🎥 Tutorial guide
Billing and Insurance Reconciliation
The reconciliation page gives finance teams one place to track insurer balances, payments, documents, and claim settlement progress.
🏢 Provider management
- Add and manage insurance providers
- View provider information and supporting documents
- Track pending and paid bills by provider
- Record deposits and payments received from insurers
🧾 Reconciling claims
💳 Partial or full payment
Apply insurer payments against selected outstanding bills based on the remittance received.
📦 Batch processing
Reconcile multiple insurance claims together to reduce repetitive finance work.
📄 Documents and exports
Print, export, and attach supporting documents for provider records.
🕒 Timeline
Every reconciliation action is logged so the finance trail remains clear.
✅ Finance tip: Reconcile against actual insurer remittance details, not just the original expected amount.
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Next step
Use the navigation below to continue through this tutorial series in the same order as the full demo.