What to review in a product demo
Review remittance intake, claim matching, adjustments, batch totals, deposit reconciliation, and an unmatched exception. Trace a reversal or underpayment question to its next queue.
Claims & Revenue
Payment Posting Software for Remittances and Reconciliation
Automated payment posting software for ERA, EOB, and 835 processing.
Organize remittances, review claim matches and adjustments, and route exceptions to the responsible team. Validate approved ledger updates, compare remit totals with deposits, and investigate differences before closing a batch.
Claim matching and reviewException worklistsReconciliation controls
Product workflow demonstration with sample records.
TL;DR
- Review remittances and claim matches before enabling posting actions.
- Route unmatched lines, adjustments, and reversals to the responsible reviewer.
- Compare bank deposits, remit totals, and ledger entries; investigate differences.
Measure Your Posting Workflow
Define your baseline, comparable remittance groups, and review criteria. These are evaluation measures, not promised posting speed, recovery, or reconciliation outcomes.
Posting time
Days-to-Post
Measured from ERA receipt to ledger-post timestamp on the Daily Summary.
Queue age
Days in AR
Compare unresolved posting exceptions and aged work for equivalent remit groups.
Cash comparison
Reconciliation variance
Compare bank deposits, remit totals, and ledger entries; investigate differences before batch close.
Variance review
Underpayment recovery
Review applicable contracts and remit details; count recovery only after entitlement and payment are confirmed.
Payment-posting integration references
Start with these EHR reference pages, then verify your product version, access, field mapping and payment-posting write-back scope. A reference page does not confirm that a particular connection is configured or that every payment workflow is supported.
EHR integration references
Clearinghouse workflow reference
AvailityReview eligibility, claims and ERA handoffs; confirm payer enrollment and configured transaction scope with your implementation team.
Connections requiring separate verification
Dedicated integration reference pages for the systems below are not yet available here. Confirm the vendor, version, transaction or file format, permissions and implementation scope before relying on a connection. Listing a system is not confirmation of an integration or partnership.
- Clearinghouses
- Waystar, Change Healthcare, Experian
- Finance systems
- Netsuite, Sage Intacct, Microsoft Dynamics 365
Beyond posting: the 10-step Post-Payment Pipeline
Posting is only the first event after an ERA or EOB is matched. QuickIntell fans the result out to downstream revenue-cycle work so cash, exceptions, and next actions stay synchronized.
Patient responsibility moves into AR Management work queues, full and partial denials open denial cases, COB opportunities trigger secondary claim auto-generation, and overpayments start refund review.
Contract variances route to underpayment pursuit, adjudication detail writes back through configured clearinghouse and EHR integrations, and aged work advances without a poster rekeying the same remittance.
Source: QuickRCM User Manual section 08. Review pricing for rollout options.
Complete Payment Posting Features
Everything you need to automate payment posting and reconciliation
ERA Processing
- Automated 835 file ingestion
- Multi-payer ERA support
- Real-time posting workflow
- Exception flagging & routing
EOB Conversion
- Paper EOB digitization
- OCR extraction & validation
- EOB-to-835 conversion
- Batch processing support
Payment Matching
- Intelligent claim matching
- Partial payment handling
- Takeback processing
- Contractual adjustment posting
Reconciliation
- Bank deposit matching
- Payment variance analysis
- Underpayment detection
- Balance tracking & reporting
Investigate Reconciliation Differences
The Triangle-of-Truth view ties the bank deposit, ERA payment total, and posted ledger total together so cash close does not depend on spreadsheet archaeology.
Unposted ERA lines
Variance drill-down isolates this bucket before the batch can close.
Voided payments
Variance drill-down isolates this bucket before the batch can close.
Manual adjustments
Variance drill-down isolates this bucket before the batch can close.
Check-vs-EFT timing
Variance drill-down isolates this bucket before the batch can close.
Triangle-of-Truth
Deposit batch close
Illustrative example
Bank deposit
$148,212.15
ERA total
$148,212.15
Posted ledger
$147,908.40
Variance found: $303.75
Example: investigate the unposted or adjusted entry before closing the batch. These sample amounts do not represent customer records or verified performance.
How Payment Posting Works
1
Ingest
Automatically receive ERA/835 files from clearinghouses
2
Match
AI matches payments to claims with intelligent algorithms
3
Post
Auto-post payments, adjustments, and denials to your PMS
4
Reconcile
Match to bank deposits and identify variances
Built for the biggest files
Evaluate file handling with your actual remit sources and expected volume. Review matching, processing progress, failures, duplicate checks, and the staff fallback before enabling automatic actions.
Test representative remittance files, including your largest expected batches.
Review processing progress, failed tasks, and the ability to resume unresolved work.
Confirm limits, matching behavior, and the staff handoff for incomplete or ambiguous files.
Define duplicate handling and how original remits and approved posting records are retained.
Agree on monitoring, support, and escalation before moving the workflow into production.
Who Uses QuickIntell Payment Posting?
Physician Practices
Automate daily payment posting and reduce staff time spent on manual remittance processing.
Hospitals & Health Systems
High-volume payment processing with enterprise reconciliation and multi-facility support.
Billing Companies
Scalable payment posting across multiple clients with client-specific workflows and reporting.
Security & compliance
Payment posting touches PHI, payment amounts, payer trace numbers, and EHR ledger updates. QuickIntell keeps those workflows tenant isolated, encrypted, signed, and auditable from intake through reversal.
Review the Trust CenterReview applicable data agreements and business associate responsibilities
Request hosting, encryption, and credential-handling evidence
Validate roles, posting permissions, and supervisor approvals
Inspect records for posting, reversals, and downstream updates
Agree on retention, export, and deletion requirements
Confirm incident reporting and operational escalation
Paper and PDF remittances
Prepare the EOB before it reaches posting
When a payer supplies paper or a portal PDF, the conversion workflow needs complete source data, reviewed fields and an accepted 835 import. Confirm whether an electronic remit already exists for the payment before adding converted output to the posting queue.
Request an EOB workflow assessmentFrequently Asked Questions
How are incorrect postings corrected?
Review the original remit, matched account, posted entries, and downstream system state. Use the approved correction or reversal workflow with an authorized reviewer, reason, and retained record. Demonstrate reversal and reconciliation in your connected system before enabling production posting.
How large a remittance file can the workflow handle?
Test representative files, including your largest expected batches and line counts. Confirm configured limits, progress visibility, duplicate handling, failed-task recovery, and the manual fallback. Capacity and operational commitments should be specified for the proposed deployment.
Which clearinghouses and EHRs can we connect?
Review the exact clearinghouse, EHR or practice management system, available remit and ledger interfaces, vendor permissions, and data mappings. Demonstrate claim matching, approved updates, failed connections, and reconciliation. A vendor name alone does not establish a working interface.
What security evidence should we request?
Review the deployment’s data flows, hosting, encryption, credentials, role permissions, audit records, subprocessors, and applicable agreements with your privacy and security teams. Confirm the evidence and its scope rather than relying on a blanket certification statement.
How are duplicate remittances handled?
Review the identifying fields and duplicate checks used for your remit sources. Route suspected duplicates for review before additional posting, retain the original files, and test repeated or corrected remittances during validation.
How should we evaluate automatic posting?
Define which matched entries qualify for automatic action and which need approval. Measure eligible entries, completed postings, exceptions, corrections, and manual work for comparable file groups. No universal automatic-posting rate, accuracy, or overnight completion is promised.
Do you support paper EOB workflows?
QuickERA supports EOB conversion into an electronic remittance workflow. Validate extraction and source-document review before matching and posting. Conversion, posting, and ledger reconciliation are separate steps, each with its own acceptance criteria.
How are partial payments and takebacks reviewed?
Review the original line items, adjustments, prior entries, patient responsibility, and downstream balance before approving account changes. Confirm the configured routing and reviewer responsibility for partial payments, recoupments, and disputed matches.
Can we investigate underpayments?
Compare remit details with applicable contract terms or fee schedules and their effective dates. Flag differences for review, validate entitlement, and retain the follow-up evidence. A flagged variance is not confirmed recovered revenue.
How does ledger integration work?
Confirm the supported read and write interfaces, account matching, permissions, update receipts, retry rules, and manual reconciliation. Validate representative postings, adjustments, and failed updates before enabling production changes.
Is this software or a payment-posting service?
This page describes software your team operates. Managed posting is a separate engagement defining included remit sources, customer records, approval responsibilities, reconciliation, reporting, and escalation. Request a service assessment for the delivery scope.
How are implementation and pricing established?
Request a quotation identifying remit sources, volume, interfaces, workflow configuration, training, and support. Agree on representative test files, exception handling, approval controls, and acceptance criteria. Confirm fees, exclusions, retained responsibilities, and exit arrangements in writing.
Related Products
QuickERA
Convert paper EOBs to electronic 835 format
Contract Management
Pursue underpayments flagged from contract variance checks
Coordination of Benefits
Auto-generate secondary claims from COB opportunities
AR Management
Route aged balances and posting exceptions into work queues
Claims Filing
Review claim acknowledgments, rejections, and payer status
Denial Management
Automate denial prevention and appeals
Ready to Automate Payment Posting?
Bring representative remittance files, your matching and approval requirements, and the reconciliation process to a product demonstration.
Evaluate payment posting software for your team
Payment operations teams posting electronic and paper remittances and reconciling them to claims and deposits.
Connections to your current systems
Confirm electronic remittance, paper EOB intake, practice-ledger write-back, and deposit sources. Establish the data available for matching and reconciliation in your deployment.
Human review and release controls
Staff validate unmatched items, reversals, material adjustments, and unexplained deposit differences. Posting an adjustment does not prove the payment satisfied the contract.
Implementation and validation
Reconcile a representative batch end to end before expanding automated posting. Document approved adjustment rules, exception authority, and the reconciliation sign-off.
Pricing and quotation
Quote remittance volume, paper processing, connected systems, reconciliation scope, implementation, users, and support.
Software and managed delivery
Use software when your staff will operate this workflow. Review managed service scope when you want Quickintell to perform the agreed work.
Book a product demo