Payment Posting

Payment and adjustment workflow support organized around accuracy, traceability, reconciliation, and exception routing.

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Service scope

What the workflow addresses

Payment information may arrive through multiple channels and include payer payments, patient payments, adjustments, denials, reversals, and unresolved variances. A disciplined posting workflow helps teams maintain a clear account trail, distinguish routine activity from exceptions, and route reconciliation questions to the appropriate financial owner.

Defined deliverables

Electronic and manual payment-posting workflow support
Adjustment and denial-code documentation
Unapplied or inconsistent payment exception tracking
Reconciliation-support reporting for client review

Final deliverables, systems, volumes, and review points are confirmed during scope definition.

Scope in practice · interactive example

Connect the remittance, the account, and the difference.

A remittance lists several payments and adjustments, but one line cannot be matched to the expected account. The unmatched item should remain visible while the supported entries are reviewed.

How the work moves

Illustrative · not live client data

Source inputRemittance file or approved manual payment record

Assigned actionIdentify the source batch

Usable outputA distinct posting batch

What happens at this step

Record the source reference and check whether the same payment activity has already been handled.

Read every example stage

Identify the source batch
Input: Remittance file or approved manual payment record
Record the source reference and check whether the same payment activity has already been handled.
Output: A distinct posting batch
Boundary: Duplicate, incomplete, or unreadable sources are held for investigation.
Match the account entries
Input: Payment lines, adjustment information, and account records
Apply the permitted posting rules and separate unmatched lines or unexplained adjustments.
Output: Matched entries and an unapplied-item list
Boundary: An unknown adjustment is not forced into a convenient category.
Reconcile and route
Input: Source totals, posted entries, and remaining differences
Compare the supported totals and present unresolved variances to the client’s financial owner.
Output: A reconciliation note with explicit variances
Boundary: Refunds, reversals, and balance changes outside posting authority require client approval.

Clear ownership

Responsibility boundaries

The engagement begins with a documented division of work. ShanMedTech supports the assigned operational process; the client and provider keep their decision authority.

SMT

ShanMedTech

Operate the assigned payment posting workflow within the agreed systems and access boundaries.
Maintain visible work status, document actions, and escalate exceptions through the client-defined process.

Client / provider

Provide complete and accurate source information, required approvals, authorized access, and timely responses.
Retain authority over clinical, financial, payer-policy, adjustment, appeal, and patient-care decisions.

Operational visibility

Reporting and system touchpoints

Work can be organized within client-approved systems and access boundaries defined for the engagement. The reporting format and cadence are selected around the assigned workflow; no live integration is implied.

Illustrative operations viewScope-defined

Source-to-posting trace

Show which remittance or payment reference supports each batch of activity.

Unapplied items

Separate unmatched payments, unsupported adjustments, and other unresolved exceptions.

Reconciliation difference

Document what was compared, the remaining difference, and the financial owner reviewing it.

Qualified value

Operational benefit

A traceable posting process keeps applied payments, adjustments, unapplied amounts, and reconciliation questions from being blended into a single total.

Actual results depend on client inputs, documentation, payer decisions, systems, and the agreed scope. ShanMedTech does not promise a particular financial, clinical, credentialing, or payer outcome.

Public-site boundary

Data-practice boundary

Consultation forms are for business inquiries only. Use Careers for job applications. Do not include patient or protected health information. Operational safeguards, access boundaries, and contracting requirements are assessed for each engagement before operational work begins.

Questions about the scope

Frequently asked questions

These answers describe the operating boundary. Final responsibilities are documented for each engagement.

It is tracked as an unresolved item with the source reference and reason. The client’s reconciliation owner supplies direction; the workflow does not guess an account match.

Start with the workflow you need to strengthen.

Discuss Payment Posting support.

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