Smarter Week

How to automate it

How to automate “post payments and match remittances”

Here is the best way to spend less time on this, best first. Each comes with steps you can follow today.

60 min
typically, every day
75%
of the time can be automated
Some setup
to set up

Fix 1 of 1

Automation

Turn on automatic payment posting from electronic remittances

Electronic remittances (ERAs) can post payments and adjustments automatically. Staff only work the exceptions.

Typically saves about 65% of the time2 h to set up
  1. 1Enrol in ERA and EFT with your top payers.
  2. 2Turn on auto-posting in your PM system or clearinghouse.
  3. 3Set rules for what posts automatically and what goes to review.
  4. 4Work only the exceptions queue each day.

Tools: Your PM system · Waystar or Availity

Who does this task

Roles in our library that list this as one of their common tasks. Each guide covers the rest of that role’s week.

Medical billing / coding specialist

HourLeak · the 8-minute work audit

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Other common tasks for Medical billing / coding specialists