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Revenue Cycle → Remittances. Available when the RECONCILIATION_MATCHING feature is enabled. Insurance money arrives as a deposit in your bank account and, separately, as a remittance advice explaining what it paid for. Remittances puts the two together and shows what did not match.

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The three views

Money in, money expected, and what is outstanding over a period. The view for “are we being paid what we billed”.

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What matching does

VoxHealth reads remittance advice from your payers and your claims and payments from your PMS, and matches them: this deposit paid these claims, this claim was paid short, this claim has not been paid at all. Everything that matches cleanly is left alone. The worklist is the exceptions.

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Working the worklist

1

Unmatched payments first

Money you have that is not attributed to a claim. Usually a claim ID that serialized differently between systems, or a payment covering claims from more than one date.
2

Then short-paid claims

Paid, but for less than expected. Read the adjustment reason on the remittance before assuming it is an error.
3

Then aging claims with no payment

Nothing has arrived. These are the ones to chase, and the ones that quietly expire if nobody does.
Work the worklist on a fixed day each week. Reconciliation done in a batch takes a fraction of the time it takes done ad hoc, because the same payer’s oddities repeat.

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Configuration

Settings → Reconciliation controls how incoming payments are matched to claims: the tolerances and rules that decide what counts as a match rather than an exception. Loosening the rules produces a shorter worklist and a less trustworthy Overview. Start strict.