---
type: "resource-definitions"
title: "Account Definitions"
resource: "Account"
---

# Account Definitions

<a id="Account"></a>

## Account
Tracks balance, charges, for patient or cost center

**Definition:** 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.

**Aliases:** Cost center, Record

**Cardinality:** 0..*

**Mappings:** rim=Account; w5=financial.support


<a id="Account.identifier"></a>

## Account.identifier
Account number

**Definition:** Unique identifier used to reference the account.  Might or might not be intended for human use (e.g. credit card number).

**Cardinality:** 0..*

**Type:** [Identifier](/Identifier)

**Summary:** true

**Mappings:** w5=FiveWs.identifier; rim=.id


<a id="Account.status"></a>

## Account.status
active | inactive | entered-in-error | on-hold | unknown

**Definition:** Indicates whether the account is presently used/usable or not.

**Comments:** This element is labeled as a modifier because the status contains the codes inactive and entered-in-error that mark the Account as not currently valid.

**Cardinality:** 1..1

**Type:** [code](/code)

**Binding:** required:[account-status](/valueset-account-status)

**Summary:** true

**Is Modifier:** true (Reason: This element is labelled as a modifier because it is a status element that contains status entered-in-error which means that the resource should not be treated as valid)

**Mappings:** w5=FiveWs.status; rim=.statusCode


<a id="Account.billingStatus"></a>

## Account.billingStatus
Tracks the lifecycle of the account through the billing process

**Definition:** The BillingStatus tracks the lifecycle of the account through the billing process. It indicates how transactions are treated when they are allocated to the account.

**Cardinality:** 0..1

**Type:** [CodeableConcept](/CodeableConcept)

**Binding:** example:[account-billing-status](/valueset-account-billing-status)

**Summary:** true


<a id="Account.type"></a>

## Account.type
E.g. patient, expense, depreciation

**Definition:** Categorizes the account for reporting and searching purposes.

**Cardinality:** 0..1

**Type:** [CodeableConcept](/CodeableConcept)

**Binding:** example:[account-type](/valueset-account-type)

**Summary:** true

**Mappings:** w5=FiveWs.class; rim=.code


<a id="Account.name"></a>

## Account.name
Human-readable label

**Definition:** Name used for the account when displaying it to humans in reports, etc.

**Aliases:** Title

**Cardinality:** 0..1

**Type:** [string](/string)

**Summary:** true

**Mappings:** w5=FiveWs.what[x]; rim=.title


<a id="Account.subject"></a>

## Account.subject
The entity that caused the expenses

**Definition:** 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 Account.

**Comments:** Accounts can be applied to non-patients for tracking other non-patient related activities, such as group services (patients not tracked, and costs charged to another body), or might not be allocated. Accounts might reference a different Patient resource instance than is referenced by clinical resources if the demographics for the Account differ from the demographics that are most appropriate for clinical purposes.  For example, the demographics on Account might need to exactly match what the insurance company has on file in order for claims to be processed efficiently.  But the demographics the insurance company have might not reflect the demographics that are appropriate for coordinating clinical care.  When two (or more) Patient resource instances are used, they should be linked using Patient.link with a type of 'seealso'.

**Aliases:** target

**Cardinality:** 0..*

**Type:** Reference([Patient](/Patient), [Device](/Device), [Practitioner](/Practitioner), [PractitionerRole](/PractitionerRole), [Location](/Location), [HealthcareService](/HealthcareService), [Organization](/Organization))

**Summary:** true

**Mappings:** w5=FiveWs.subject; rim=.subject


<a id="Account.servicePeriod"></a>

## Account.servicePeriod
Transaction window

**Definition:** The date range of services associated with this account.

**Comments:** It is possible for transactions to be posted outside the service period, as long as the service was provided within the defined service period.

**Cardinality:** 0..1

**Type:** [Period](/Period)

**Summary:** true

**Mappings:** w5=FiveWs.done[x]; rim=.coverage.insurancePolicy.effectiveTime


<a id="Account.covers"></a>

## Account.covers
Episodic account covering these encounters/episodes of care

**Definition:** An account that collects the charges for a specific set of services offered over a limited time period.  For example, a hospital account might contain all charges related to a given admission, including any inpatient appointments, and possibly re-admissions, of the billing for those re-admissions should be grouped with the initial admission for the purpose of claim submission.

**Comments:** Episode Accounts often exist for the duration of a relatively short billing cycle (for example, a month, or possibly a quarter).  One a given billing cycle ends, the associated Episodic Account would close, and a new account would open for the next billing cycle.  A patient that is admitted for 6 months, where the billing cycle is monthly, would have 6 episodic accounts each covering one month.

**Cardinality:** 0..*

**Type:** Reference([Encounter](/Encounter), [EpisodeOfCare](/EpisodeOfCare))

**Summary:** true


<a id="Account.coverage"></a>

## Account.coverage
The party(s) that are responsible for covering the payment of this account, and what order should they be applied to the account

**Definition:** The party(s) that are responsible for covering the payment of this account, and what order should they be applied to the account.

**Comments:** Typically. this may be some form of insurance, internal charges, or self-pay.

Local or jurisdictional business rules may determine which coverage covers which types of billable items charged to the account, and in which order.
Where the order is important, a local/jurisdictional extension may be defined to specify the order for the type of charge.

**Cardinality:** 0..*

**Type:** [BackboneElement](/BackboneElement)

**Summary:** true

**Mappings:** rim=.coverage


<a id="Account.coverage.coverage"></a>

## Account.coverage.coverage
The party(s), such as insurances, that may contribute to the payment of this account

**Definition:** The 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 billing.

**Cardinality:** 1..1

**Type:** Reference([Coverage](/Coverage))

**Summary:** true

**Mappings:** rim=.coverage.insurancePolicy.author


<a id="Account.coverage.priority"></a>

## Account.coverage.priority
The priority of the coverage in the context of this account

**Definition:** The priority of the coverage in the context of this account.

**Comments:** It is common in some jurisdictions for there to be multiple coverages allocated to an account, and a sequence is required to order the settling of the account (often with insurance claiming).

**Aliases:** coordination of benefit priority

**Cardinality:** 0..1

**Type:** [positiveInt](/positiveInt)

**Summary:** true

**Mappings:** rim=.coverage.sequenceNumber


<a id="Account.owner"></a>

## Account.owner
Entity managing the Account

**Definition:** Indicates the service area, hospital, department, etc. with responsibility for managing the Account.

**Cardinality:** 0..1

**Type:** Reference([Organization](/Organization))

**Summary:** true

**Mappings:** rim=.holder


<a id="Account.description"></a>

## Account.description
Explanation of purpose/use

**Definition:** Provides additional information about what the account tracks and how it is used.

**Cardinality:** 0..1

**Type:** [markdown](/markdown)

**Summary:** true

**Mappings:** rim=.subjectOf.observationEvent[code="annotation"].value


<a id="Account.guarantor"></a>

## Account.guarantor
The parties ultimately responsible for balancing the Account

**Definition:** The parties responsible for balancing the account if other payment options fall short.

**Cardinality:** 0..*

**Type:** [BackboneElement](/BackboneElement)

**Mappings:** rim=.holder.guarantorRole


<a id="Account.guarantor.party"></a>

## Account.guarantor.party
Responsible entity

**Definition:** The entity who is responsible.

**Comments:** A party and/or an account is expected to be present on the guarantor.

**Cardinality:** 0..1

**Type:** Reference([Patient](/Patient), [RelatedPerson](/RelatedPerson), [Organization](/Organization))

**Mappings:** rim=.holder.guarantorRole[guarantorPerson|guarantorOrganization]


<a id="Account.guarantor.onHold"></a>

## Account.guarantor.onHold
Credit or other hold applied

**Definition:** A guarantor may be placed on credit hold or otherwise have their role temporarily suspended.

**Cardinality:** 0..1

**Type:** [boolean](/boolean)

**Mappings:** rim=.holder.guarantorRole.statusCode


<a id="Account.guarantor.period"></a>

## Account.guarantor.period
Guarantee account during

**Definition:** The timeframe during which the guarantor accepts responsibility for the account.

**Cardinality:** 0..1

**Type:** [Period](/Period)

**Mappings:** rim=.holder.guarantorRole.effectiveTime


<a id="Account.guarantor.account"></a>

## Account.guarantor.account
A specific Account for the guarantor

**Definition:** Reference to a specific Account belonging to the guarantor to use.

**Comments:** A party and/or an account is expected to be present on the guarantor.

**Cardinality:** 0..1

**Type:** Reference([Account](/Account))


<a id="Account.guarantor.responsibility"></a>

## Account.guarantor.responsibility
Responsible %'age of charges

**Definition:** The amount (as a percentage) of the charges the guarantor is responsible.

**Cardinality:** 0..1

**Type:** [Quantity](/Quantity)([SimpleQuantity](/SimpleQuantity))


<a id="Account.guarantor.limit"></a>

## Account.guarantor.limit
Responsible financial limit

**Definition:** The maximum amount the guarantee will pay.

**Cardinality:** 0..1

**Type:** [Money](/Money)


<a id="Account.guarantor.rank"></a>

## Account.guarantor.rank
Rank order of guarator

**Definition:** The order in which guarantors will be held responsible.

**Cardinality:** 0..1

**Type:** [positiveInt](/positiveInt)


<a id="Account.diagnosis"></a>

## Account.diagnosis
The list of diagnoses relevant to this account

**Definition:** When using an account for billing a specific Encounter the set of diagnoses that are relevant for billing are stored here on the account where they are able to be sequenced appropriately prior to processing to produce claim(s).

**Cardinality:** 0..*

**Type:** [BackboneElement](/BackboneElement)

**Summary:** true

**Constraints:** act-1 | error | The dateOfDiagnosis is not valid when using a reference to a diagnosis | condition.reference.empty().not() implies dateOfDiagnosis.empty()


<a id="Account.diagnosis.sequence"></a>

## Account.diagnosis.sequence
Ranking of the diagnosis (for each type)

**Definition:** Ranking of the diagnosis (for each type).

**Cardinality:** 0..1

**Type:** [positiveInt](/positiveInt)


<a id="Account.diagnosis.condition"></a>

## Account.diagnosis.condition
The diagnosis relevant to the account

**Aliases:** indication

**Conditions:** act-1

**Cardinality:** 1..1

**Type:** [CodeableReference](/CodeableReference)

**Binding:** example:[condition-code](/valueset-condition-code)

**Summary:** true


<a id="Account.diagnosis.dateOfDiagnosis"></a>

## Account.diagnosis.dateOfDiagnosis
Date of the diagnosis (when coded diagnosis)

**Definition:** Ranking of the diagnosis (for each type).

**Conditions:** act-1

**Cardinality:** 0..1

**Type:** [dateTime](/dateTime)


<a id="Account.diagnosis.type"></a>

## Account.diagnosis.type
Type that this diagnosis has relevant to the account (e.g. admission, billing, discharge …)

**Definition:** Type that this diagnosis has relevant to the account (e.g. admission, billing, discharge …).

**Cardinality:** 0..*

**Type:** [CodeableConcept](/CodeableConcept)

**Binding:** preferred:[encounter-diagnosis-use](/valueset-encounter-diagnosis-use)


<a id="Account.diagnosis.onAdmission"></a>

## Account.diagnosis.onAdmission
Diagnosis present on Admission

**Definition:** Was the Diagnosis present on Admission in the related Encounter.

**Cardinality:** 0..1

**Type:** [boolean](/boolean)


<a id="Account.diagnosis.packageCode"></a>

## Account.diagnosis.packageCode
Package Code specific for billing

**Definition:** The package code can be used to group diagnoses that may be priced or delivered as a single product. Such as DRGs.

**Cardinality:** 0..*

**Type:** [CodeableConcept](/CodeableConcept)

**Binding:** example


<a id="Account.procedure"></a>

## Account.procedure
The list of procedures relevant to this account

**Definition:** When using an account for billing a specific Encounter the set of procedures that are relevant for billing are stored here on the account where they are able to be sequenced appropriately prior to processing to produce claim(s).

**Cardinality:** 0..*

**Type:** [BackboneElement](/BackboneElement)

**Summary:** true

**Constraints:** act-2 | error | The dateOfService is not valid when using a reference to a procedure | code.reference.empty().not() implies dateOfService.empty()


<a id="Account.procedure.sequence"></a>

## Account.procedure.sequence
Ranking of the procedure (for each type)

**Definition:** Ranking of the procedure (for each type).

**Cardinality:** 0..1

**Type:** [positiveInt](/positiveInt)


<a id="Account.procedure.code"></a>

## Account.procedure.code
The procedure relevant to the account

**Aliases:** indication

**Conditions:** act-2

**Cardinality:** 1..1

**Type:** [CodeableReference](/CodeableReference)

**Binding:** example:[procedure-code](/valueset-procedure-code)

**Summary:** true


<a id="Account.procedure.dateOfService"></a>

## Account.procedure.dateOfService
Date of the procedure (when coded procedure)

**Definition:** Date of the procedure when using a coded procedure. If using a reference to a procedure, then the date on the procedure should be used.

**Conditions:** act-2

**Cardinality:** 0..1

**Type:** [dateTime](/dateTime)


<a id="Account.procedure.type"></a>

## Account.procedure.type
How this procedure value should be used in charging the account

**Definition:** How this procedure value should be used in charging the account.

**Cardinality:** 0..*

**Type:** [CodeableConcept](/CodeableConcept)

**Binding:** example


<a id="Account.procedure.packageCode"></a>

## Account.procedure.packageCode
Package Code specific for billing

**Definition:** The package code can be used to group procedures that may be priced or delivered as a single product. Such as DRGs.

**Cardinality:** 0..*

**Type:** [CodeableConcept](/CodeableConcept)

**Binding:** example


<a id="Account.procedure.device"></a>

## Account.procedure.device
Any devices that were associated with the procedure

**Definition:** Any devices that were associated with the procedure relevant to the account.

**Cardinality:** 0..*

**Type:** Reference([Device](/Device))

**Summary:** true


<a id="Account.parent"></a>

## Account.parent
Reference to an associated parent Account

**Definition:** Reference to an associated parent Account which has this account as a sub-account.

**Cardinality:** 0..1

**Type:** Reference([Account](/Account))


<a id="Account.currency"></a>

## Account.currency
The base or default currency

**Definition:** The default currency for the account.

**Cardinality:** 0..1

**Type:** [CodeableConcept](/CodeableConcept)

**Binding:** required:[currencies](/valueset-currencies)


<a id="Account.balance"></a>

## Account.balance
Calculated account balance(s)

**Definition:** 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 process.

**Cardinality:** 0..*

**Type:** [BackboneElement](/BackboneElement)


<a id="Account.balance.aggregate"></a>

## Account.balance.aggregate
Who is expected to pay this part of the balance

**Cardinality:** 0..1

**Type:** [CodeableConcept](/CodeableConcept)

**Binding:** extensible:[account-aggregate](/valueset-account-aggregate)


<a id="Account.balance.term"></a>

## Account.balance.term
current | 30 | 60 | 90 | 120

**Definition:** The term of the account balances - The balance value is the amount that was outstanding for this age.

**Cardinality:** 0..1

**Type:** [CodeableConcept](/CodeableConcept)

**Binding:** extensible:[account-balance-term](/valueset-account-balance-term)


<a id="Account.balance.estimate"></a>

## Account.balance.estimate
Estimated balance

**Definition:** 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).

**Cardinality:** 0..1

**Type:** [boolean](/boolean)


<a id="Account.balance.amount"></a>

## Account.balance.amount
Calculated amount

**Definition:** The actual balance value calculated for the age defined in the term property.

**Cardinality:** 1..1

**Type:** [Money](/Money)


<a id="Account.calculatedAt"></a>

## Account.calculatedAt
Time the balance amount was calculated

**Comments:** The total(s) are not typically updated using the restful API but more often by back-end processes included in a typical finance system.

**Cardinality:** 0..1

**Type:** [instant](/instant)