Payment Posting

Make the payment picture easier to read.

Support accurate recording of remittances and adjustments so balances, payment activity, and exceptions stay visible.

Discuss your requirements

What the service covers

A defined workflow. Documented delivery.

Post remittances

Support ERA and EOB posting with payment and adjustment information recorded in the agreed system.

Reconcile

Review payment batches against available remittance information and identify differences requiring investigation.

Flag exceptions

Route potential underpayments, unexplained adjustments, and balance issues for the appropriate review.

What your team receives

Clear records.
Actionable next steps.

Reconciled posting activity and a documented exception list for your finance or billing team.

Adjustment rules and authority to change balances or write off amounts must be agreed before onboarding.

Before we start

A handover built
around your workflow.

Confirm the inputs and decision routes before assigning the first worklist.

Readiness checklist

Agree remittance sources, payment batches, adjustment conventions, and the posting responsibilities in scope.

Confirm access to ERA/EOB records, your billing platform, reconciliation reports, and the approval route for exceptions.

Define batch completion notes, unmatched items, discrepancies, and the reporting cadence for unresolved balances.

Explore the transition process →

Reconciliation handover

From remittance detail
to a reviewable batch.

Batch handover

The agreed record of posting activity

Recorded

Payments & adjustments

Entries follow your agreed posting and adjustment conventions.

Matched

Remittance & batch records

Compare available payment records and flag differences requiring investigation.

For review

Unmatched & unclear items

Return an exception list before balances change beyond the agreed authority.

Adjustment rules and write-off authority are confirmed before onboarding.

Start the conversation

Let’s define what your team needs.

Tell us where the work is getting stuck. We’ll shape the conversation around your workflow, priorities, and capacity.