Release 5 Ballot

This page is part of the FHIR Specification (v5.0.0-ballot: R5 Ballot - see ballot notes). The current version which supercedes this version is 5.0.0. For a full list of available versions, see the Directory of published versions . Page versions: R5 R4B R4 R3 R2

8.12 Resource Account - Content

Patient Administration icon Work GroupMaturity Level: 2 Trial UseSecurity Category: Patient Compartments: Device, Patient, Practitioner

A financial tool for tracking value accrued for a particular purpose. In the healthcare field, used to track charges for a patient, cost centers, etc.

8.12.1 Scope and Usage

The Account resource acts as a central record against which charges, payments, and adjustments are applied. It contains information about which parties are responsible for payment of the account.

While the Account does conceptually have a balance, expressing that balance directly as a resource property is challenging due to the complexity of pricing contracts. An operation to retrieve the current balance of an account is in consideration as future work.

8.12.2 Boundaries and Relationships

The Account itself does not include information about the charges, payments or adjustments, but rather those resources, such as ChargeItem point to the account to which they apply. Payment and adjustment resources have not yet been developed.

8.12.3 Background and Context

The Account resource can be considered a "bucket" to which ChargeItem resources are linked. These charges are processed by a billing system, which determines the responsible parties for the balance of the account. The billing system then submits claims or sends statements to the appropriate parties. Once payment is received, an adjustment is applied to the Account. The internal calculation of balances and allocation of responsibility is expected to be internal to the billing systems. Only the inputs and outputs of the billing process is communicated in the relevant financial FHIR resources.

8.12.4 References to this Resource

8.12.5 Resource Content

Structure

NameFlagsCard.TypeDescription & Constraintsdoco
.. Account TUDomainResourceTracks balance, charges, for patient or cost center

Elements defined in Ancestors: id, meta, implicitRules, language, text, contained, extension, modifierExtension
... identifier Σ0..*IdentifierAccount number

... status ?!Σ1..1codeactive | inactive | entered-in-error | on-hold | unknown
AccountStatus (Required)
... billingStatus Σ0..1CodeableConceptTracks the lifecycle of the account through the billing process
Example Account Billing Statuses (Example)
... name Σ0..1stringHuman-readable label
... subject Σ0..*Reference(Patient | Device | Practitioner | PractitionerRole | Location | HealthcareService | Organization)The entity that caused the expenses

... servicePeriod Σ0..1PeriodTransaction window
... coverage Σ0..*BackboneElementThe party(s) that are responsible for covering the payment of this account, and what order should they be applied to the account

.... coverage Σ1..1Reference(Coverage)The party(s), such as insurances, that may contribute to the payment of this account
.... priority Σ0..1positiveIntThe priority of the coverage in the context of this account
... owner Σ0..1Reference(Organization)Entity managing the Account
... description Σ0..1stringExplanation of purpose/use
... guarantor 0..*BackboneElementThe parties ultimately responsible for balancing the Account

.... party 1..1Reference(Patient | RelatedPerson | Organization)Responsible entity
.... onHold 0..1booleanCredit or other hold applied
.... period 0..1PeriodGuarantee account during
... relatedAccount 0..*BackboneElementOther associated accounts related to this account

.... relationship 0..1CodeableConceptRelationship of the associated Account
Account Relationship (Example)
.... account 1..1Reference(Account)Reference to an associated Account
... currency 0..1CodeableConceptThe base or default currency
CurrencyCode (Required)
... balance 0..*BackboneElementCalculated account balance(s)

.... aggregate 0..1CodeableConceptWho is expected to pay this part of the balance
Account Aggregate (Extensible)
.... term 0..1CodeableConceptcurrent | 30 | 60 | 90 | 120
Account Balance Term (Extensible)
.... estimate 0..1booleanEstimated balance
.... amount 1..1MoneyCalculated amount
... calculatedAt 0..1instantTime the balance amount was calculated

doco Documentation for this format

See the Extensions for this resource

UML Diagram (Legend)

Account (DomainResource)Unique identifier used to reference the account. Might or might not be intended for human use (e.g. credit card number)identifier : Identifier [0..*]Indicates whether the account is presently used/usable or not (this element modifies the meaning of other elements)status : code [1..1] « null (Strength=Required)AccountStatus! »The BillingStatus tracks the lifecycle of the account through the billing process. It indicates how transactions are treated when they are allocated to the accountbillingStatus : CodeableConcept [0..1] « null (Strength=Example)AccountBillingStatus?? »Categorizes the account for reporting and searching purposestype : CodeableConcept [0..1] « null (Strength=Example)AccountTypes?? »Name used for the account when displaying it to humans in reports, etcname : string [0..1]Identifies the entity which incurs the expenses. While the immediate recipients of services or goods might be entities related to the subject, the expenses were ultimately incurred by the subject of the Accountsubject : Reference [0..*] « Patient|Device|Practitioner| PractitionerRole|Location|HealthcareService|Organization »The date range of services associated with this accountservicePeriod : Period [0..1]Indicates the service area, hospital, department, etc. with responsibility for managing the Accountowner : Reference [0..1] « Organization »Provides additional information about what the account tracks and how it is useddescription : string [0..1]The default currency for the accountcurrency : CodeableConcept [0..1] « null (Strength=Required)Currencies! »Time the balance amount was calculatedcalculatedAt : instant [0..1]CoverageThe party(s) that contribute to payment (or part of) of the charges applied to this account (including self-pay). A coverage may only be responsible for specific types of charges, and the sequence of the coverages in the account could be important when processing billingcoverage : Reference [1..1] « Coverage »The priority of the coverage in the context of this accountpriority : positiveInt [0..1]GuarantorThe entity who is responsibleparty : Reference [1..1] « Patient|RelatedPerson|Organization »A guarantor may be placed on credit hold or otherwise have their role temporarily suspendedonHold : boolean [0..1]The timeframe during which the guarantor accepts responsibility for the accountperiod : Period [0..1]RelatedAccountRelationship of the associated Accountrelationship : CodeableConcept [0..1] « null (Strength=Example)AccountRelationship?? »Reference to an associated Accountaccount : Reference [1..1] « Account »BalanceWho is expected to pay this part of the balanceaggregate : CodeableConcept [0..1] « null (Strength=Extensible)AccountAggregate+ »The term of the account balances - The balance value is the amount that was outstanding for this ageterm : CodeableConcept [0..1] « null (Strength=Extensible)AccountBalanceTerm+ »The amount is only an estimated value - this is likely common for `current` term balances, but not with known terms (that were generated by a backend process)estimate : boolean [0..1]The actual balance value calculated for the age defined in the term propertyamount : Money [1..1]The party(s) that are responsible for covering the payment of this account, and what order should they be applied to the accountcoverage[0..*]The parties responsible for balancing the account if other payment options fall shortguarantor[0..*]Other associated accounts related to this accountrelatedAccount[0..*]The calculated account balances - these are calculated and processed by the finance system. The balances with a `term` that is not current are usually generated/updated by an invoicing or similar processbalance[0..*]

XML Template

<Account xmlns="http://hl7.org/fhir"> doco
 <!-- from Resource: id, meta, implicitRules, and language -->
 <!-- from DomainResource: text, contained, extension, and modifierExtension -->
 <identifier><!-- 0..* Identifier Account number --></identifier>
 <status value="[code]"/><!-- 1..1 active | inactive | entered-in-error | on-hold | unknown -->
 <billingStatus><!-- 0..1 CodeableConcept Tracks the lifecycle of the account through the billing process --></billingStatus>
 <type><!-- 0..1 CodeableConcept E.g. patient, expense, depreciation --></type>
 <name value="[string]"/><!-- 0..1 Human-readable label -->
 <subject><!-- 0..* Reference(Device|HealthcareService|Location|Organization|
   Patient|Practitioner|PractitionerRole) The entity that caused the expenses --></subject>
 <servicePeriod><!-- 0..1 Period Transaction window --></servicePeriod>
 <coverage>  <!-- 0..* The party(s) that are responsible for covering the payment of this account, and what order should they be applied to the account -->
  <coverage><!-- 1..1 Reference(Coverage) The party(s), such as insurances, that may contribute to the payment of this account --></coverage>
  <priority value="[positiveInt]"/><!-- 0..1 The priority of the coverage in the context of this account -->
 </coverage>
 <owner><!-- 0..1 Reference(Organization) Entity managing the Account --></owner>
 <description value="[string]"/><!-- 0..1 Explanation of purpose/use -->
 <guarantor>  <!-- 0..* The parties ultimately responsible for balancing the Account -->
  <party><!-- 1..1 Reference(Organization|Patient|RelatedPerson) Responsible entity --></party>
  <onHold value="[boolean]"/><!-- 0..1 Credit or other hold applied -->
  <period><!-- 0..1 Period Guarantee account during --></period>
 </guarantor>
 <relatedAccount>  <!-- 0..* Other associated accounts related to this account -->
  <relationship><!-- 0..1 CodeableConcept Relationship of the associated Account --></relationship>
  <account><!-- 1..1 Reference(Account) Reference to an associated Account --></account>
 </relatedAccount>
 <currency><!-- 0..1 CodeableConcept The base or default currency --></currency>
 <balance>  <!-- 0..* Calculated account balance(s) -->
  <aggregate><!-- 0..1 CodeableConcept Who is expected to pay this part of the balance --></aggregate>
  <term><!-- 0..1 CodeableConcept current | 30 | 60 | 90 | 120 --></term>
  <estimate value="[boolean]"/><!-- 0..1 Estimated balance -->
  <amount><!-- 1..1 Money Calculated amount --></amount>
 </balance>
 <calculatedAt value="[instant]"/><!-- 0..1 Time the balance amount was calculated -->
</Account>

JSON Template

{doco
  "resourceType" : "Account",
  // from Resource: id, meta, implicitRules, and language
  // from DomainResource: text, contained, extension, and modifierExtension
  "identifier" : [{ Identifier }], // Account number
  "status" : "<code>", // R!  active | inactive | entered-in-error | on-hold | unknown
  "billingStatus" : { CodeableConcept }, // Tracks the lifecycle of the account through the billing process
  "type" : { CodeableConcept }, // E.g. patient, expense, depreciation
  "name" : "<string>", // Human-readable label
  "subject" : [{ Reference(Device|HealthcareService|Location|Organization|
   Patient|Practitioner|PractitionerRole) }], // The entity that caused the expenses
  "servicePeriod" : { Period }, // Transaction window
  "coverage" : [{ // The party(s) that are responsible for covering the payment of this account, and what order should they be applied to the account
    "coverage" : { Reference(Coverage) }, // R!  The party(s), such as insurances, that may contribute to the payment of this account
    "priority" : "<positiveInt>" // The priority of the coverage in the context of this account
  }],
  "owner" : { Reference(Organization) }, // Entity managing the Account
  "description" : "<string>", // Explanation of purpose/use
  "guarantor" : [{ // The parties ultimately responsible for balancing the Account
    "party" : { Reference(Organization|Patient|RelatedPerson) }, // R!  Responsible entity
    "onHold" : <boolean>, // Credit or other hold applied
    "period" : { Period } // Guarantee account during
  }],
  "relatedAccount" : [{ // Other associated accounts related to this account
    "relationship" : { CodeableConcept }, // Relationship of the associated Account
    "account" : { Reference(Account) } // R!  Reference to an associated Account
  }],
  "currency" : { CodeableConcept }, // The base or default currency
  "balance" : [{ // Calculated account balance(s)
    "aggregate" : { CodeableConcept }, // Who is expected to pay this part of the balance
    "term" : { CodeableConcept }, // current | 30 | 60 | 90 | 120
    "estimate" : <boolean>, // Estimated balance
    "amount" : { Money } // R!  Calculated amount
  }],
  "calculatedAt" : "<instant>" // Time the balance amount was calculated
}

Turtle Template

@prefix fhir: <http://hl7.org/fhir/> .doco


[ a fhir:Account;
  fhir:nodeRole fhir:treeRoot; # if this is the parser root

  # from Resource: .id, .meta, .implicitRules, and .language
  # from DomainResource: .text, .contained, .extension, and .modifierExtension
  fhir:Account.identifier [ Identifier ], ... ; # 0..* Account number
  fhir:Account.status [ code ]; # 1..1 active | inactive | entered-in-error | on-hold | unknown
  fhir:Account.billingStatus [ CodeableConcept ]; # 0..1 Tracks the lifecycle of the account through the billing process
  fhir:Account.type [ CodeableConcept ]; # 0..1 E.g. patient, expense, depreciation
  fhir:Account.name [ string ]; # 0..1 Human-readable label
  fhir:Account.subject [ Reference(Device|HealthcareService|Location|Organization|Patient|Practitioner|
  PractitionerRole) ], ... ; # 0..* The entity that caused the expenses
  fhir:Account.servicePeriod [ Period ]; # 0..1 Transaction window
  fhir:Account.coverage [ # 0..* The party(s) that are responsible for covering the payment of this account, and what order should they be applied to the account
    fhir:Account.coverage.coverage [ Reference(Coverage) ]; # 1..1 The party(s), such as insurances, that may contribute to the payment of this account
    fhir:Account.coverage.priority [ positiveInt ]; # 0..1 The priority of the coverage in the context of this account
  ], ...;
  fhir:Account.owner [ Reference(Organization) ]; # 0..1 Entity managing the Account
  fhir:Account.description [ string ]; # 0..1 Explanation of purpose/use
  fhir:Account.guarantor [ # 0..* The parties ultimately responsible for balancing the Account
    fhir:Account.guarantor.party [ Reference(Organization|Patient|RelatedPerson) ]; # 1..1 Responsible entity
    fhir:Account.guarantor.onHold [ boolean ]; # 0..1 Credit or other hold applied
    fhir:Account.guarantor.period [ Period ]; # 0..1 Guarantee account during
  ], ...;
  fhir:Account.relatedAccount [ # 0..* Other associated accounts related to this account
    fhir:Account.relatedAccount.relationship [ CodeableConcept ]; # 0..1 Relationship of the associated Account
    fhir:Account.relatedAccount.account [ Reference(Account) ]; # 1..1 Reference to an associated Account
  ], ...;
  fhir:Account.currency [ CodeableConcept ]; # 0..1 The base or default currency
  fhir:Account.balance [ # 0..* Calculated account balance(s)
    fhir:Account.balance.aggregate [ CodeableConcept ]; # 0..1 Who is expected to pay this part of the balance
    fhir:Account.balance.term [ CodeableConcept ]; # 0..1 current | 30 | 60 | 90 | 120
    fhir:Account.balance.estimate [ boolean ]; # 0..1 Estimated balance
    fhir:Account.balance.amount [ Money ]; # 1..1 Calculated amount
  ], ...;
  fhir:Account.calculatedAt [ instant ]; # 0..1 Time the balance amount was calculated
]

Changes since R4

Account
Account.billingStatus
  • Added Element
Account.relatedAccount
  • Added Element
Account.relatedAccount.relationship
  • Added Element
Account.relatedAccount.account
  • Added Mandatory Element
Account.currency
  • Added Element
Account.balance
  • Added Element
Account.balance.aggregate
  • Added Element
Account.balance.term
  • Added Element
Account.balance.estimate
  • Added Element
Account.balance.amount
  • Added Mandatory Element
Account.calculatedAt
  • Added Element
Account.partOf
  • deleted

See the Full Difference for further information

This analysis is available as XML or JSON.

See R3 <--> R4 Conversion Maps (status = 2 tests that all execute ok. 2 fail round-trip testing and all r3 resources are valid.)

Structure

NameFlagsCard.TypeDescription & Constraintsdoco
.. Account TUDomainResourceTracks balance, charges, for patient or cost center

Elements defined in Ancestors: id, meta, implicitRules, language, text, contained, extension, modifierExtension
... identifier Σ0..*IdentifierAccount number

... status ?!Σ1..1codeactive | inactive | entered-in-error | on-hold | unknown
AccountStatus (Required)
... billingStatus Σ0..1CodeableConceptTracks the lifecycle of the account through the billing process
Example Account Billing Statuses (Example)
... name Σ0..1stringHuman-readable label
... subject Σ0..*Reference(Patient | Device | Practitioner | PractitionerRole | Location | HealthcareService | Organization)The entity that caused the expenses

... servicePeriod Σ0..1PeriodTransaction window
... coverage Σ0..*BackboneElementThe party(s) that are responsible for covering the payment of this account, and what order should they be applied to the account

.... coverage Σ1..1Reference(Coverage)The party(s), such as insurances, that may contribute to the payment of this account
.... priority Σ0..1positiveIntThe priority of the coverage in the context of this account
... owner Σ0..1Reference(Organization)Entity managing the Account
... description Σ0..1stringExplanation of purpose/use
... guarantor 0..*BackboneElementThe parties ultimately responsible for balancing the Account

.... party 1..1Reference(Patient | RelatedPerson | Organization)Responsible entity
.... onHold 0..1booleanCredit or other hold applied
.... period 0..1PeriodGuarantee account during
... relatedAccount 0..*BackboneElementOther associated accounts related to this account

.... relationship 0..1CodeableConceptRelationship of the associated Account
Account Relationship (Example)
.... account 1..1Reference(Account)Reference to an associated Account
... currency 0..1CodeableConceptThe base or default currency
CurrencyCode (Required)
... balance 0..*BackboneElementCalculated account balance(s)

.... aggregate 0..1CodeableConceptWho is expected to pay this part of the balance
Account Aggregate (Extensible)
.... term 0..1CodeableConceptcurrent | 30 | 60 | 90 | 120
Account Balance Term (Extensible)
.... estimate 0..1booleanEstimated balance
.... amount 1..1MoneyCalculated amount
... calculatedAt 0..1instantTime the balance amount was calculated

doco Documentation for this format

See the Extensions for this resource

UML Diagram (Legend)

Account (DomainResource)Unique identifier used to reference the account. Might or might not be intended for human use (e.g. credit card number)identifier : Identifier [0..*]Indicates whether the account is presently used/usable or not (this element modifies the meaning of other elements)status : code [1..1] « null (Strength=Required)AccountStatus! »The BillingStatus tracks the lifecycle of the account through the billing process. It indicates how transactions are treated when they are allocated to the accountbillingStatus : CodeableConcept [0..1] « null (Strength=Example)AccountBillingStatus?? »Categorizes the account for reporting and searching purposestype : CodeableConcept [0..1] « null (Strength=Example)AccountTypes?? »Name used for the account when displaying it to humans in reports, etcname : string [0..1]Identifies the entity which incurs the expenses. While the immediate recipients of services or goods might be entities related to the subject, the expenses were ultimately incurred by the subject of the Accountsubject : Reference [0..*] « Patient|Device|Practitioner| PractitionerRole|Location|HealthcareService|Organization »The date range of services associated with this accountservicePeriod : Period [0..1]Indicates the service area, hospital, department, etc. with responsibility for managing the Accountowner : Reference [0..1] « Organization »Provides additional information about what the account tracks and how it is useddescription : string [0..1]The default currency for the accountcurrency : CodeableConcept [0..1] « null (Strength=Required)Currencies! »Time the balance amount was calculatedcalculatedAt : instant [0..1]CoverageThe party(s) that contribute to payment (or part of) of the charges applied to this account (including self-pay). A coverage may only be responsible for specific types of charges, and the sequence of the coverages in the account could be important when processing billingcoverage : Reference [1..1] « Coverage »The priority of the coverage in the context of this accountpriority : positiveInt [0..1]GuarantorThe entity who is responsibleparty : Reference [1..1] « Patient|RelatedPerson|Organization »A guarantor may be placed on credit hold or otherwise have their role temporarily suspendedonHold : boolean [0..1]The timeframe during which the guarantor accepts responsibility for the accountperiod : Period [0..1]RelatedAccountRelationship of the associated Accountrelationship : CodeableConcept [0..1] « null (Strength=Example)AccountRelationship?? »Reference to an associated Accountaccount : Reference [1..1] « Account »BalanceWho is expected to pay this part of the balanceaggregate : CodeableConcept [0..1] « null (Strength=Extensible)AccountAggregate+ »The term of the account balances - The balance value is the amount that was outstanding for this ageterm : CodeableConcept [0..1] « null (Strength=Extensible)AccountBalanceTerm+ »The amount is only an estimated value - this is likely common for `current` term balances, but not with known terms (that were generated by a backend process)estimate : boolean [0..1]The actual balance value calculated for the age defined in the term propertyamount : Money [1..1]The party(s) that are responsible for covering the payment of this account, and what order should they be applied to the accountcoverage[0..*]The parties responsible for balancing the account if other payment options fall shortguarantor[0..*]Other associated accounts related to this accountrelatedAccount[0..*]The calculated account balances - these are calculated and processed by the finance system. The balances with a `term` that is not current are usually generated/updated by an invoicing or similar processbalance[0..*]

XML Template

<Account xmlns="http://hl7.org/fhir"> doco
 <!-- from Resource: id, meta, implicitRules, and language -->
 <!-- from DomainResource: text, contained, extension, and modifierExtension -->
 <identifier><!-- 0..* Identifier Account number --></identifier>
 <status value="[code]"/><!-- 1..1 active | inactive | entered-in-error | on-hold | unknown -->
 <billingStatus><!-- 0..1 CodeableConcept Tracks the lifecycle of the account through the billing process --></billingStatus>
 <type><!-- 0..1 CodeableConcept E.g. patient, expense, depreciation --></type>
 <name value="[string]"/><!-- 0..1 Human-readable label -->
 <subject><!-- 0..* Reference(Device|HealthcareService|Location|Organization|
   Patient|Practitioner|PractitionerRole) The entity that caused the expenses --></subject>
 <servicePeriod><!-- 0..1 Period Transaction window --></servicePeriod>
 <coverage>  <!-- 0..* The party(s) that are responsible for covering the payment of this account, and what order should they be applied to the account -->
  <coverage><!-- 1..1 Reference(Coverage) The party(s), such as insurances, that may contribute to the payment of this account --></coverage>
  <priority value="[positiveInt]"/><!-- 0..1 The priority of the coverage in the context of this account -->
 </coverage>
 <owner><!-- 0..1 Reference(Organization) Entity managing the Account --></owner>
 <description value="[string]"/><!-- 0..1 Explanation of purpose/use -->
 <guarantor>  <!-- 0..* The parties ultimately responsible for balancing the Account -->
  <party><!-- 1..1 Reference(Organization|Patient|RelatedPerson) Responsible entity --></party>
  <onHold value="[boolean]"/><!-- 0..1 Credit or other hold applied -->
  <period><!-- 0..1 Period Guarantee account during --></period>
 </guarantor>
 <relatedAccount>  <!-- 0..* Other associated accounts related to this account -->
  <relationship><!-- 0..1 CodeableConcept Relationship of the associated Account --></relationship>
  <account><!-- 1..1 Reference(Account) Reference to an associated Account --></account>
 </relatedAccount>
 <currency><!-- 0..1 CodeableConcept The base or default currency --></currency>
 <balance>  <!-- 0..* Calculated account balance(s) -->
  <aggregate><!-- 0..1 CodeableConcept Who is expected to pay this part of the balance --></aggregate>
  <term><!-- 0..1 CodeableConcept current | 30 | 60 | 90 | 120 --></term>
  <estimate value="[boolean]"/><!-- 0..1 Estimated balance -->
  <amount><!-- 1..1 Money Calculated amount --></amount>
 </balance>
 <calculatedAt value="[instant]"/><!-- 0..1 Time the balance amount was calculated -->
</Account>

JSON Template

{doco
  "resourceType" : "Account",
  // from Resource: id, meta, implicitRules, and language
  // from DomainResource: text, contained, extension, and modifierExtension
  "identifier" : [{ Identifier }], // Account number
  "status" : "<code>", // R!  active | inactive | entered-in-error | on-hold | unknown
  "billingStatus" : { CodeableConcept }, // Tracks the lifecycle of the account through the billing process
  "type" : { CodeableConcept }, // E.g. patient, expense, depreciation
  "name" : "<string>", // Human-readable label
  "subject" : [{ Reference(Device|HealthcareService|Location|Organization|
   Patient|Practitioner|PractitionerRole) }], // The entity that caused the expenses
  "servicePeriod" : { Period }, // Transaction window
  "coverage" : [{ // The party(s) that are responsible for covering the payment of this account, and what order should they be applied to the account
    "coverage" : { Reference(Coverage) }, // R!  The party(s), such as insurances, that may contribute to the payment of this account
    "priority" : "<positiveInt>" // The priority of the coverage in the context of this account
  }],
  "owner" : { Reference(Organization) }, // Entity managing the Account
  "description" : "<string>", // Explanation of purpose/use
  "guarantor" : [{ // The parties ultimately responsible for balancing the Account
    "party" : { Reference(Organization|Patient|RelatedPerson) }, // R!  Responsible entity
    "onHold" : <boolean>, // Credit or other hold applied
    "period" : { Period } // Guarantee account during
  }],
  "relatedAccount" : [{ // Other associated accounts related to this account
    "relationship" : { CodeableConcept }, // Relationship of the associated Account
    "account" : { Reference(Account) } // R!  Reference to an associated Account
  }],
  "currency" : { CodeableConcept }, // The base or default currency
  "balance" : [{ // Calculated account balance(s)
    "aggregate" : { CodeableConcept }, // Who is expected to pay this part of the balance
    "term" : { CodeableConcept }, // current | 30 | 60 | 90 | 120
    "estimate" : <boolean>, // Estimated balance
    "amount" : { Money } // R!  Calculated amount
  }],
  "calculatedAt" : "<instant>" // Time the balance amount was calculated
}

Turtle Template

@prefix fhir: <http://hl7.org/fhir/> .doco


[ a fhir:Account;
  fhir:nodeRole fhir:treeRoot; # if this is the parser root

  # from Resource: .id, .meta, .implicitRules, and .language
  # from DomainResource: .text, .contained, .extension, and .modifierExtension
  fhir:Account.identifier [ Identifier ], ... ; # 0..* Account number
  fhir:Account.status [ code ]; # 1..1 active | inactive | entered-in-error | on-hold | unknown
  fhir:Account.billingStatus [ CodeableConcept ]; # 0..1 Tracks the lifecycle of the account through the billing process
  fhir:Account.type [ CodeableConcept ]; # 0..1 E.g. patient, expense, depreciation
  fhir:Account.name [ string ]; # 0..1 Human-readable label
  fhir:Account.subject [ Reference(Device|HealthcareService|Location|Organization|Patient|Practitioner|
  PractitionerRole) ], ... ; # 0..* The entity that caused the expenses
  fhir:Account.servicePeriod [ Period ]; # 0..1 Transaction window
  fhir:Account.coverage [ # 0..* The party(s) that are responsible for covering the payment of this account, and what order should they be applied to the account
    fhir:Account.coverage.coverage [ Reference(Coverage) ]; # 1..1 The party(s), such as insurances, that may contribute to the payment of this account
    fhir:Account.coverage.priority [ positiveInt ]; # 0..1 The priority of the coverage in the context of this account
  ], ...;
  fhir:Account.owner [ Reference(Organization) ]; # 0..1 Entity managing the Account
  fhir:Account.description [ string ]; # 0..1 Explanation of purpose/use
  fhir:Account.guarantor [ # 0..* The parties ultimately responsible for balancing the Account
    fhir:Account.guarantor.party [ Reference(Organization|Patient|RelatedPerson) ]; # 1..1 Responsible entity
    fhir:Account.guarantor.onHold [ boolean ]; # 0..1 Credit or other hold applied
    fhir:Account.guarantor.period [ Period ]; # 0..1 Guarantee account during
  ], ...;
  fhir:Account.relatedAccount [ # 0..* Other associated accounts related to this account
    fhir:Account.relatedAccount.relationship [ CodeableConcept ]; # 0..1 Relationship of the associated Account
    fhir:Account.relatedAccount.account [ Reference(Account) ]; # 1..1 Reference to an associated Account
  ], ...;
  fhir:Account.currency [ CodeableConcept ]; # 0..1 The base or default currency
  fhir:Account.balance [ # 0..* Calculated account balance(s)
    fhir:Account.balance.aggregate [ CodeableConcept ]; # 0..1 Who is expected to pay this part of the balance
    fhir:Account.balance.term [ CodeableConcept ]; # 0..1 current | 30 | 60 | 90 | 120
    fhir:Account.balance.estimate [ boolean ]; # 0..1 Estimated balance
    fhir:Account.balance.amount [ Money ]; # 1..1 Calculated amount
  ], ...;
  fhir:Account.calculatedAt [ instant ]; # 0..1 Time the balance amount was calculated
]

Changes since Release 4

Account
Account.billingStatus
  • Added Element
Account.relatedAccount
  • Added Element
Account.relatedAccount.relationship
  • Added Element
Account.relatedAccount.account
  • Added Mandatory Element
Account.currency
  • Added Element
Account.balance
  • Added Element
Account.balance.aggregate
  • Added Element
Account.balance.term
  • Added Element
Account.balance.estimate
  • Added Element
Account.balance.amount
  • Added Mandatory Element
Account.calculatedAt
  • Added Element
Account.partOf
  • deleted

See the Full Difference for further information

This analysis is available as XML or JSON.

See R3 <--> R4 Conversion Maps (status = 2 tests that all execute ok. 2 fail round-trip testing and all r3 resources are valid.)

 

Additional definitions: Master Definition XML + JSON, XML Schema/Schematron + JSON Schema, ShEx (for Turtle) + see the extensions, the spreadsheet version & the dependency analysis

8.12.5.1 Terminology Bindings

PathDefinitionTypeReference
Account.status

Indicates whether the account is available to be used.

RequiredAccountStatus
Account.billingStatus

Indicates whether the account is available to be used for billing purposes.

ExampleAccountBillingStatus
Account.type

This examples value set defines the set of codes that can be used to represent the type of an account.

ExampleAccountTypes
Account.relatedAccount.relationship

Relationship between accounts

ExampleAccountRelationship
Account.currency

Currency codes from ISO 4217 (see https://www.iso.org/iso-4217-currency-codes.html)

RequiredCurrencies
Account.balance.aggregate

Indicates who is expected to pay a part of the account balance.

ExtensibleAccountAggregate
Account.balance.term

Indicates the account balance's age.

ExtensibleAccountBalanceTerm

8.12.6 Search Parameters

Search parameters for this resource. The common parameters also apply. See Searching for more information about searching in REST, messaging, and services.

NameTypeDescriptionExpressionIn Common
guarantorreferenceThe parties ultimately responsible for balancing the AccountAccount.guarantor.party
(Organization, Patient, RelatedPerson)
identifiertokenAccount numberAccount.identifier
name NstringHuman-readable labelAccount.name
ownerreferenceEntity managing the AccountAccount.owner
(Organization)
patientreferenceThe entity that caused the expensesAccount.subject.where(resolve() is Patient)
(Patient)
perioddateTransaction windowAccount.servicePeriod
relatedaccountreferenceParent and other related accountsAccount.relatedAccount.account
(Account)
statustokenactive | inactive | entered-in-error | on-hold | unknownAccount.status
subjectreferenceThe entity that caused the expensesAccount.subject
(Practitioner, Organization, Device, Patient, HealthcareService, PractitionerRole, Location)
typetokenE.g. patient, expense, depreciationAccount.type