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API reference
Redox Data Models
Financial
Transaction

Financial

This data model conveys when the patient owes something for a medication, lab, test, or other care (e.g., bed charges). It contains details about the product or service, as well as details like date, time, amounts, and participating organizations and persons.

Providers typically use Financial for billing and internal cost allocation.

This data model has event types that allow you to:

  • post a new charge to a patient's account; or
  • update a charge on a patient's account.

Transaction

Post a new charge to a patient's account.

Request Body Schema

  • Meta
    required, object
    • DataModel
      required, string
      Reliable

      Financial

    • EventType
      required, string
      Reliable

      Transaction

    • EventDateTime
      string, null
      Reliable

      Displays the UTC date and time that an outgoing request is delivered or an incoming request is received.
      ISO 8601 Format

    • Test
      boolean, null
      Reliable

      Indicates whether the request is a test or not.

    • Source
      object

      Contains the information for the system initiating the message, including the source ID and name.
      Included in messages from Redox

      • ID
        string, null
        Reliable

        Identifies the system initiating the message. If you have multiple OAuth API keys per environment type, this value is required. If you have only one OAuth API key per environment type, or you're using legacy API keys, this value is optional.
        UUID

      • Name
        string, null
        Reliable

        Displays the name of the system initiating the message.

    • Destinations
      Array of object

      Contains the information for the endpoint(s) receiving the request. A request must contain at least one destination, but asynchronous requests can have more than one destination. Synchronous requests like queries can only support one destination.
      Required when sending data to Redox.

      • ID
        string, null
        Reliable

        Identifies the endpoint that the request is directed to.
        UUID

      • Name
        string, null
        Reliable

        Displays the name of the endpoint that the request is directed to.

    • Logs
      Array of object

      Contains the log identifier(s) for the request.

      • ID
        string, null
        Reliable

        Identifies the request log(s) that correspond to this request. You can use this value to locate the relevant log in the Redox dashboard for support and reference.
        UUID

      • AttemptID
        string, null
        Reliable

        Identifies the request log attempt value, which is useful when retries are possible.
        UUID

    • FacilityCode
      string, null
      Possible

      Code for the facility related to the message.
      Only use this field if a health system indicates you should. The code is specific to the health system's EHR and might not be unique across health systems. In general, the facility fields within the data models (e.g. OrderingFacility) are more reliable and informative.

  • Patient
    required, object
    • Identifiers
      required, Array of object

      List of IDs and ID types that identify the patient

      • ID
        required, string
        Reliable

        ID for the patient

      • IDType
        required, string
        Reliable

        Type of ID.
        E.g. MRN, EPI

    • Demographics
      object
      • FirstName
        string, null
        Reliable

        Patient's first name

      • MiddleName
        string, null
        Possible

        Patient's middle name or middle initial. For patients with multiple middle names, all their middle names are included in this field.

      • LastName
        string, null
        Reliable

        Patient's last name

      • DOB
        string, null
        Reliable

        Patient's date of birth.
        In ISO 8601 format

      • SSN
        string, null
        Probable

        Patient's social security number

      • Sex
        string, null
        Reliable
        Value Set

        Patient's sex

      • Race
        string, null
        Possible
        Value Set

        Patient's race

      • IsHispanic
        boolean, null
        Possible
        Value Set

        Indicates if the patient is of hispanic origin.

      • Religion
        string, null
        Possible
        Value Set

        Patient's religious affiliation

      • MaritalStatus
        string, null
        Possible
        Value Set

        Patient's marital status

      • IsDeceased
        boolean, null
        Possible

        Indicates if the patient is deceased

      • DeathDateTime
        string, null
        Possible

        Date and Time the patient was proclaimed deceased.
        ISO 8601 Format

      • PhoneNumber
        object
        • Home
          string, null
          Probable

          Patient's home phone number.
          In E. 164 Format. (e.g. +16085551234)

        • Office
          string, null
          Probable

          Patient's office phone number.
          In E. 164 Format. (e.g. +16085551234)

        • Mobile
          string, null
          Probable

          Patient's mobile phone number.
          In E. 164 Format. (e.g. +16085551234)

      • EmailAddresses
        Array of string

        Patient's email address(es)

      • Language
        string, null
        Possible
        Value Set

        Patient's primary spoken language.
        In ISO 639-1 alpha values (e.g. 'en'). Supported Values

      • Citizenship
        Array of string

        Patient's nation(s) of citizenship.
        In ISO 3166 alpha 2 format (e.g. 'US').

      • Address
        object

        Patient's home address

        • StreetAddress
          string, null
          Probable

          Street address

        • City
          string, null
          Probable

          City

        • State
          string, null
          Probable

          State

        • ZIP
          string, null
          Probable

          ZIP

        • County
          string, null
          Possible

          County

        • Country
          string, null
          Possible
          Value Set

          Country

    • Notes
      Array of string

      Patient-level notes

  • Transactions
    required, Array of object

    List of financial transactions

    • ID
      required, string
      Reliable

      ID of the transaction.
      Sender's ID for this transaction

    • Type
      required, string
      Reliable
      Value Set

      Type of transaction

    • DateTimeOfService
      required, string
      Reliable

      Date and/or time the service started.
      ISO 8601 Format

    • Chargeable
      required, object

      Charge associated with the transaction

      • Code
        required, string
        Reliable

        Code for the charge

      • Codeset
        string, null
        Reliable

        Code set used to identify the charge

      • Description
        string, null
        Reliable

        Description of the charge

      • Quantity
        string, null
        Probable

        Quantity being charged for.
        If not supplied, the receiving system will default in a value

      • Amount
        number, null
        Probable

        Amount of the transaction.
        If the Chargeable is priced in the receiving system, this field can be blank

    • EndDateTime
      string, null
      Probable

      Date and/or time the service completed.
      ISO 8601 Format

    • Department
      object

      Department where the charge occurred

      • Code
        string, null
        Probable

        Code for the department

      • Codeset
        string, null
        Probable

        Code set used to identify the department

      • Name
        string, null
        Probable

        Name of the department

    • Diagnoses
      Array of object

      List of diagnoses associated with the transaction

      • Code
        string, null
        Probable

        Code for the diagnosis

      • Codeset
        string, null
        Probable
        Value Set

        Code set used to identify the diagnosis.
        One of the following: ICD-9, ICD-10, HCPCS, CPT

      • Name
        string, null
        Probable

        Name of the diagnosis

      • Type
        string, null
        Possible
        Value Set

        Type of the diagnosis

      • DocumentedDateTime
        string, null
        Possible

        DateTime the diagnosis was documented.
        ISO 8601 Format

    • Performers
      Array of object

      Providers responsible for performing the service.
      The "Performer" is the person who performed the test/procedure/transaction/etc.

      • ID
        string, null
        Probable

        ID of the performer.
        This ID is often required for Inpatient Visits.

      • IDType
        string, null
        Probable

        ID type of the ID for the performer

      • FirstName
        string, null
        Possible

        First name of the performer

      • LastName
        string, null
        Possible

        Last name of the performer

      • Credentials
        Array of string

        List of credentials for the performer.
        e.g. MD, PhD

      • Address
        object

        Provider's address

        • StreetAddress
          string, null
          Possible

          Street address

        • City
          string, null
          Possible

          City

        • State
          string, null
          Possible

          State

        • ZIP
          string, null
          Possible

          ZIP

        • County
          string, null
          Possible

          County

        • Country
          string, null
          Possible
          Value Set

          Country

      • EmailAddresses
        Array of string

        Provider's email address(es)

      • PhoneNumber
        object
        • Office
          string, null
          Possible

          Provider's office phone number.
          In E. 164 Format. (e.g. +16085551234)

      • Location
        object

        Provider's location

        • Type
          string, null
          Possible

          Type of location.
          Examples: Clinic, Department, Home, Nursing Unit, Provider's Office, Phone

        • Facility
          string, null
          Possible

          Facility.
          Example: Community Hospital

        • FacilityIdentifiers
          Array of object

          List of IDs specific to this facility

          • ID
            string, null
            Possible

            An ID specific to this facility

          • IDType
            string, null
            Possible

            The source or system to which this ID pertains.
            Could be an OID or a human-readable name

        • Department
          string, null
          Possible

          Department

        • DepartmentIdentifiers
          Array of object

          List of IDs specific to this department

          • ID
            string, null
            Possible

            An ID specific to this department

          • IDType
            string, null
            Possible

            The source or system to which this ID pertains.
            Could be an OID or a human-readable name

        • Room
          string, null
          Possible

          Room.
          Example: 136

    • OrderingProviders
      Array of object

      Providers responsible for ordering the service documented by this transaction.
      The "Ordering Provider" is the person who ordered the test/procedure/transaction/etc.

      • ID
        string, null
        Probable

        ID of the ordering provider.
        This ID is often required for Inpatient Visits.

      • IDType
        string, null
        Probable

        ID type of the ID for the ordering provider

      • FirstName
        string, null
        Possible

        First name of the ordering provider

      • LastName
        string, null
        Possible

        Last name of the ordering provider

      • Credentials
        Array of string

        List of credentials for the ordering provider.
        e.g. MD, PhD

      • Address
        object

        Provider's address

        • StreetAddress
          string, null
          Possible

          Street address

        • City
          string, null
          Possible

          City

        • State
          string, null
          Possible

          State

        • ZIP
          string, null
          Possible

          ZIP

        • County
          string, null
          Possible

          County

        • Country
          string, null
          Possible
          Value Set

          Country

      • EmailAddresses
        Array of string

        Provider's email address(es)

      • PhoneNumber
        object
        • Office
          string, null
          Possible

          Provider's office phone number.
          In E. 164 Format. (e.g. +16085551234)

      • Location
        object

        Provider's location

        • Type
          string, null
          Possible

          Type of location.
          Examples: Clinic, Department, Home, Nursing Unit, Provider's Office, Phone

        • Facility
          string, null
          Possible

          Facility.
          Example: Community Hospital

        • FacilityIdentifiers
          Array of object

          List of IDs specific to this facility

          • ID
            string, null
            Possible

            An ID specific to this facility

          • IDType
            string, null
            Possible

            The source or system to which this ID pertains.
            Could be an OID or a human-readable name

        • Department
          string, null
          Possible

          Department

        • DepartmentIdentifiers
          Array of object

          List of IDs specific to this department

          • ID
            string, null
            Possible

            An ID specific to this department

          • IDType
            string, null
            Possible

            The source or system to which this ID pertains.
            Could be an OID or a human-readable name

        • Room
          string, null
          Possible

          Room.
          Example: 136

    • OrderID
      string, null
      Possible

      ID of the order

    • Procedure
      object

      Procedure the charge is associated with

      • Code
        string, null
        Probable

        Code for the procedure

      • Codeset
        string, null
        Probable

        Code set used to identify the procedure.
        CPT, HCPCS, SNOMED, or LOINC. If no code set is specified, a health system specific identifier is being used.

      • Description
        string, null
        Probable

        Description of the procedure

      • Modifiers
        Array of string

        List of modifiers for this procedure

    • NDC
      object
      • Code
        string, null
        Probable

        NDC for the transaction, if this is a medication transaction

      • Description
        string, null
        Possible

        Name of the NDC/medication

  • Visit
    object
    • VisitNumber
      string, null
      Reliable

      Visit number.
      Unique ID of a single visit

    • AccountNumber
      string, null
      Possible

      Account Number.
      An ID that can span several visits often related to the same issue - pregnancy, surgeries, research study, etc.

    • VisitDateTime
      string, null
      Reliable

      DateTime of visit.
      ISO 8601 Format

    • PatientClass
      string, null
      Possible

      Patient class is used in many EHRs to determine where to put the patient.
      Examples: Inpatient, Outpatient, Emergency

    • Location
      object

      Location of the visit

      • Type
        string, null
        Possible

        Type of location.
        Examples: Clinic, Department, Home, Nursing Unit, Provider's Office, Phone

      • Facility
        string, null
        Possible

        Facility.
        Example: Community Hospital

      • FacilityIdentifiers
        Array of object

        List of IDs specific to this facility

        • ID
          string, null
          Possible

          An ID specific to this facility

        • IDType
          string, null
          Possible

          The source or system to which this ID pertains.
          Could be an OID or a human-readable name

      • Department
        string, null
        Possible

        Department

      • DepartmentIdentifiers
        Array of object

        List of IDs specific to this department

        • ID
          string, null
          Possible

          An ID specific to this department

        • IDType
          string, null
          Possible

          The source or system to which this ID pertains.
          Could be an OID or a human-readable name

      • Room
        string, null
        Possible

        Room.
        Example: 136

      • Bed
        string, null
        Possible

        Bed.
        Example: B

      • Address
        object

        Physical address

        • StreetAddress
          string, null
          Possible

          Street address

        • City
          string, null
          Possible

          City

        • State
          string, null
          Possible

          State

        • ZIP
          string, null
          Possible

          ZIP

        • County
          string, null
          Possible

          County

        • Country
          string, null
          Possible
          Value Set

          Country

    • Guarantor
      object

      Person ultimately responsible for the bill of the appointment

      • Number
        string, null
        Probable

        Number of the guarantor

      • FirstName
        string, null
        Probable

        First name

      • MiddleName
        string, null
        Possible

        Middle name

      • LastName
        string, null
        Probable

        Last name

      • SSN
        string, null
        Possible

        Guarantor's social security number

      • DOB
        string, null
        Possible

        Guarantor's date of birth.
        In ISO 8601 format

      • Sex
        string, null
        Possible
        Value Set

        Guarantor's sex.
        One of the following: Female, Male, Unknown, Other

      • Spouse
        object
        • FirstName
          string, null
          Probable

          Spouse's first name

        • LastName
          string, null
          Probable

          Spouse's last name

      • Address
        object

        Address of the guarantor

        • StreetAddress
          string, null
          Probable

          Street address

        • City
          string, null
          Probable

          City

        • State
          string, null
          Probable

          State

        • ZIP
          string, null
          Probable

          ZIP

        • County
          string, null
          Possible

          County

        • Country
          string, null
          Possible
          Value Set

          Country

      • PhoneNumber
        object
        • Home
          string, null
          Probable

          Home phone number.
          In E. 164 Format (i.e. +16085551234)

        • Business
          string, null
          Probable

          Business phone number.
          In E. 164 Format (i.e. +16085551234)

        • Mobile
          string, null
          Probable

          Mobile phone number.
          In E. 164 Format (i.e. +16085551234)

      • EmailAddresses
        Array of string

        Guarantor's email address(es)

      • Type
        string, null
        Probable

        Type of guarantor.
        E.g. institution, individual

      • RelationToPatient
        string, null
        Probable
        Value Set

        Relation to the patient

      • Employer
        object
        • Name
          string, null
          Probable

          Employer's name

        • Address
          object

          Employer's address

          • StreetAddress
            string, null
            Probable

            Street address

          • City
            string, null
            Probable

            City

          • State
            string, null
            Probable

            State

          • ZIP
            string, null
            Probable

            ZIP

          • County
            string, null
            Possible

            County

          • Country
            string, null
            Possible
            Value Set

            Country

        • PhoneNumber
          string, null
          Probable

          Employer phone number.
          In E. 164 Format (i.e. +16085551234)

    • Insurances
      Array of object

      List of insurance coverages for the patient

      • Plan
        object
        • ID
          string, null
          Probable

          Identifier of insurance plan

        • IDType
          string, null
          Probable

          ID type of insurance plan

        • Name
          string, null
          Probable

          Name of insurance plan

        • Type
          string, null
          Possible

          Type of insurance plan

      • MemberNumber
        string, null
        Possible

        Patient member number

      • Company
        object
        • ID
          string, null
          Probable

          ID of insurance company (payor)

        • IDType
          string, null
          Probable

          ID type of insurance company (payor)

        • Name
          string, null
          Probable

          Name of insurance company (payor)

        • Address
          object

          Insurance company's address

          • StreetAddress
            string, null
            Probable

            Street address

          • City
            string, null
            Probable

            City

          • State
            string, null
            Probable

            State

          • ZIP
            string, null
            Probable

            ZIP

          • County
            string, null
            Possible

            County

          • Country
            string, null
            Possible
            Value Set

            Country

        • PhoneNumber
          string, null
          Probable

          Insurance companys phone number.
          In E. 164 Format (i.e. +16085551234)

      • GroupNumber
        string, null
        Probable

        Insurance policy group number

      • GroupName
        string, null
        Probable

        Insurance policy group name

      • EffectiveDate
        string, null
        Probable

        Effect date of this insurance policy.
        In YYYY-MM-DD format

      • ExpirationDate
        string, null
        Probable

        Expiration date of this insurance policy.
        In YYYY-MM-DD format

      • PolicyNumber
        string, null
        Probable

        Insurance policy number

      • Priority
        string, null
        Possible
        Value Set

        The insurance priority sequence.
        If the insurance works in conjunction with other insurance plans, this field contains priority sequence.

      • AgreementType
        string, null
        Probable
        Value Set

        Type of insurance agreement.

      • CoverageType
        string, null
        Probable
        Value Set

        Type of insurance agreement.
        Indicates who will be receiving the bill for the service.

      • Insured
        object

        Individual who has the agreement with the insurance company for the related policy

        • Identifiers
          Array of object

          List of IDs and ID types that identify the insured

          • ID
            string, null
            Possible

            ID for the insured

          • IDType
            string, null
            Possible

            Type of ID.
            E.g. MRN, EPI

        • LastName
          string, null
          Possible

          Last name of the insured

        • MiddleName
          string, null
          Possible

          Middle name of the insured

        • FirstName
          string, null
          Possible

          First name of the insured

        • SSN
          string, null
          Possible

          Insured's social security number

        • Relationship
          string, null
          Possible
          Value Set

          Relationship of the insured to the patient

        • DOB
          string, null
          Possible

          Date of birth of the insured.
          In YYYY-MM-DD format

        • Sex
          string, null
          Possible
          Value Set

          Sex of the insured

        • Address
          object

          Address of the insured

          • StreetAddress
            string, null
            Probable

            Street address

          • City
            string, null
            Probable

            City

          • State
            string, null
            Probable

            State

          • ZIP
            string, null
            Probable

            ZIP

          • County
            string, null
            Possible

            County

          • Country
            string, null
            Possible
            Value Set

            Country

Example
json
1
{
2
  "Meta": {
3
    "DataModel": "Financial",
4
    "EventType": "Transaction",
5
    "EventDateTime": "2024-11-18T21:23:08.746Z",
6
    "Test": true,
7
    "Source": {
8
      "ID": "7ce6f387-c33c-417d-8682-81e83628cbd9",
9
      "Name": "Redox Dev Tools"
10
    },
11
    "Destinations": [
12
      {
13
        "ID": "af394f14-b34a-464f-8d24-895f370af4c9",
14
        "Name": "Redox EMR"
15
      }
16
    ],
17
    "Logs": [
18
      {
19
        "ID": "d9f5d293-7110-461e-a875-3beb089e79f3",
20
        "AttemptID": "925d1617-2fe0-468c-a14c-f8c04b572c54"
21
      }
22
    ],
23
    "FacilityCode": null
24
  },
25
  "Patient": {
26
    "Identifiers": [
27
      {
28
        "ID": "0000000001",
29
        "IDType": "MR"
30
      },
31
      {
32
        "ID": "e167267c-16c9-4fe3-96ae-9cff5703e90a",
33
        "IDType": "EHRID"
34
      },
35
      {
36
        "ID": "a1d4ee8aba494ca",
37
        "IDType": "NIST"
38
      }
39
    ],
40
    "Demographics": {
41
      "FirstName": "Timothy",
42
      "MiddleName": "Paul",
43
      "LastName": "Bixby",
44
      "DOB": "2008-01-06",
45
      "SSN": "101-01-0001",
46
      "Sex": "Male",
47
      "Race": "White",
48
      "IsHispanic": null,
49
      "Religion": null,
50
      "MaritalStatus": "Single",
51
      "IsDeceased": null,
52
      "DeathDateTime": null,
53
      "PhoneNumber": {
54
        "Home": "+18088675301",
55
        "Office": null,
56
        "Mobile": null
57
      },
58
      "EmailAddresses": [],
59
      "Language": "en",
60
      "Citizenship": [],
61
      "Address": {
62
        "StreetAddress": "4762 Hickory Street",
63
        "City": "Monroe",
64
        "State": "WI",
65
        "ZIP": "53566",
66
        "County": "Green",
67
        "Country": "US"
68
      }
69
    },
70
    "Notes": []
71
  },
72
  "Visit": {
73
    "VisitNumber": "1234",
74
    "AccountNumber": null,
75
    "VisitDateTime": "2015-05-23T00:00:00.000Z",
76
    "PatientClass": null,
77
    "Location": {
78
      "Type": "Inpatient",
79
      "Facility": "RES General Hospital",
80
      "FacilityIdentifiers": [],
81
      "Department": "3N",
82
      "DepartmentIdentifiers": [],
83
      "Room": "136",
84
      "Bed": "B",
85
      "Address": {
86
        "StreetAddress": "9509 Integration Ln",
87
        "City": "Madison",
88
        "State": "WI",
89
        "ZIP": "53719",
90
        "County": "Dane",
91
        "Country": "US"
92
      }
93
    },
94
    "Guarantor": {
95
      "Number": "10001910",
96
      "FirstName": "Kent",
97
      "MiddleName": null,
98
      "LastName": "Bixby",
99
      "SSN": null,
100
      "DOB": null,
101
      "Sex": null,
102
      "Spouse": {
103
        "FirstName": "Barbara",
104
        "LastName": "Bixby"
105
      },
106
      "Address": {
107
        "StreetAddress": "4762 Hickory Street",
108
        "City": "Monroe",
109
        "State": "WI",
110
        "ZIP": "53566",
111
        "County": "Green",
112
        "Country": "USA"
113
      },
114
      "PhoneNumber": {
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