Executive summary. Reconciliation is the regular comparison of related records to confirm they tell the same financial story.
Definition
Reconciliation is the process of comparing payment, claim, and bank records and explaining the differences between them.
Where this work lives in Attergo
Revenue and finance teams start in Attergo Margin. Reconciliation shows which payments raised a question. Remittances, Missing Remittances, Exceptions, and Underpayment Cases hold the individual items. Assign each follow-up to the person who can confirm the payer response, and record the outcome before the case closes.
A deposit, a payment notice, and a group of claims should fit together. When they do not, the cause is usually timing, a correction, a missing record, or a payment that needs attention. Reconciliation is what makes the gap visible while it is still small.
Review and follow up
Reconcile on a predictable schedule, and record what was compared, the date, the person responsible, and any open question. Never close a difference by adjusting a total. Keep the original records and write down the explanation.
Final decisions stay with the role your organization holds accountable for them. Record the decision on the item, with the evidence behind it, so the next person to open it does not start over.
Frequently asked questions
Who should use this Attergo workspace?
The role that owns the next action leads it: a billing specialist, an authorization coordinator, an inventory lead, a pharmacist, a compliance lead, or a finance reviewer. Access follows the role your organization assigns.
Referenced standards and further reading
- CMS: Electronic funds transfer ↗Centers for Medicare & Medicaid Services
Related articles
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