The Remittance Page

One remittance in full: what the payer said, what it did to the balances, and the corrections available. Remittances is where you find it.

A remittance review item marked Short Pay and Held, with two warnings, the projected claim balance, and a required resolution

Who Can See It

User only, when the client is licensed for remittances.

The Tabs

Tab	What it holds
Overview	The remittance, the claim it matched, the money, and the service lines
Findings	What the remittance rules found, counted in the tab

What Overview Carries

Card	Fields
Remittance	Payer, Payer ID, Payee, Payee NPI, Check #, Payment Date, Received Date
Claim	Claim, Patient, ICN, Status
Amounts	Billed, Adjustments, Patient Resp, Paid, Unexplained
Resolution	Resolution, Notes, Decided
Adjustments	One row per adjustment: group, reason, remarks, amount

Service Lines run full width beneath, with columns Serv Date, Proc, Mods, Grp/RC-Amt and RARC.

Where the 835 omitted a field, the page says what it substituted - for example using the claim’s insurance plan.

Posting Status

Status	What it means
Held	Nothing has posted. A review item is holding it
Posted	The entries are on the ledger
Reversed	The posting was backed out; the ledger is closed to new adjustments
Superseded	Closed without ever posting, because a corrected remittance replaced it

Resolutions

A held remittance needs a resolution before its review item can close.

Resolution	What it means
Void	Abandon the claim
Write Off	Give up the balance
Accept	Take the payment as final
Refile	Pursue it again

They read as a ladder: most terminal first, most recoverable last.

Actions

Several of these appear as a button on the card only while the remittance needs them, and otherwise live in that card’s menu.

Action	What it does	Where it appears	When it is greyed
Re-check	Runs the remittance rules again	Page header	While a check is running
View Raw EDI	Shows the 835 as received	Page header	When raw EDI was not stored
Reassociate Claim	Moves it to a different claim	A button on the Claim card while an unmatched finding is open; otherwise the Claim card menu	-
Post Manual Adjustment	Adds an adjustment entry	The Adjustments card	Once reversed - the ledger is closed to new adjustments
Add Adjustment	Adds a row while editing	The Adjustments card, in edit mode	-
Post Reversal	Backs the posting out	A button on the Amounts card while an error finding is open and the posting is neither reversed nor held; otherwise the Amounts card menu	Already reversed - a posting reverses once
Supersede	Closes a held remittance without posting it	The Amounts card menu	Already posted - post a reversal instead; or the remittance is not held

Choosing a claim for Reassociate Claim can still be refused after the fact: a voided target is rejected by the server, not greyed here.

Supersede is for the payer sending the same remittance twice, corrected. It asks first, listing every line that will never post and confirming the claim balance stays where it is. Post the corrected remittance before closing this one: Close Without Posting cannot be undone, and Keep Held backs out.

Edits save through a save bar, and leaving with unsaved work asks first.

States

Held for review says Complete the review item to release the posting.
Posted shows the date, and notes that corrections post new entries rather than editing old ones.
Nothing to post when the remittance carries no payment and no adjustments.
Superseded replaces the posting badge, and no posting action is offered again.
Blocked - without the remittances module the screen is not in the sidebar, and a saved link to it says the module is not part of your plan.