Payment Posting and Reporting
Bring clarity to payments, balances, and open questions.
Payment posting records payer and patient payment activity in an agreed system. Reporting can then help a practice understand what was posted, what remains open, and where a closer review is needed.
Common challenges
Where the work
can get stuck.
- Unapplied payments and posting discrepancies
- Unclear adjustment review responsibilities
- Reports that are difficult to compare month to month
A scope to discuss
Tasks that may be included
- Post payment information within the agreed scope
- Review exceptions and reconciliation questions
- Flag adjustments requiring approval
- Prepare reports with agreed definitions
Proposed offering. Availability, access, qualifications, and responsibilities must be confirmed before work begins.
From understanding to action
A practical workflow.
- 01
Confirm posting sources and access
- 02
Record activity and review exceptions
- 03
Reconcile totals and escalate differences
- 04
Prepare and discuss reporting
Visibility you can discuss
Reporting & deliverables
Format, frequency, and definitions are agreed around the data available from your practice.
- Payment activity summary
- Posting exception log
- Agreed reporting package
Your questions, answered
Does posting include bank reconciliation?
Bank reconciliation is not assumed. The sources, totals, and responsibility boundaries must be agreed.
Who authorizes adjustments?
Approval authority is established by the practice and documented in the engagement scope.
How often are reports delivered?
Report frequency and format depend on scope, data availability, and the practice’s review needs.
Can we request custom reports?
Custom reporting can be discussed after reviewing available system exports and confirming feasibility.
Let’s talk about your practice
A clearer next step starts
with a conversation.
Tell us what is getting in the way. We can discuss the support your practice needs.