(NEW) Transaction History

athenaCollector

Use the (NEW) Transaction History page for additional visibility into how payments are posted across all charges for the claim, including a timeline view and details by procedure code.

Note: The current release is only for non-FQHC customers, and only includes the primary payer's payment, adjustment and transfer.

 

  1. Go to the Claim Edit page or the Visit & Claim Update page for a specific claim. (Refer to Claim Edit or User Guide — Visit & Claim Update in O-help for detailed steps to get to those pages.)

     

    Note: The (NEW) Transaction History link only appears if the claim fits one of these scenarios:

    • Claims fully paid by the primary payer (Billed amount = Paid amount)

    • Claims with primary payer adjustments and transfers

    • Claim with denials

    • On the Visit & Claim Update page, the link will be to the right of the existing Transaction History section header.
    • On the Claim Edit page, the link will be in the existing Charges section.

  2. Click the (NEW) Transaction History link.

    • The (NEW) Transaction History page opens in a separate window.
    • The new page will not affect the existing Transaction History or any other information on the Claim Edit and Visit & Claim Update page. You will still have uninterrupted access to both the Claim Edit and Visit & Claim Update pages.


 

 

You can access this page if you have access to the Claim Edit page and Visit & Claim Update page.

 

 

Use the new (NEW) Transaction History page for better visibility and insight into how payments are posted across charges.

  • View posting at a summary level or detail level
  • See the timeline of claim events from initial billing to the most recent remittance (ERA/EOB) received from payers, in chronological order
  • See all transactions grouped by payer ERAs/EOBs, for a clearer picture of transactions and remittances

  • View denials tags in the Transaction Overview; view denial codes and descriptions in the Transaction Details by Charge

Tip: Click the image to see an expanded view

 

Important:

  • The current release only includes the primary payer's payment, adjustment and transfer.

  • This enhancement currently does not support claim editing activities such as voiding claims, moving or updating charges, and viewing voided charges.

  • We plan to add more posting scenarios in upcoming releases.

 

athenaOne release date Type of transaction Additional details
March2025
  • Primary payer payment (Billed amount = Paid amount).

 
March 2026
  • Primary payer adjustment and transfer
  • Primary payer denials

Watch a demo video:

 

 

 

 

 

Section Description/ Image

Welcome information (first time access)

The first time you access the new Transaction History page, a Welcome to the New Transaction Historypop-up window will automatically appear.

 

Page banner

Information at the top of the page:

  • What you can expect in this work-in-progress page
  • Links to: Guided Tour, Give feedback

 

Transactions Overview

Consolidated view of how transactions were posted across all charges for the claim.

  • Total number of charges — Appears next to the section heading for easy reference
  • Timeline — Displays the sequence of claim events in chronological order, from initial billing to the remittance received from the payer(s).
  • Table of transactions — Includes the Claim column which displays the total transaction amount (sum of all individual charge and payment amounts), along with the transaction amounts for each specific CPT code.


Tip: If the number of charges in the consolidated transaction table exceeds 6, you can scroll horizontally to view all charges.

 

Tip: Click the image to see an expanded view

 

 

 

Transaction Detail by Charge

Posting details for the individual charges (procedure codes):

  • Total number of charges — Appears next to the section heading for easy reference

  • Detailed charge and transaction information — Ledger formatted transaction detail for each CPT code

  • Timeline — Displays, in chronological order, the sequence of claim events from the time it was billed to the remittance received from the payer(s)

Tip: If the number of charges exceeds 7, the menu will change from radio buttons to a drop-down menu.

 

Tip: Click the image to see an expanded view

 

 

 

In the Transaction Overview:

  • Sequestration adjustment amounts are listed as a separate Transaction Type for better visibility.

 

In the Transaction Details by Charge:

  • You can view payer remark codes and their descriptions in this section without navigating through the payer remittance.

 

 

  • Use denial tags to find primary payer denials at the charge level and claim level.
  • View payer denial codes and detailed descriptions in the transaction section.

Tip: Click the image to see an expanded view

 

 

 

 

Transaction Overview

Overview — Timeline

Displays the sequence of claim events in chronological order, from the time it was billed to the remittance received from the payer(s)
Billed events

Each billed event in the timeline includes:

  • Billed to <payer name> (<Insurance type>) — Hover over the name to view the full name of the insurance company

  • Created on <date (mm/dd/yyyy)> , <User/system name> — The date on which the claim was created, and the user or system who created the claim
ERA events

Each ERA event in the timeline includes:

  • ERA from <payer name> (<Insurance type>) — Hover over the name to view the full name of the insurance company
  • <Payment batch> — The payment batch associated with this charge or transaction
  • Replicated EOB link — The individual athena Replicated EOB page appears
  • Posted on <date (mm/dd/yyyy)> , <User/system name> — The date the transaction posted in the system and the user or system who posted it

Note: The ERA event also serves as an anchor grouping the transactions received in the ERA or by payment batches from the same payer. This ensures clear visual hierarchy and understandable view of the billing process.
Overview — Table of transactions
Transaction Type
  • Charge — The amount that was billed to the insurance company
  • Payer Payment — The payer payment and Check#/ACH#
  • Contractual Adjustment — Contractual adjustment amount , with payer remark code
  • Sequestration Adjustment — Sequestration adjustment amount with payer remark code
  • Coinsurance transfer — Transfer amount with payer remark code

Claim

 The total transaction amount, which is the sum of all individual charge amounts and payment amounts
CPT <code, modifier> The transaction amount for each specific CPT code/modifier
Transaction Details by Charge
Procedure code

The first charge in the claim is selected by default.

Select any other individual charge (Procedure code) to view details for that charge:

  • Date of service
  • Procedure
  • Diagnosis
  • Units
  • Department
  • Charge

Transaction Details by Charge — Timeline

Displays the sequence of claim events in chronological order, from the time it was billed to the remittance received from the payer(s)
Transaction Details by Charge — Table of transactions
Transaction Type
  • Charge — The amount that was billed to the insurance company
  • Payer Payment — The payer payment and Check#/ACH#
  • Contractual Adjustment — Contractual adjustment amount , with payer remark code and description
  • Sequestration Adjustment — Sequestration adjustment amount with payer remark code and description
  • Coinsurance transfer — Transfer amount with payer remark code and description

Primary Insurance, Secondary Insurance, Patient

View the transaction amounts received from each insurance and the patient.
Claim Billing Events

Billing batches / Remit Received (from legacy page)

  
Bills mailed

View the billing batch through which claim sets were submitted to the insurance company.
Remits Received

Provides details on the number of remittances received from the insurance company (whether primary, secondary, or patient) along with their dates and full remittance information for easy access.

 

Related Topics Link IconRelated Topics