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patient statement

pt_stmt
finance·Updated Jun 23, 2026

Definition

ISO-11179 Definition

A billing document sent by a healthcare provider to a patient itemizing services rendered, insurance payments received, adjustments applied, and the remaining balance owed by the patient after insurance adjudication. Patient statements are a primary patient-facing revenue cycle touchpoint and significantly influence payment behavior — clear, accurate, and timely statements improve patient payment rates while confusing or delayed statements increase bad debt. Effective patient statements communicate the service date, description of care, amount billed, insurance payment, contractual adjustments, and net patient responsibility in plain language that patients without healthcare billing expertise can understand.

Healthcare data teams track pt_stmt metrics including statement generation timing from claim adjudication, statement delivery method preferences by patient segment, response rates by statement design and timing, and payment conversion rates from statement to payment to optimize patient financial communication strategies.

Standard Abbreviation

pt_stmt

Category

finance

Production DDL — FACT_CLAIM_TRANSACTION

FACT_CLAIM_TRANSACTION.sql
CREATE OR REPLACE TABLE FACT_CLAIM_TRANSACTION (
    clm_txn_key     INTEGER        NOT NULL  -- surrogate key,
    clm_id          VARCHAR(50)    NOT NULL  -- claim identifier,
    mbr_key         INTEGER        NOT NULL  -- FK to DIM_MEMBER,
    prvdr_key       INTEGER        NOT NULL  -- FK to DIM_PROVIDER,
    clm_typ_cd      VARCHAR(10)              -- claim type code,
    tot_chrg_amt    DECIMAL(18,2)            -- total charged amount,
    tot_alwd_amt    DECIMAL(18,2)            -- total allowed amount,
    tot_pd_amt      DECIMAL(18,2)            -- total paid amount,
    cntrct_adj_amt  DECIMAL(18,2)            -- contractual adjustment,
    denial_ind      CHAR(1)                  -- denial indicator,
    denial_rsn_cd   VARCHAR(10)              -- denial reason code,
    prior_auth_nbr  VARCHAR(30)              -- authorization number,
    clm_lag_days    SMALLINT                 -- claim lag days,
    days_ar         SMALLINT                 -- days in AR,
    load_dt         TIMESTAMP_NTZ  NOT NULL  -- load timestamp
);

Standard Snowflake DDL for the canonical finance table. Convert to BigQuery or Databricks →

Why This Term Matters

Healthcare data terminology is foundational for any data engineer working in this industry. Precise understanding of standard terms enables accurate schema design, reduces downstream data quality issues, and ensures pipelines meet the regulatory and interoperability requirements imposed by HIPAA, HL7 FHIR, and CMS reporting frameworks. Without this foundation, even technically well-built pipelines produce data that fails validation when it reaches payers or regulators.

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