Remittances
Managing payments received
Managing Revenue Cycle
The Fieldworker platform supports multiple payers, and, where allowed, supports multiple lines of operations, which may have different revenue management processes. This dashboard is a unified view of all payments received from Medicaid (and other sources), even if the claims may not have been submitted using the Fieldworker.
The Remittances tab within the Revenue Management module is where you track and reconcile payments received from payers like Medicaid. This page acts as a digital ledger for your Electronic Remittance Advice (ERA) files, allowing you to match payments to the original claims sent.
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1. Date Navigation
Because remittances are often received weeks or months after a service is provided, the date selector is your primary tool for reconciliation.
Select Date: Use the Date Picker to choose the month you wish to review (e.g., July 2024).
Navigation Arrows: Use the [ο ] and [ο‘] buttons to quickly flip through consecutive months of payment data.
π 2. The Remittance Data Grid
This grid displays the specific breakdown of payments received. Each row represents a line item from a payer's remittance file.
Column
Description
Medicaid/ID
The unique identification number for the member (e.g., 902004011401).
Member Name
The First Name and Last Name of the client (e.g., Steven Mendick).
Prior Authorization
The specific Authorization Number linked to the payment.
Approved Units
The number of service units the payer has agreed to cover.
Procedure Code
The billing code associated with the service (e.g., T2024:HI).
Auth/Approved Amount
The dollar amount authorized vs. the actual Approved Amount paid by the insurance.
Claim Status
The final adjudication status (e.g., Processed as Primary).
Payment Date
The date the funds were officially disbursed by the payer.
π 3. Understanding Claim Match Status
The Claim Match Status column is critical for your billing team. It tells you if the system successfully linked the incoming payment to an existing claim in your Accounts Receivable.
Matched: (Expected state) The payment has been successfully paired with a claim, automatically updating your Revenue Management totals.
π οΈ 4. Action Icons & Tools
The toolbar at the top right of the grid provides essential management functions:
Column Visibility (οΊ): Toggle which data points (like Error Codes or Upload Dates) are visible on your screen.
Filter (ο°): Narrow down the list to find a specific member or high-value payment.
Export (ο): Download the remittance list as a CSV or Excel file for your accounting software.
Upload/Attach (ο): Use this to manually upload new ERA or 835 files received from payers.
Reconciliation Tip: If a payment appears in the Remittances tab but the member's status in Accounts Receivable still says "No Payment Found," check the Claim Match Status. You may need to manually link the payment if there was a typo in the original Prior Authorization number.
The dashboard has the following columns.
Medicaid ID
First Name (of the customer)
Last Name (of the customer)
Prior Authorization
Start Date
End Date
Approved Units
Procedure Code
Auth Amount (from Prior Auth file, where available)
Approved Amount (from Remittance file, when available)
Claim Match Status (from the Remittance file, when available. This helps identify claims submitted outside the Fieldworker platform.)
Claim Status (from Remittance file, when available)
Payment Date (where available)
Notes (where available. Users can edit and/or append a note.)
Error Codes (from the Remittance file, where available)
Error Description (from Remittance file, where available)
Upload Date (received from payer)
Users can select, download, and print any combination of the data, as needed.
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