Payment posting & reconciliation
Close the loop.Account for the payment.
Translate payer and patient payments into a reliable account record, with differences visible instead of buried in adjustments.
Discuss this supportA payment is not the same as a fully resolved account. Contractual adjustments, secondary claims, and patient responsibility must also be reviewed.
The work we take on
- 01
Post remittance details and adjustments within your approved policies.
- 02
Reconcile payment batches to available deposit and remittance records.
- 03
Route underpayments, missing remittances, and unapplied cash for review.
What stays with your practice
Your finance team controls bank access, approves adjustment and refund policies, and authorizes material write-offs or refunds.
The information
and access we need.
ERA and EOB records, approved deposit reports, patient payment files, adjustment rules, and the relevant practice management queues.
Quality is part
of the work.
Use batch balancing, adjustment reviews, and independent exception checks. Differences remain open until explained and appropriately resolved.
A view of progress.
A route for decisions.
A reconciliation summary identifies balanced batches and open differences, including the source needed to resolve each item.
MEASUREMENT WITH CONTEXT
Know what’s moving.
Know what needs attention.
Agree definitions, reporting periods, and the opening baseline before interpreting a result. A measure should lead to a useful decision.
Open the sample monthly review- 01Receipt-to-posting lag
- 02Unapplied cash by age
- 03Unreconciled batch value
- 04Payment variance inventory
A clearer next step
Let’s definethe work that matters.
Start with your current payment posting & reconciliation workflow, its pressure points, and the support your team needs.
Discuss your revenue cycleA focused conversation. A scope that fits.