Payment Posting in EMR

Synergy posts payer and patient payments in your existing PM or EMR with a published 99% accuracy target. We match ERA detail to EFT deposits, review adjustments, route denials and suspected underpayments, and move verified balances to the next responsible payer or patient. See the control sequence in our ERA posting and reconciliation guide.

Our medical payment posting workflow

• Capture the payer, payment date, deposit amount and ERA or paper-remittance details before posting
• Match each claim and available service-line detail to the correct patient, date of service and charge
• Post payer payments, contractual adjustments and reported patient responsibility, subject to the applicable contract, plan and billing rules
• Separate denials, reversals, recoupments, unmatched claims and suspected underpayments into owned work queues
• Reassociate each ERA with the EFT or payment it describes using trace information, then reconcile the 835 payment amount after provider-level adjustments
• Submit to the secondary payer when needed, or bill the patient only after the primary adjudication and ledger balance are verified
• Reconcile monthly and on demand, with transparent payment and exception reporting

What should be reconciled before a posting batch is closed?

A remittance explains how a payer processed claims; it is not the bank deposit itself. The payment and its supporting remittance need to be matched before the practice can explain the amounts posted. CMS describes this matching process as payment-remittance reassociation.

A useful review answers three questions: was the payment applied to the intended account or claim, do the posted amounts agree with the supporting information, and does every unresolved difference have an owner? Automated posting still needs an exception review.

Keep unresolved payment items visible

• Missing remittance: identify which payment needs supporting detail and who will obtain it.
• Unapplied money: determine the correct account or document why the amount remains unapplied.
• A difference between the payment and the posting: compare the source records, including adjustments, before closing the batch.
• A remaining payer balance: assign the next action to accounts receivable follow-up, with the information needed to investigate.

These are suggested review categories, not standardized report names. For example, Tebra's payment reports include unapplied amounts; check the definitions and filters in your own system. Our ERA reconciliation guide and provider-level adjustment guide explain the related controls in more detail.

Agree on the handoff and reporting

Before choosing payment-posting support, agree which existing balances and new payments the billing team will handle, who supplies missing information, which reports show progress, and when unresolved items are reviewed. A report of actions taken should be distinguishable from money received.

Also clarify what “reconciliation” covers in the proposed service. Matching a payer payment to its remittance and billing-system entries is a different task from reconciling every transaction in a practice's bank account. Describe the work needed and confirm responsibilities before assuming either is included.

Prepare for a payment-posting conversation

Start with the name of your EHR or practice-management system, the payment problem you want to solve, and whether it concerns current posting or an older backlog. A general description is enough for the initial conversation; do not send patient information, bank details or account credentials through the website form.

Discuss payment-posting support. We can review the workflow and service responsibilities before you decide on an arrangement.