Payment posting
Payment Posting and Reconciliation
We post insurance payments accurately from ERAs and EOBs, reconcile them against deposits and check for underpayments. That keeps balances, reports and patient statements correct.
Posting and reconciliation
- ERA (835) posting review
- Manual EOB posting
- Deposit reconciliation
- Adjustment review
- Underpayment flags
- Secondary billing triggers
The problem
What goes wrong when posting is rushed
Posting looks routine, but errors here ripple into every report and every patient balance.
How we handle it
How we post and reconcile payments
Payments are posted to the right claim lines, adjustments are checked, and denials are routed to follow-up.
- Electronic remittance (ERA/835) posting review
- Manual posting of paper EOBs
- Contractual adjustment review
- Patient responsibility transfers
- Denial and zero-pay routing
- Underpayment identification against fee schedules
- Secondary claim triggers
- Daily or weekly deposit reconciliation
Process
How payments are posted
Receive
ERAs and EOBs are collected from payers and the clearinghouse.
Post
Payments and adjustments are applied to the correct claim lines.
Review
Denials, underpayments and unusual adjustments are flagged.
Reconcile
Posted totals are matched to bank deposits.
Why it matters
Why accurate posting matters
FAQ
Payment Posting and Reconciliation: common questions
What is the difference between an ERA and an EOB?
An ERA (electronic remittance advice, the 835 transaction) is the electronic explanation of a payer’s payment. An EOB is the paper or PDF equivalent. Both explain what was paid, adjusted and denied on each claim.
Can you post payments directly in our system?
Yes. In most cases, posting is done inside your practice management system with the access you provide.
How are underpayments identified?
Payments are compared with expected amounts from your fee schedules or payer contracts where those are available to us. Differences are flagged for follow-up.
Related services
Services that work alongside payment posting
Let’s take a closer look at your revenue cycle
Tell us what’s getting stuck. Denials, old A/R, credentialing, reports nobody reads? We’ll look at how you work now and tell you straight what we’d change, and why.