ERA posting
Starts whenAn 835 arrives
Matches every claim and line, sorts paid, partial, zero, bundled, reversed and forwarded to secondary, and posts with your adjustment codes.
Payment posting
Every deposit matched. Every ERA and EOB posted.
Your books match the bank every day, and your team only sees the money that truly doesn't add up.
- Bank deposits matched to every ERA and EOB
- 835s and paper EOBs posted line by line
- Secondaries and credit balances cleared
How it runs
From remittance to reconciled deposit.
- 01
Remittance arrives
An 835 from the clearinghouse or your billing system, or a paper EOB that is read and reviewed.
- 02
Validated
Balanced, not a duplicate trace number, and paid to the right payee.
- 03
Matched to claims and lines
By payer claim number, patient control number, or member, date of service and charges.
- 04
Posted
Payments and adjustments posted by line, with CARC codes mapped to your adjustment codes.
- 05
Deposit matched
The bank deposit tied to its ERA by EFT trace number; virtual cards and checks by amount and payer.
- 06
Exceptions routed
Unmatched money, credit balances, recoupments and short pays each start their own workflow.
Every automation
What payment posting includes
Each one runs on its own, inside the systems you already use, and only asks a person when your rules say so.
Paper EOB posting
Starts whenA scanned EOB arrives
Read, extracted and posted after a review, so paper payers stop being a separate process.
Bank deposit matching
Starts whenA deposit lands in your bank account
Tied to its ERA by EFT trace number. Money without a remittance, or a remittance without money after three business days, becomes a work item.
Posting verification
Starts whenAnything is written to your billing system
Reads the posting back and raises an exception when it didn't land.
Unapplied cash
Starts whenMoney can't be matched to a claim
Posted to unapplied so the deposit balances, researched, and proposed for return after 60 days.
Secondary billing
Starts whenThe primary pays and a balance remains
Confirms the crossover or sends the secondary claim.
Credit balances and refunds
Starts whenA claim balance goes below zero
Finds the cause, separates payer and patient credits, and prepares the refund or offset for your approval, with Medicare's 60-day clock tracked.
Patient responsibility transfer
Starts whenPatient responsibility remains and no other payer is pending
Moves the balance only when the patient can be billed. Never for Medicaid or QMB patients.
Where your team steps in
Your posters only touch the money that doesn't add up.
Clean remittances post themselves. What reaches a person is the exception, with the ERA, the deposit and the claim side by side.
- Posting exceptionsLines that can't post cleanly, with the reason and a suggested posting.
- Unmatched moneyDeposits and remittances that don't match, side by side, with what has been tried.
- RefundsCredit balances with the cause and the amount, prepared for approval.
FAQ
Questions, answered
How does worklist connect to our bank account?
Through a bank feed, or with BAI2 or CSV statement files and lockbox files where you have them. Deposits are matched to remittances by EFT trace number.
Does it replace auto-posting in our billing system?
No. It compares what your system already posted with the ERA and works only what's left.
What about paper EOBs?
They're scanned, read and posted after a quick review, alongside your electronic remittances.
What if a posting can't be written to our system?
worklist prepares a grouped manual task and checks on the next sync that it was posted.
Early access
Run your revenue cycle as workflows.
We are working with a small group of billing and operations teams to shape worklist. Tell us where your work gets stuck, and we'll show you how it would run.
Request early accessor write to [email protected]
One platform, every role