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At a Glance
In the world of medical billing, perhaps the two most important questions you can answer are:
- How much have payers told us weâve been reimbursed?
- How much of that has actually arrived in our bank account?
Getting a clear answer to #1 can be challenging enough, but some practices are forced to spend tremendous amounts of time manually matching up bank deposits with EOBs in order to make sense of what theyâve been paid and find out what payments are missing.
Itâs important work, but itâs also a slog.
Thatâs why Athelas has a Remittances tab, with built-in deposit verification.
In this tab youâll be able to view a list of every remittance a payer has sent you. Once you plug in your bank account via our secure Plaid integration weâll attempt to automatically match those remittances up with deposits, reducing the burden of deposit verification by as much as 80%.
Read on, and weâll dig into the details.
đ Core Feature Walkthrough
1. View All Remittances
Even before you connect your bank account, youâll be able to view a list of all your recent remittances in chronological order (or a different order if you care to re-sort them).
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There can be a lot of data in this view, so weâve provided tools to help you zoom in on precisely what youâre trying to examine:
- Download CSV â for some folks, thereâs no place like Excel. If you happen to be a spreadsheet jockey, youâve got the option to download all the data in this tab. That way you can work in your data manipulation tool of choice.
- Filter Remittances â weâve also provided a wide variety of filters to help you narrow down to just the subset of remittances youâre looking for. This is particularly helpful when investigating missing deposits.
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- Explore Remittance Details â once youâve found a remittance you want to examine, clicking on it will take you into a detail view for the remittance. Here you can see each Athelas claim that was a component of the remittance.
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- Quicklink to Athelas Claim â and to close the loop, clicking any of the specific claims listed in the ERA will open up the Athelas Claim Detail view so you can see remittance info in the context of the rest of the claim details.
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2. Connect Your Bank Account
Once youâre ready to start automatically matching remittances and deposits weâll need to connect to your bank account via the Athelas <> Plaid integration. Hereâs how to do it:
- From the main Remittances tab, click the âConnect Bank Accountsâ button. This will take you to the linked accounts screen.
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- From the linked accounts screen you can view any currently associated bank accounts, then click âConnect a new Bank Accountâ to add a new one.
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- This will launch the Plaid integration screen which will guide you through the process of authenticating with your bank. Once youâre done, read-only access will be delivered to Athelas for analysis.
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- Once youâve completed the connection it may take as much as an hour for data to be fully imported and matching to occur. Once an hour has passed, you can move on to analyzing your matches and mismatches.
- Note: If you have more than one bank account youâd like to match against remittances, just repeat the process from the top. You can link as many bank accounts as you like.
Refreshing or Deleting a Bank Account
To refresh or remove an account, simply click Manage Bank Accounts on the Remittances page, then click either the Refresh or Delete icon for that account.
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3. Analyze Matches / Missing Deposits
Now that your bank account is hooked up and Athelas has had time to run our algorithmic matching protocol, the fun really begins. You now have 5 different ways to segment your data, depending on your objective:
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- View All â in this view youâll see a combination of both remittances and deposits. Any that have been matched will appear combined into a single line item, but youâll also see rows for unmatched remittances and unmatched deposits.
- Missing ERAs â here youâll see any deposit for which Athelas couldnât find a corresponding remittance to match it to.
- Missing Payment â on the flip side, this view shows remittances with no payments that could be directly matched to them
- Inconsistencies â here Athelas was able to match a remittance to a deposit, but thereâs some discrepancy between the two.
- Generally this a difference in payment amount (often only a few cents), but each row will specify that the inconsistency in the match is.
- Matched Deposits â as you might expect, this view holds all our unproblematic matches where a remittance clearly belongs with a given deposit and the numbers all line up nicely.
In Conclusion
With these tools in hand, the process of tracking down missing payments and missing remittances becomes a lot simpler, and as Athelas continues to refine our matching algorithm there will be more and more matches generated automatically.
We aim to one day provide a 99% match rate, so if you recognize matches that Athelas isnât detecting automatically please bring those to your account representative. Weâll use that data to improve our algorithm and provide better results going forward.
đŹÂ FAQs
What should I do if my bank doesnât integrate with Plaid?
Reach out to your dedicated Athelas representative and theyâll see if we can manage an alternate method of importing your deposit list. Occasionally this isnât possible, but often weâre able to find a suitable workaround.
đ˘Â Further Assistance
Weâre here to help! Please get in touch with support@getathelas.com if youâd like some hands-on assistance.