Collecting a patient payment is only half the job - it still has to be matched to the right account and posted to the EHR ledger. When reconciliation is manual, payments sit unposted, statements go out for balances already paid, and billing staff spend hours cross-checking deposits against accounts.
Where Manual Reconciliation Breaks Down
What Automated Reconciliation Looks Like
API When Available, Automation When Appropriate
Not every EHR offers a payment-posting API. Where one exists, payments post automatically. Where it doesn't, authorized workflow automation or a reconciled import file can close the loop - only where permitted by the agency and its EHR.
Frequently asked questions
Can payments post to our EHR automatically?+
Where your EHR provides an API and posting is permitted, yes. Where it doesn't, authorized automation or a reconciled import file can be used instead.
What happens to payments that can't be matched?+
They're flagged as exceptions for billing staff to review, rather than being posted to the wrong account.
Does this replace our billing team?+
No. It removes routine matching and posting so billing staff can focus on exceptions and patient questions.