Automatic posting of remittance advice

Purpose

1.1. Ensure remittance advice (EOB/ERA) generated by payers is automatically posted to the correct patient accounts, updating balances, reducing manual entry, accelerating cash posting, minimizing data errors, auto-matching payments to claims, and generating follow-ups or alerts on discrepancies in allergy & immunology billing operations.
1.2. Synchronize remittance formats (835 files, PDFs, CSV) from multiple payers to EHR/Practice Management (PM) systems for seamless revenue reconciliation, and initiate reporting or workflow tasks as needed in healthcare billing.
1.3. Comply with HIPAA mandates for handling Protected Health Information (PHI) across connected platforms and audit all posting actions for transparency and regulatory adherence.

Trigger Conditions

2.1. Receipt of an ERA (835 file) or EOB (PDF/CSV) file via secure payer portal, SFTP, or email.
2.2. Detection of new remittance document in a predefined cloud folder or EHR inbox.
2.3. Scheduled polling of payer systems or clearinghouses for new remittance files.
2.4. Webhook event from payer, EHR, or document management system indicating remittance arrival.
2.5. Manual upload of remittance file to a workflow-triggering location.

Platform Variants

3.1. AdvancedMD
- API: /remittance/import — Configure API credentials and set schedule for polling ERA uploads.
3.2. Athenahealth
- Feature: Electronic Remittance Advice Integration — Map payer IDs and auto-import to billing worklist.
3.3. Kareo
- API: /v2/payments — Set webhook for new ERA and trigger payment matching process.
3.4. NextGen Healthcare
- Module: Remittance Management — Enable auto-matching and auto-posting options for ERA files.
3.5. DrChrono
- API: /payments/remittance — Parse/upload 835 and map payments to patient ledgers.
3.6. eClinicalWorks
- Feature: eBO8 Remittance Analytics — Activate scheduled import and automated posting.
3.7. Greenway Health
- Module: Intergy ERA Posting — Configure SFTP folder scan and auto-apply rules.
3.8. Cerner
- FHIR R4: ClaimResponse — Enable endpoint for 835 ingestion, validate mapping & auto-post.
3.9. Epic
- API: Billing/ERA Import — Automate interface for posting and exception flagging workflow.
3.10. Meditech
- Feature: Revenue Cycle Remittance Load — Schedule recurring load process and alerting.
3.11. McKesson RelayHealth
- Integration: ERA Gateway — Set SFTP endpoint and configure mapped import to PM system.
3.12. Waystar
- API: ERA Connect — Automate download/posting to chosen EHR & set error notification parameters.
3.13. Availity
- API: Remittance Delivery — Register webhook, automate transmission to billing platform.
3.14. TriZetto (Cognizant)
- Feature: ERA File Automation — Set automated download, activate batch posting.
3.15. Allscripts
- Interface: Pro ERA Posting — Configure auto-assign remittance to encounter/account.
3.16. Practice Fusion
- Integration: Payment Posting Sync — Enable webhook for real-time file push.
3.17. Office Ally
- SFTP: ERA Retrieval — Establish SFTP credentials for periodic import and feed to PM API.
3.18. Medisoft
- Module: EDI ERA Posting — Configure import schedule, auto-match, and discrepancy queue.
3.19. OpenEMR
- API: EOB/EFT-ERA Module — Set cron for file import, auto-post, and exception logs.
3.20. QuickBooks Online
- API: Invoices/ReceivePayments — Use mapping logic to convert remittance files into payment objects and sync.
3.21. DocuPhase
- Workflow: Remittance Import Bot — Drag file watcher, initiate posting workflow with mapping.
3.22. Google Drive
- API: drive.files.watch — Monitor designated folder for remittance file, push to processing workflow.
3.23. Microsoft Power Automate
- Connector: SFTP/OneDrive/SharePoint — Setup automated trigger and run ERA parser logic.
3.24. Zapier
- Action: New File in Folder (Box/Dropbox/S3) — Configure chain to parse and post remittance data in EHR/PM.

Benefits

4.1. Elimination of manual remittance entry and reduction of errors.
4.2. Faster posting leads to quicker revenue cycle and cash flow.
4.3. Simplified reconciliation and follow-up on denials or short payments.
4.4. Full audit trail and compliance with healthcare regulations.
4.5. Free up staff to focus on value-added activities instead of repetitive data processing.