transferred_amount: Total transferred
• transferred_to_patient_amount: Portion transferred to patient
• transferred_to_coverage_amount: Portion transferred to another coverage
• adjusted_and_transferred_amount: Combined adjusted and transferred amount
• posted_amount: Total of payments and write-offs

CoveragePosting #

Represents an insurance payment or adjustment associated with a claim’s coverage.

Field Name	Type
remittance	BaseRemittanceAdvice
claim_coverage	ClaimCoverage
crossover_carrier	String
crossover_id	String
payer_icn	String
position_in_era	Integer

PatientPosting #

Represents patient-side payments or adjustments, including links to copays or patient-level discounts.

Field Name	Type
claim_patient	ClaimPatient
patient_payment	BulkPatientPosting
copay	BulkPatientPosting

Computed Properties:

• discounted_amount: Discount applied
• charges_amount: Discount + paid amount

BulkPatientPosting #

Aggregates bulk patient payments on multiple claims.

Field Name	Type
id	UUID
dbid	Integer
payment_collection	PaymentCollection
total_paid	Decimal
created	DateTime
modified	DateTime
discount	Discount
payer	Patient

Computed Properties:

• total_posted_amount: Sum of all posted amounts
• discounted_amount: Sum of discounted amounts

BaseRemittanceAdvice #

Represents shared data for both electronic and manual remittance advice.

Field Name	Type
id	UUID
dbid	Integer
payment_collection	PaymentCollection
total_paid	Decimal
created	DateTime
modified	DateTime
transactor	Transactor
era_id	String

Computed Properties:

• total_posted_amount: Sum of all posted amounts

PaymentCollection #

Captures metadata about the method and details of a collected payment.

Field Name	Type
id	UUID
dbid	Integer
total_collected	Decimal
method	PostingMethods
check_number	String
check_date	Date
deposit_date	Date
description	String
created	DateTime
modified	DateTime

NewLineItemPayment #

Represents a payment applied to a billing line item within a claim.

Field Name	Type
dbid	Integer
posting	BasePosting
billing_line_item	BillingLineItem
amount	Decimal
charged	Decimal
created	DateTime
modified	DateTime

NewLineItemAdjustment #

Represents an adjustment applied to a billing line item.

Field Name	Type
dbid	Integer
posting	BasePosting
billing_line_item	BillingLineItem
amount	Decimal
code	String
group	String
deviated_from_posting_ruleset	Boolean
write_off	Boolean
created	DateTime
modified	DateTime

LineItemTransfer #

Represents a transfer of a line item balance to another coverage or patient.

Field Name	Type
dbid	Integer
posting	BasePosting
billing_line_item	BillingLineItem
amount	Decimal
code	String
group	String
deviated_from_posting_ruleset	Boolean
transfer_to	ClaimCoverage
transfer_to_patient	Boolean
created	DateTime
modified	DateTime

Discount #

Represents a discount applied to a claim or patient posting, linked by adjustment group and code.

Field Name	Type
dbid	Integer
name	String
adjustment_group	String
adjustment_code	String
discount	Decimal
created	DateTime
modified	DateTime

Enumeration types #

PostingMethods #

Value	Label
cash	Cash
check	Check
card	Card
other	Other