Payments overview

the remittances tab lets you review insurance payment remittances (era / 835 files) received from payers and see how payments were applied to claims w hat you can do from the payments tab from this page, you can view all insurance and patient payments see unapplied payment totals allocate payments to claims or encounters track recent allocation activity manually post new payments p ayment summary cards at the top of the page, you’ll see three summary cards t otal unapplied the total dollar amount of payments that have not yet been allocated i nsurance unapplied payments received from insurance payers that still need to be allocated to claims or service lines p atient unapplied payments collected from patients that have not yet been applied to invoices or encounters these totals help you quickly identify pending work and avoid leaving money unallocated n avigation tabs p ending posting shows payments that still require allocation this is usually the first place to check if balances look off a ll payments displays a full list of all insurance and patient payments, regardless of allocation status r ecent activity shows recent payment allocations if nothing appears here, it means no payments have been allocated recently p osting a new payment to manually post a payment click post payment in the top right corner check docid 64qq qi2zeqamhbfa4qos article for more detailes c ommon tips and best practices unapplied balances usually mean allocation is pending, not missing money insurance payments should be allocated to claims as soon as eras are received patient payments should be matched to the correct invoice or encounter regularly check the pending posting tab to keep balances clean