Payment Posting Summary

Posting payments touches on three main parts of the Choice software: the Deposits screen, our posting rules engine, and the Posting screen. You can find the Deposits and Posting sections on the navigation bar under the Billing section.  

Deposits will be where you create any new deposits (ERA imports, statement payments, manual EOBs, or patient payment batches), as well as enter information for manual EOB’s, fix deposit errors, and send deposits to posting.

Our back-end posting process isn’t a part you need to worry about – when something is sent to posting, it is posted automatically based on our rules engine. Once you do the initial customization for your practice’s needs, all you’ll need to handle are the errors.  

Posting is where you’ll fix any errors that arise in the auto-posting process – this way, you never need to look at claims that don’t need to be touched, reducing errors and saving valuable time.

You can find a video that provides an overview of the payment posting process here

You can find a video about recent changes from a manager's perspective here.

You can find a video about recent changes from a payment poster's perspective here.