(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 first release (March 2025) is only for non-FQHC customers and focuses on claims fully paid by the primary payer (Billed amount = Paid amount). We’ll continue to add more posting scenarios in upcoming releases.

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.)

If the claim was fully paid by the primary payer (Billed amount = Paid amount), this link appears: (NEW) Transaction History.
- 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 (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.

Overview of the (NEW) Transaction History 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

Tip: Click the image to see an expanded view

Important:

The current release includes claims fully paid by the primary payer (Billed amount = Paid amount).
The following transactions are currently not included: transactions for claims with adjustments, transfers, denials, or similar changes.
This enhancement currently does not support claim editing activities such as voiding claims, moving or updating charges, and viewing voided charges.
We’ll continue to add more posting scenarios in upcoming releases.

(NEW) Transaction History page sections

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

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 with ACH# — The Check/ACH# for the payment
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 with ACH# — Note: Check/ACH# is a new field
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.