Payment posting and reconciliation
Every payment posted, explained and reconciled to the bank
Payment posting records what each payer paid, adjusted and assigned to the patient on every claim line. Done well, it is where denials and underpayments are first spotted and where the books are reconciled to actual bank deposits.
Does this sound familiar?
- Deposits do not match what was posted.
- Paper EOBs pile up.
- Credit balances and overpayments are not reviewed.
- Denials are posted as zero payments and never worked.
Scope of work
Exactly what this service covers — and what it doesn't — so responsibilities are clear before you sign anything.
Included
- ERA (835) auto-post review and exception handling
- Manual posting of paper EOBs and patient payments received by your office
- Contractual adjustment review
- Patient responsibility allocation
- Credit balance and refund review, processed under your approval
- Deposit-to-posting reconciliation
Not included
- Handling cash or physical checks
- Issuing refunds without practice approval
- Accounting or tax services
How the work flows
- 01
Receive
ERAs and scanned EOBs arrive through your clearinghouse and secure scan workflow.
- 02
Post
Payments, adjustments and patient responsibility are posted line by line.
- 03
Flag
Denials, underpayments and unexpected adjustments are routed to follow-up.
- 04
Reconcile
Posted totals are matched to deposits.
What we measure
Measured against your own baseline. We don't quote benchmarks or other clients' results.
- Posting lag
- Days between payment receipt and posting.
- Unreconciled deposits
- Deposits not matched to posted payments.
- Open credit balances
- Accounts with credit balances awaiting review.
What we need from your practice
- ERA routing to your PM system
- Secure scan process for paper EOBs
- Deposit reports from your bank or finance team
- Patient information is exchanged only through secure access you control — never through forms or email on this website.
Specialties this service supports
Payment posting and reconciliation: common questions
Do you need access to our bank account?
No. We work from deposit reports your team provides. We do not need, and will not ask for, banking credentials.
Related services
- EDI, EFT and ERA setupClearinghouse connections and 270/271, 837, 999/277CA, 276/277 and 835 transaction setup.
- Accounts receivable managementAging analysis, claim follow-up, timely filing protection, underpayments and appeals.
- Denial prevention and appealsFront-end checks, denial categorization, appeals and trend reporting to stop repeat denials.
Content last reviewed . Payer rules change; this page is general information, not legal or coding advice for a specific claim.
Talk to us about payment posting and reconciliation
Tell us where payments are getting stuck. In 20 to 30 minutes we'll show you what we'd check first, and tell you plainly if we can help.
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