Reconciliation Workflow
How to reconcile hospital invoices to payments and settlements
Recommended Process
- Ingest webhooks: Store every webhook event (by
event.id) and map it to your invoicereference. - Daily reconciliation: Pull a daily report by time range and compare against paid invoices.
- Investigate mismatches: Investigate “paid in bank but not marked paid” and “marked paid but no settlement” cases.
- Close the day: Produce a finance export for the hospital finance team.
Common Queries
- By reference: resolve a single invoice dispute quickly.
- By date range: daily/weekly reconciliation.
- By status: list pending/expired payments for follow-up.
Finance-Friendly References
Keep reference short, unique, and consistently shown to the payer. It becomes the key used across:
- HIS invoice screen
- Payer instructions/receipt
- Webhook events
- Finance export
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