Healthcare
15 columns
103 rows
8 formats

Patient Accounting and Payment Posting

This dataset provides a detailed record of patient and insurance payment postings, including payment methods, transaction identifiers, applied and unapplied amounts, adjustment codes, and reconciliation statuses. It enables robust financial tracking, audit trails, and analysis of payment workflows for healthcare providers and billing teams.

last updated 2 Nov 2025
by GoMask

The brief that made it

Automated reconciliation and audit of patient and insurance payments

Sample rows

preview · 8 of 103 rows · all 15 columns

payment_posting_idstring	payment_sourcestring	adjustment_amountfloat	payment_methodstring	patient_idstring	account_numberstring	payment_datedate	check_or_eft_numberstring	payment_amountfloat	applied_amountfloat	unapplied_amountfloat	adjustment_codestring	reconciliation_statusstring	posting_user_idstring	notesstring
PP-0001	insurance	blank	EFT	PAT-15231	ACCT-940213	2024-03-11	EFT-294812	650.75	650.75	0	blank	reconciled	USR-1002	Full payment applied; EOB confirmed.
PP-0002	patient	10	credit_card	PAT-94102	ACCT-382912	2023-12-04	blank	220	220	0	patient responsibility	pending	USR-1033	Partial adjustment for deductible applied.
PP-0003	guarantor	250	check	PAT-61382	ACCT-102938	2024-01-19	CHK-119384	4500	3500	1000	contractual	discrepancy	USR-1025	Large unapplied payment for estate account.
PP-0004	insurance	60	check	PAT-17645	ACCT-928374	2024-04-02	CHK-298435	340	340	0	contractual	reconciled	USR-1044	Contractual adjustment applied, claim settled.
PP-0005	patient	blank	cash	PAT-20493	ACCT-239485	2023-07-14	blank	55	55	0	blank	reconciled	USR-1019	Cash payment for office visit.
PP-0006	insurance	blank	EFT	PAT-38812	ACCT-512934	2024-02-10	EFT-903212	1200	1200	0	blank	reconciled	USR-1006	Full payment received and reconciled.
PP-0007	guarantor	blank	other	PAT-89943	ACCT-548204	2023-09-22	TRX-29911A	2750	1500	1250	blank	discrepancy	USR-1042	Unapplied balance pending estate review.
PP-0008	insurance	50	check	PAT-30219	ACCT-103984	2023-11-13	CHK-155982	450	400	50	denial	discrepancy	USR-1031	Denied for non-covered service.
PP-0009	patient	blank	cash	PAT-20104	ACCT-234821	2023-12-19	blank	90	90	0	blank	reconciled	USR-1007	Walk-in payment, fully applied.
PP-0010	guarantor	blank	EFT	PAT-38412	ACCT-492810	2024-02-28	EFT-193847	8000	6000	2000	blank	discrepancy	USR-1043	Estate payment, unapplied funds scheduled for review.
PP-0011	insurance	blank	EFT	PAT-49823	ACCT-384927	2024-05-07	EFT-492801	600	600	0	blank	reconciled	USR-1041	EFT payment processed and reconciled.
PP-0012	patient	blank	credit_card	PAT-30984	ACCT-284917	2024-01-27	blank	325.75	325.75	0	blank	pending	USR-1027	Patient paid with credit card; pending insurance review.
PP-0013	insurance	blank	EFT	PAT-19283	ACCT-291837	2023-08-06	EFT-384910	505.55	505.55	0	blank	reconciled	USR-1028	Payment posted; account fully matched.
PP-0014	guarantor	250	other	PAT-74913	ACCT-492813	2024-04-28	TRX-92183B	99999.99	85000	14999.99	contractual	discrepancy	USR-1037	Large estate payment, significant unapplied amount.
PP-0015	insurance	50	check	PAT-18394	ACCT-219384	2024-02-01	CHK-849302	100	90	10	denial	discrepancy	USR-1009	Service denied by payer; partial posting.
PP-0016	patient	blank	credit_card	PAT-31492	ACCT-193847	2024-03-24	blank	10.5	10.5	0	blank	pending	USR-1016	Credit card payment, low balance.
PP-0017	insurance	100	other	PAT-39128	ACCT-210394	2023-10-29	TRX-18493C	505	505	0	contractual	reconciled	USR-1045	Contractual adjustment, full payment applied.
PP-0018	guarantor	blank	check	PAT-84920	ACCT-384910	2024-01-02	CHK-194820	2000	500	1500	blank	discrepancy	USR-1030	Unapplied funds due to estate legal hold.
PP-0019	insurance	blank	EFT	PAT-39418	ACCT-984213	2024-03-17	EFT-485029	325	325	0	blank	reconciled	USR-1040	EFT received, payment matched.
PP-0020	patient	blank	cash	PAT-20485	ACCT-384920	2023-06-15	blank	5	5	0	blank	pending	USR-1012	Small cash payment for copay.

What the 103 rows show

from the 103-row sample

Guarantor (payment source) stands out: mean adjustment_amount is 215.5, against 57.3 for the rest.

77.5median adjustment_amount
3adjustment codes
3reconciliation statuses
505.6median payment_amount
505.0median applied_amount
0.0median unapplied_amount

Mean adjustment_amount by payment_source34 rows

adjustment_amount34 rows, in bands of 25

Median 77.5, from 5.0 to 250.0.

payment_method103 rows · 5 values

EFT30
check30
credit_card16
cash14
other13

15 columns by typefrom the column list below

string 10
float 4
date 1

Columns

15 columns in three groups

blueprint · 15 columns
column	type	description	example
Text 10 columns
`payment_posting_id`	string	Unique identifier for each payment posting transactionunique	PP-0001
`patient_id`	string	Unique identifier for the patient associated with the payment	PAT-15231
`account_number`	string	Patient account number for reconciliation and tracking	ACCT-940213
`payment_source`	string	Source of payment, e.g., insurance, patient, guarantorinsurance · patient · guarantor	insurance
`payment_method`	string	Method of payment, e.g., check, EFT, credit card, cashcheck · EFT · credit_card · cash · other	EFT
`check_or_eft_number`	string	Check or EFT transaction number for payment trackingoptional	EFT-294812
`adjustment_code`	string	Code indicating reason for payment adjustment (e.g., contractual, denial, patient responsibility)3 codes · optional	patient responsibility
`reconciliation_status`	string	Status of account reconciliation after payment postingreconciled · pending · discrepancy	reconciled
`posting_user_id`	string	Identifier for the user who posted the paymentoptional	USR-1002
`notes`	string	Additional notes or comments related to the payment postingoptional	Full payment applied; EOB…
Numbers 4 columns
`payment_amount`	float	Total amount of payment posted0 or more	650.75
`applied_amount`	float	Amount of payment applied to patient charges0 or more	650.75
`unapplied_amount`	float	Amount of payment not yet applied to any charges0 or more	0
`adjustment_amount`	float	Amount adjusted from the payment (e.g., write-offs, denials)0 or more · optional	10
Dates and times 1 column
`payment_date`	date	Date the payment was posted	2024-03-11

Use it for

A healthcare dashboard
Adjustment_amount by payment_source and a breakdown of payment_method. Excel, Power BI or Tableau.
Why do the 10 guarantor rows have a mean adjustment_amount of 215.5?
A root-cause class exercise
Hand out the rows and one question. The answer is in the data, not in the brief.
Payment postings103
PP-0001insurance
PP-000210patient
PP-0003250guarantor
A software demo
Believable payment postings with patient_id, account_number and payment_date to fill a screen in front of a buyer.

This dataset103 rows15 columns

Yours10,000 rows15 columns

blueprint · patient-accounting-and-payment-posting

Behind this dataset

Same schema. As many rows as you need.

These 103 rows came out of a blueprint — 15 columns with generation rules behind each one. Open it in Data Factory to retune a column, add your own, wire in foreign keys, and run it at the size you actually need.

Rules it was built with

Payment ID unique per transaction
Payment source: insurance or patient
Payer name and ID
Payment method: check, ACH/EFT, credit card, cash, online portal
Check number or EFT trace number
Payment date and post date
Payment amount and applied amounts to charges
Adjustment codes (contractual, write-off, courtesy)

Rows1,000 rows10,000 rows100,000 rows1,000,000 rows

Open the blueprint in Data Factory

1 credit per row. New accounts start with 25 free credits.

Exports: CSV, JSON, JSONL, Parquet, SQL, Excel, TSV, XML
Licence: yours to use, including commercially
API slug: patient-accounting-and-payment-posting

What should your data show?

No signup. No card.

Sample rows

What the 103 rows show

Columns

Use it for

A healthcare dashboard

A root-cause class exercise

A software demo

Make it yours.

Same schema. As many rows as you need.

More in Healthcare

What should your data show?