Problem Statement

Payments must be matched and posted accurately and promptly, and manual posting and balancing is slow and exception-heavy; unposted or misapplied cash distorts accounts receivable, ties up credit balances, and delays a clear view of what has truly been collected. Sometimes the money arrives but the paperwork doesn't: cash management shows funds with no supporting 835 or EOB to post against, so the payment can't be applied until someone tracks the documentation down on the payer portal. Until then the cash sits unposted and the matching claims look unpaid.

Automation Solution

This automation searches payer portals for the missing 835 or EOB when cash management shows funds without supporting documentation, downloads the document, and posts the payment.