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Reports

Where money and time went in a period, from your own claims and remittances: billed, paid, first-pass acceptance, days to pay, unpaid claims, and the reasons for rejections and adjustments; every rule in plain words.

Reports turns the claims and remittances Claim House already holds into figures for a period: what you billed and what was paid, how often payers accepted a claim the first time, how long they took to pay, what is still unpaid, and why claims were rejected and payments adjusted. Nothing is estimated or kept on the side: every figure is computed from the ledger when you ask for it, and is the count or sum the claims and ERAs lists give for the same filter. The Reports screen, its CSV export and GET /reports/summary show the same figures.

Periods#

A report covers one of last_90_days, this_month, this_year: the last 90 calendar days with today, the current month, or the current year. Days, months and years are counted in America/Denver (Mountain time), as billing months are. The answer gives the period's bounds: from (included) and to (not included) as instants, and its first_day and last_day.

Shell
curl "https://sandbox.myclaimhouse.com/api/v1/reports/summary?period=last_90_days" -H "Authorization: Bearer $CLAIMHOUSE_KEY"

Any other period answers 422 with invalid_value on period. A test key reads test-mode figures and a live key live ones.

What each figure counts#

  • Billed is the charges of the claims first sent to the payer in the period (handed to the network), and how many there are. A claim corrected and resubmitted, or sent again as a replacement, is the same claim: it is counted once, in the period it was first sent. A void transaction is never a claim.
  • Paid is what payers have paid so far on those claims (each claim's current payment, after any reversal or correction), and its share of billed.
  • First-pass acceptance is, of those claims the payer has answered (ever rejected, or accepted, paid, posted or denied as they stand now), the share it accepted without a rejection ever being recorded on them. A rejected claim corrected and sent again still counts as answered, and not first-pass. Claims still on their way the first time and voided claims are not counted.
  • Median days to pay is the median number of calendar days (in Mountain time) from a claim's first sending to its first payment, over those claims that have been paid. With an even number of claims it is the mean of the two middle ones.
  • Unpaid over 30 days is the claims the payer accepted more than 30 days ago that no payment has reached since, whatever the period: the Claims list's Accepted claims unpaid for 30 days, and their charges.
  • Days to payment by payer is the same median for each payer, for the 10 payers with the most paid claims, fastest first.
  • Rejections by reason counts every rejection recorded on those claims (a claim rejected, corrected and rejected again counts twice), by the status category and code it came with, the 10 most frequent.
  • Acceptance by office is the first-pass acceptance of each office of the organization; a dash where none of its claims has been answered.
  • Adjustments by reason adds up the claim and line adjustments of the ERAs received in the period, by group and reason code, the 10 largest. A predetermination's pricing is not an adjustment.
  • Every figure is computed from the transaction ledger when you ask for it, for the current mode only (test and live are never mixed). Predeterminations are never counted.

Reproducing a figure from the lists#

Every figure is a count or a sum of a list you can ask for with the same filter, using the period's from and to:

  • Billed, paid, first-pass acceptance, days to pay and rejections read the claims first sent in the period: GET /claims with sent_from and sent_to lists them (a claim is first sent when the file carrying it is handed to the network; a void transaction is never one of them). Either end may be given alone.
  • Unpaid over 30 days is the Claims screen's accepted claims unpaid for 30 days (the dashboard counts the same): accepted by the payer more than 30 days ago, never paid since.
  • Adjustments read the ERAs received in the period: GET /eras with received_from and received_to.
Shell
curl "https://sandbox.myclaimhouse.com/api/v1/claims?sent_from=2026-07-01T06:00:00Z&sent_to=2026-10-01T06:00:00Z" -H "Authorization: Bearer $CLAIMHOUSE_KEY"

Amounts are decimal strings of dollars, such as "1140.00". A percentage is a decimal string with one place, rounded half up ("96.4"), and null when there was nothing to divide by: an empty period shows zeros and nulls, never an error. Rejection and adjustment reasons carry the codes the payer sent and a description in our own words.

Reading a report#

The same figures as a reader sees them on the Reports screen: five tiles (billed, paid, first-pass acceptance, median days to pay, unpaid over 30 days) and four lists (days to payment by payer, rejections by reason, acceptance by office, adjustments by reason), each with its rule under it. Under the rules, two links open the records behind them: the Claims list of the claims first sent in the period (its pills count the same claims) and the ERAs list of those received in it. Export downloads them as a CSV, one row per figure and per entry of each list. A report names payers, offices and codes only: no patient data.