Export & trace

Outcome

You can export the receivable's lines as a CSV for a payer call or appeal, and you can read the Trace tab to confirm provenance — which loop and segment produced which UI row.

Prerequisites

Scope	What it lets you do
billing.receivable.read	View the tabs
report.export	Export CSV

The Trace tab

Trace renders the raw 835 with the structural mapping the platform applied:

Section	Contents
Envelope	ISA / GS / ST headers.
Heading	BPR / TRN / DTM envelope amounts and dates.
Payer / Payee	1000A / 1000B N1 loops.
Claim loops	2100 CLP per claim with nested SVC lines.
Footer	PLB / SE / GE / IEA.

Click a UI row in any other tab → the Trace tab highlights the source segment. This is how you defend an interpretation: "We posted X because the file said Y at loop Z."

Reading PLBs

PLB rows are file-level adjustments not tied to a specific claim:

Reason code	Meaning
WO	Withhold (e.g. provider takeback).
FB	Forwarding balance.
IR	Internal revenue service / tax.
L6	Interest.
CV	Capitation.

PLB amounts post to the global adjustments ledger; they don't shift a specific claim's balance.

Export CSV

1. Click Export lines in the receivable's toolbar.

2. Pick the columns and the line filter (all lines, exception lines, specific claim).

3. The platform writes a CSV + an audit.report.export row. The file lands in your browser; for tenants with retention policies the file also writes to the audit-archive bucket.

The CSV columns:

Column	Source
claim_id	Our claim ID.
payer_claim_control_number	CLP01.
member_id	Our member ID.
member_name	Member name.
dos_from / dos_to	DTM*150 / 151.
billed / paid	CLP03 / CLP04.
cas	Concatenated CAS list.
rarc	Concatenated LQ list.
posted_amount / expected_amount	Computed.
variance	Computed.
tags	User tags.

Use cases

Use case	What you export
Payer call about underpayment	Export filtered to one claim with full CAS list.
Appeal package	Export filtered to a denial group; attach to the appeal.
Reconciliation handoff	Export full receivable + add to handoff folder.
Discrepancy escalation	Same; tag with escalate.

Validation

Check	Expected
Trace highlights the source segment when you click a UI row	Yes.
Export produces a CSV with audit row	Yes; audit row carries actor + filter.
PLB amounts equal global adjustments ledger entries	Yes.
Export filtered to exceptions only includes those	Yes.

Troubleshooting

Symptom	Cause	Fix
Export greyed	You lack report.export	Ask admin.
CSV totals don't reconcile to the Trace footer	Filter excluded global adjustments	Re-export All lines.
Trace highlight doesn't move on click	Stale render	Hard refresh; the loop links should update.
PLB amount appears twice in the ledger	Pre-existing duplicate from a prior repost	Reverse the second one with a reason.

Where to next

• 4.8 — Manual payment posting — for payments that arrived outside an 835.
• 5.1 — Denials worklist — denials the post-flow surfaced.