Cash Posting
Make payment activity
clear in your billing records.
Keep payment records connected to the claims and accounts they belong to. Cash posting support records payer and patient payments, reviews remittance details and identifies differences that need follow-up.
Service scope to discuss
Turn payment and remittance information into an accurate account record.
Gather payment records
Review the available payer remittances, patient payment records and agreed deposit information used for posting.
Match payments to accounts
Identify the appropriate claims, service lines and patient accounts before recording payment activity.
Record payments and adjustments
Post payments and documented adjustments according to the remittance and the practice's approved posting rules.
Review remaining balances
Check payer-assigned patient responsibility and outstanding amounts before they move into the next billing workqueue.
Track posting exceptions
Flag unmatched payments, missing remittances and discrepancies for review with the responsible contact.
Reconcile the work
Compare posted activity with the supplied payment records and document unresolved differences.
A practical engagement
See what was posted and what still needs explanation.
Set the payment sources, adjustment rules and reconciliation responsibilities before work begins so exceptions can be resolved consistently.
- Posted payment and adjustment records
- Unmatched-payment worklist
- Remittance exception log
- Posting reconciliation summary
A useful starting point for follow-up
Remittance information helps explain what the payer paid, adjusted or denied. Recording it clearly gives billing and A/R teams the information they need to decide the next action on an outstanding balance.
Explore related RCM services
Connect the next step in your revenue cycle.
Explore a focused service or discuss how these workflows fit into complete medical billing support.
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Questions practices ask
Clarity before
the next step.
Can the scope include payer and patient payments?
Yes. Discuss the payment types and source records your practice uses. The proposal will define which payer and patient payment activities are included.
Who decides which adjustments may be posted?
The practice's approved rules and the applicable remittance information guide posting. Questions about an adjustment are routed to the designated contact rather than treated as an automatic write-off.
Is cash posting the same as bank reconciliation?
Cash posting records payment activity in billing accounts. Comparing it with supplied deposit information can be included, while ownership of the bank and accounting reconciliation should be defined separately.
Discuss cash posting support
Share your payment sources, posting workflow and the exceptions that take your team's time.