> ## Documentation Index
> Fetch the complete documentation index at: https://docs.usecobalt.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Get Claims

> Returns paginated claims with line items, payments, insurance details, and billing activity for a given date range.

### Example Request

```bash theme={null}
curl -X GET https://api.usecobalt.com/v1/claims \
-H 'Content-Type: application/json' \
-H 'client_id: ci_live_198908HJDKJSH98789OHKJL' \
-H 'client_secret: cs_live_9827hofdsklOYYHJLJh' \
-H 'access_token: 493JKLHIU98789hLKH9HHJH' \
-G \
--data-urlencode "start_date=2025-08-01" \
--data-urlencode "end_date=2025-09-01"
```

### Example Response

```json theme={null}
{
    "success": true,
    "claims": [
        {
            "id": "a1b2c3d4e5f6789012345678abcdef90",
            "emr_claim_id": "100234",
            "emr_appointment_id": "500100",
            "service_date": "2025-08-01",
            "claim_date": "2025-08-08",
            "claim_status": "48CL",
            "claim_status_description": "Closed (48-hour rule)",
            "claim_type": "0",
            "void_flag": false,
            "emr_patient_id": "40210",
            "patient_name": "DOE, JANE, M",
            "emr_provider_id": "10052",
            "provider_name": "Smith, Robert",
            "total_charge": "350.00",
            "total_payment": "280.00",
            "net_payment": "280.00",
            "balance": "20.00",
            "net_adjustment": "50.00",
            "patient_responsibility": "20.00",
            "insurances": [
                {
                    "insurance_id": "101",
                    "insurance_name": "Blue Cross Blue Shield",
                    "insurance_type": "C1",
                    "claim_indicator": "P",
                    "claim_indicator_description": "Primary",
                    "sequence_number": "1",
                    "subscriber_name": "DOE, JANE, M",
                    "subscriber_number": "XYZ123456789",
                    "subscriber_dob": "1975-06-15",
                    "subscriber_relation": "1",
                    "group_name": "ACME CORP",
                    "group_number": "GRP-98765",
                    "provider_number": "BCBS1",
                    "payment_source": "16",
                    "assign_benefits": "Y",
                    "insurance_address_1": "PO BOX 12345",
                    "insurance_address_2": "",
                    "insurance_city": "CHICAGO",
                    "insurance_state": "IL",
                    "insurance_zip": "60601",
                    "medicaid_id": ""
                },
                {
                    "insurance_id": "202",
                    "insurance_name": "Medicare Part B",
                    "insurance_type": "C1",
                    "claim_indicator": "S",
                    "claim_indicator_description": "Secondary",
                    "sequence_number": "2",
                    "subscriber_name": "DOE, JANE, M",
                    "subscriber_number": "1EG4TE5MK72",
                    "subscriber_dob": "1975-06-15",
                    "subscriber_relation": "1",
                    "group_name": "",
                    "group_number": "",
                    "provider_number": "MED01",
                    "payment_source": "MB",
                    "assign_benefits": "Y",
                    "insurance_address_1": "CMS CLAIMS",
                    "insurance_address_2": "PO BOX 5678",
                    "insurance_city": "BALTIMORE",
                    "insurance_state": "MD",
                    "insurance_zip": "21244",
                    "medicaid_id": ""
                }
            ],
            "balances": {
                "invoice_amount": "350.00",
                "total_payment": "280.00",
                "net_payment": "280.00",
                "balance": "20.00",
                "patient_balance": "20.00",
                "patient_payment": "0.00",
                "patient_responsibility": "20.00",
                "on_plan": "false"
            },
            "icd_codes": ["M54.5", "Z96.641"],
            "void_claim": {
                "void_to_claim_id": "-1",
                "void_from_claim_id": "-1",
                "copy_to_claim_id": "-1",
                "copy_from_claim_id": "-1"
            },
            "submission_history": {
                "created_by": "Johnson, Sarah",
                "entries": [],
                "auto_claim_data": {
                    "isUserInactive": "false",
                    "schedulerJobId": "-1",
                    "isClaimCreatedByJob": "false"
                }
            },
            "billing_activity_log": [
                {
                    "date": "2025-08-19 14:57:00",
                    "action": "Modified",
                    "category": "Claim Status",
                    "notes": "Changed From: Pending With Errors to Closed Zero Balance",
                    "user_name": "Sarah Johnson (sjohnson)"
                },
                {
                    "date": "2025-08-08 15:40:40",
                    "action": "Created",
                    "category": "Insurance",
                    "notes": "Created Insurance [P] [Id: 101] Blue Cross Blue Shield",
                    "user_name": "Sarah Johnson (sjohnson)"
                },
                {
                    "date": "2025-08-08 15:40:00",
                    "action": "Modified",
                    "category": "Claim Status",
                    "notes": "Changed From:  to Pending",
                    "user_name": "Sarah Johnson (sjohnson)"
                }
            ],
            "billing_notes": "Eligibility verified 2025-08-01: Primary active, deductible met, copay $20. Secondary Medicare active.",
            "line_items": [
                {
                    "id": "f1e2d3c4b5a6789012345678",
                    "line_number": 1,
                    "cpt_code": "99213",
                    "description": "Office visit, established patient",
                    "modifiers": ["25"],
                    "units": 1,
                    "billed_amount": 150.00,
                    "allowed_amount": 120.00,
                    "billed_unit_fee": 150.00,
                    "icd_pointers": ["1", "2"],
                    "place_of_service": "11",
                    "type_of_service": null,
                    "service_date_start": "2025-08-01",
                    "service_date_end": "2025-08-01",
                    "rendering_provider_npi": "1234567890",
                    "ordering_provider_npi": null,
                    "referring_provider_npi": null
                },
                {
                    "id": "a9b8c7d6e5f4321098765432",
                    "line_number": 2,
                    "cpt_code": "20610",
                    "description": "Arthrocentesis, major joint",
                    "modifiers": [],
                    "units": 1,
                    "billed_amount": 200.00,
                    "allowed_amount": 160.00,
                    "billed_unit_fee": 200.00,
                    "icd_pointers": ["1"],
                    "place_of_service": "11",
                    "type_of_service": null,
                    "service_date_start": "2025-08-01",
                    "service_date_end": "2025-08-01",
                    "rendering_provider_npi": "1234567890",
                    "ordering_provider_npi": null,
                    "referring_provider_npi": null
                }
            ],
            "payments": [
                {
                    "id": "d4c3b2a1f6e5789012345678",
                    "emr_payment_id": "55001",
                    "check_number": "EFT-20250825-001",
                    "payment_date": "2025-08-25",
                    "amount": 280.00,
                    "payment_type": "Insurance",
                    "payer_name": "Blue Cross Blue Shield",
                    "payer_type": "Insurance",
                    "adjustment": 50.00,
                    "deductible": 0.00,
                    "coinsurance": 20.00,
                    "allowed": 280.00,
                    "member_balance": 20.00,
                    "withheld": 0.00,
                    "era_claim_status": "Processed as Primary",
                    "era_claim_status_code": "1",
                    "era_payer_name": "Blue Cross Blue Shield",
                    "era_check_amount": 280.00,
                    "era_adjustment_codes": null
                }
            ],
            "synced_at": "2025-08-31T04:40:00.002Z",
            "created_at": "2025-08-31T04:40:00.002Z",
            "updated_at": "2025-08-31T04:40:00.002Z"
        }
    ],
    "pagination": {
        "page": 1,
        "page_size": 100,
        "total_count": 45,
        "total_pages": 1
    }
}
```


## OpenAPI

````yaml GET /claims
openapi: 3.0.0
info:
  title: Cobalt API
  version: 1.0.1
  description: API for interacting with Cobalt's EHR integration services
servers:
  - url: https://api.usecobalt.com/v1
security:
  - ClientCredentials: []
    ClientSecret: []
    AccessToken: []
paths:
  /claims:
    get:
      summary: Get Claims
      description: >-
        Returns paginated claims with line items and payments for a given date
        range.
      parameters:
        - in: query
          name: start_date
          schema:
            type: string
            format: date
          required: true
          description: Start of the service date range (YYYY-MM-DD)
        - in: query
          name: end_date
          schema:
            type: string
            format: date
          required: true
          description: End of the service date range (YYYY-MM-DD)
        - in: query
          name: patient_mrn
          schema:
            type: string
          description: Filter by patient MRN (Medical Record Number)
        - in: query
          name: claim_status
          schema:
            type: string
          description: Filter by claim status
        - in: query
          name: page
          schema:
            type: integer
            default: 1
          description: Page number for pagination
        - in: query
          name: page_size
          schema:
            type: integer
            default: 100
            maximum: 1000
          description: Number of claims per page (max 1000)
      responses:
        '200':
          description: Successful response
          content:
            application/json:
              schema:
                type: object
                properties:
                  success:
                    type: boolean
                  claims:
                    type: array
                    items:
                      type: object
                      properties:
                        id:
                          type: string
                          description: Unique claim identifier
                        emr_claim_id:
                          type: string
                          description: Claim ID from the EMR system
                        emr_appointment_id:
                          type: string
                          description: Associated appointment/encounter ID from the EMR
                        service_date:
                          type: string
                          format: date
                          description: Date of service (YYYY-MM-DD)
                        claim_date:
                          type: string
                          format: date
                          description: Date the claim was filed (YYYY-MM-DD)
                        claim_status:
                          type: string
                          description: Current status of the claim
                        claim_status_description:
                          type: string
                          description: Detailed description of the claim status
                        claim_type:
                          type: string
                          description: Type of claim (e.g., Professional, Institutional)
                        void_flag:
                          type: boolean
                          description: Whether this claim has been voided
                        emr_patient_id:
                          type: string
                          description: Patient ID from the EMR system
                        patient_name:
                          type: string
                          description: Full name of the patient
                        emr_provider_id:
                          type: string
                          description: Provider ID from the EMR system
                        provider_name:
                          type: string
                          description: Full name of the rendering provider
                        total_charge:
                          type: number
                          description: Total billed amount
                        total_payment:
                          type: number
                          description: Total payments received
                        net_payment:
                          type: number
                          description: Net payment amount
                        balance:
                          type: number
                          description: Outstanding balance
                        net_adjustment:
                          type: number
                          description: Total adjustments applied
                        patient_responsibility:
                          type: number
                          description: Amount owed by patient
                        insurances:
                          type: array
                          description: >-
                            Insurance policies associated with the claim,
                            ordered by sequence (primary, secondary, etc.)
                          items:
                            type: object
                            properties:
                              insurance_id:
                                type: string
                                description: EMR insurance ID
                              insurance_name:
                                type: string
                                description: Name of the insurance company
                              insurance_type:
                                type: string
                                description: Insurance type code
                              claim_indicator:
                                type: string
                                description: >-
                                  Claim indicator code (P=Primary, S=Secondary,
                                  I=Inactive, etc.)
                              claim_indicator_description:
                                type: string
                                description: >-
                                  Human-readable claim indicator (e.g.,
                                  'Primary', 'Inactive/Secondary')
                              sequence_number:
                                type: string
                                description: >-
                                  Order of insurance priority (1=primary,
                                  2=secondary, etc.)
                              subscriber_name:
                                type: string
                                description: Name of the insurance subscriber
                              subscriber_number:
                                type: string
                                description: Subscriber/member ID number
                              subscriber_dob:
                                type: string
                                format: date
                                description: Subscriber date of birth
                              subscriber_relation:
                                type: string
                                description: Relationship of patient to subscriber (1=Self)
                              group_name:
                                type: string
                                description: Insurance group name
                              group_number:
                                type: string
                                description: Insurance group number
                              provider_number:
                                type: string
                                description: Provider number for this insurance
                              payment_source:
                                type: string
                                description: Payment source code
                              assign_benefits:
                                type: string
                                description: Whether benefits are assigned (Y/N)
                              insurance_address_1:
                                type: string
                              insurance_address_2:
                                type: string
                              insurance_city:
                                type: string
                              insurance_state:
                                type: string
                              insurance_zip:
                                type: string
                              medicaid_id:
                                type: string
                        balances:
                          type: object
                          description: Detailed balance breakdown for the claim
                          properties:
                            invoice_amount:
                              type: string
                              description: Original invoice/charge amount
                            total_payment:
                              type: string
                              description: Total payments received
                            net_payment:
                              type: string
                              description: Net payment amount
                            balance:
                              type: string
                              description: Outstanding balance
                            patient_balance:
                              type: string
                              description: Amount owed by patient
                            patient_payment:
                              type: string
                              description: Total patient payments received
                            patient_responsibility:
                              type: string
                              description: Total patient responsibility amount
                            on_plan:
                              type: string
                              description: Whether patient is on a payment plan
                        icd_codes:
                          type: array
                          description: ICD-10 diagnosis codes associated with the claim
                          items:
                            type: string
                        void_claim:
                          type: object
                          nullable: true
                          description: Void/copy claim references linking related claims
                          properties:
                            void_to_claim_id:
                              type: string
                              description: Claim ID this was voided to (-1 if none)
                            void_from_claim_id:
                              type: string
                              description: Claim ID this was voided from (-1 if none)
                            copy_to_claim_id:
                              type: string
                              description: Claim ID this was copied to (-1 if none)
                            copy_from_claim_id:
                              type: string
                              description: Claim ID this was copied from (-1 if none)
                        submission_history:
                          type: object
                          nullable: true
                          description: Claim submission/creation history
                          properties:
                            created_by:
                              type: string
                              description: User who created the claim
                            entries:
                              type: array
                              description: Submission log entries
                            auto_claim_data:
                              type: object
                              description: Automated claim creation metadata
                        billing_activity_log:
                          type: array
                          nullable: true
                          description: >-
                            Chronological log of all billing actions (status
                            changes, provider assignments, insurance changes,
                            etc.)
                          items:
                            type: object
                            properties:
                              date:
                                type: string
                                description: >-
                                  Timestamp of the activity (YYYY-MM-DD
                                  HH:mm:ss)
                              action:
                                type: string
                                description: >-
                                  Type of action (e.g., 'Modified', 'Created',
                                  'add')
                              category:
                                type: string
                                description: >-
                                  Category of the change (e.g., 'Claim Status',
                                  'Insurance', 'Providers')
                              notes:
                                type: string
                                description: Detailed description of the change
                              user_name:
                                type: string
                                description: User who performed the action
                        billing_notes:
                          type: string
                          nullable: true
                          description: >-
                            Free-text billing notes including eligibility
                            checks, collection notes, and staff comments
                        line_items:
                          type: array
                          description: CPT/procedure line items for this claim
                          items:
                            type: object
                            properties:
                              id:
                                type: string
                                description: Unique line item identifier
                              line_number:
                                type: integer
                                description: Line number on the claim
                              cpt_code:
                                type: string
                                description: CPT/HCPCS procedure code
                              description:
                                type: string
                                description: Procedure description
                              modifiers:
                                type: array
                                items:
                                  type: string
                                description: CPT modifier codes (e.g., '25', '59')
                              units:
                                type: integer
                                description: Number of units billed
                              billed_amount:
                                type: number
                                description: Total billed amount for this line
                              allowed_amount:
                                type: number
                                description: Insurance-allowed amount
                              billed_unit_fee:
                                type: number
                                description: Fee per unit
                              icd_pointers:
                                type: array
                                items:
                                  type: string
                                description: >-
                                  Pointers to ICD codes on the claim (e.g.,
                                  ['1', '2'])
                              place_of_service:
                                type: string
                                description: >-
                                  CMS place of service code (e.g., '11' for
                                  office)
                              type_of_service:
                                type: string
                                description: Type of service code
                              service_date_start:
                                type: string
                                format: date
                                description: Service start date
                              service_date_end:
                                type: string
                                format: date
                                description: Service end date
                              rendering_provider_npi:
                                type: string
                                description: NPI of the rendering provider
                              ordering_provider_npi:
                                type: string
                                description: NPI of the ordering provider
                              referring_provider_npi:
                                type: string
                                description: NPI of the referring provider
                        payments:
                          type: array
                          description: Payment and remittance records for this claim
                          items:
                            type: object
                            properties:
                              id:
                                type: string
                                description: Unique payment identifier
                              emr_payment_id:
                                type: string
                                description: Payment ID from the EMR
                              check_number:
                                type: string
                                description: Check or EFT reference number
                              payment_date:
                                type: string
                                format: date
                                description: Date payment was posted
                              amount:
                                type: number
                                description: Payment amount
                              payment_type:
                                type: string
                                description: Type of payment (e.g., 'Insurance', 'Patient')
                              payer_name:
                                type: string
                                description: Name of the payer
                              payer_type:
                                type: string
                                description: Type of payer
                              adjustment:
                                type: number
                                description: Adjustment amount
                              deductible:
                                type: number
                                description: Deductible amount applied
                              coinsurance:
                                type: number
                                description: Coinsurance amount
                              allowed:
                                type: number
                                description: Allowed amount from the payer
                              member_balance:
                                type: number
                                description: Member/patient balance from remittance
                              withheld:
                                type: number
                                description: Withheld amount
                              era_claim_status:
                                type: string
                                description: Claim status from the ERA/835 remittance
                              era_claim_status_code:
                                type: string
                                description: ERA claim status code
                              era_payer_name:
                                type: string
                                description: Payer name from the ERA
                              era_check_amount:
                                type: number
                                description: Total check amount from the ERA
                              era_adjustment_codes:
                                type: object
                                nullable: true
                                description: CARC/RARC adjustment reason codes from the ERA
                        synced_at:
                          type: string
                          format: date-time
                          description: When this claim was last synced from the EMR
                        created_at:
                          type: string
                          format: date-time
                          description: When this claim record was first created
                        updated_at:
                          type: string
                          format: date-time
                          description: When this claim record was last updated
                  pagination:
                    type: object
                    properties:
                      page:
                        type: integer
                        description: Current page number
                        example: 1
                      page_size:
                        type: integer
                        description: Number of items per page
                        example: 100
                      total_count:
                        type: integer
                        description: Total number of claims matching the query
                        example: 45
                      total_pages:
                        type: integer
                        description: Total number of pages
                        example: 1
components:
  securitySchemes:
    ClientCredentials:
      type: apiKey
      in: header
      name: client_id
    ClientSecret:
      type: apiKey
      in: header
      name: client_secret
    AccessToken:
      type: apiKey
      in: header
      name: access_token

````