How can I reconcile the payments?

You can generate a report from the Remittance Report and cross validate it with your bank statements.

1. Hover over the "Billing" Tab and Choose "Remittance Reports"  

2. You can search either choose ERA & EOB, ERA or EOB, Trace#, Date Range, Patient name/Chart ID or Insurance name/Payer ID.

3. This will list you all the ERA/EOB from the insurance company. You have the option to print and export to an excel spreadsheet also, you can validate with your bank account.

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