Transaction History

athenaCollector

Use the 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-CHC (Community Health Center) customers, and only includes the following scenarios:

Claims fully paid by the primary or secondary payer (Billed amount = Paid amount)
Claims with primary or secondary payer adjustments, transfers, denials
Claims with posting rules that transform the claim

How do I get to this page?

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 or secondary payer (Billed amount = Paid amount)
- Claims with primary or secondary payer adjustments, transfers, denials
- Claims with posting rules that transform the claim
- 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.
Click the NEW Transaction History link.
- The 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.

Overview of the Transaction History page

Use the 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
View Electronic Remittance Advice (ERA) source data in ANSI X12 835 format

Tip: Click the image to see an expanded view

Important:

The current functionality includes primary and secondary payer transactions (payment, adjustment and transfer, denials, posting rules)
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:
July 2026	Secondary payer payments, adjustments, transfers, denials Posting rules which transform the claim ERA source data in ANSI X12 835 format

Transaction History page Features

Sections of the page

Section	Description/ Image
Welcome information (first time access)	The first time you access the 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

Posting rules which transform the claim

About posting rules

Posting rules are written by athenahealth to allow more accurate transaction and denial posting. athenahealth normally posts according to the remittance information; however, in some situations, a literal interpretation of the remittance data will lead to inaccurate posting. A posting rule overrides the literal interpretation so that the correct transaction or denial is reflected on the claim.

In the Transaction History page > Transaction Details by Charge:

The TRANSFORMED tag indicates a posting rule was applied to a charge.
View posting rule explanation/details directly from the Transaction view, for insight into how the rule impacted the charge.

Note: All posting rule details are still captured in claim notes.

If a posting rule (global, practice-specific, or code-based) directly transforms or impacts the transaction data on the claim, it will also appear in Transaction Details for visibility, in addition to the claim notes.

Tip: Click the image to see an expanded view

Note: The Posting Rule Summary is generated by AI and provides a high-level overview of the rule's logic. While it provides a quick understanding of the rule's purpose and conditions, it may not encompass all detailed or complex aspects of the rule logic.

ERA source data

Electronic Remittance Advice (ERA) source data is the raw payment and claim details sent by the insurance payer in ANSI X12 835 format, including amounts paid, adjustments, and reason codes.

It is the original, unprocessed data used to understand how a claim was paid or denied.

On the Transaction History page, you can find ERA source data in the timeline events in both sections of the page:

Transaction Overview
Transaction Details by Charge

Example: Transaction Details by Charge > ERA source data

Tip: Click the image to see an expanded view.

You can view the ERA source data in two formats:

Formatted — User readable format
Raw — ANSI X12 format

Example: Transaction Details by Charge > ERA source data (Formatted | Raw)

Tip: Click the image to see an expanded view.

Field Reference

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.
Posting Rules
Rule ID	A unique identifier assigned to each rule, helping to easily track, reference, and manage individual rules within the system.
Rule Name	A descriptive title of the rule, summarizing its purpose.
Rule Overview
What kind of rule is this?	A description of posting rules.
Who does it apply to?	A list of which Payers the rule applies to.
Why is this done?	A brief description of the purpose of the rule.
What does the rule do?	A summary of the rule, describing what the rule does, the business process it supports, and the conditions under which it activates.