Home Outstanding Balances How Outstanding Data is Synced

How Outstanding Data is Synced

Last updated on Feb 06, 2025

The Outstanding Balances data is an integral part of managing your accounts, providing clear visibility into what is owed by patients and insurance providers. This data is automatically synced from your connected EHR/PMS system to ensure accuracy and consistency. Here's an overview of how the synchronization works and how you can manage this data.

How the Sync Works

  1. Daily Sync:

    • By default, the outstanding balances are pulled daily from your connected EHR/PMS system.

    • This ensures the data reflects the most up-to-date financial details for all accounts.

  2. Increased Sync Frequency:

    • If you need more frequent updates (e.g., hourly syncs), we can increase the sync frequency upon request.

    • Contact your account manager or support team to customize the sync settings for your practice.

  3. Real-Time Accuracy:

    • The sync includes updates to account balances, aging buckets, patient portions, and insurance estimates to provide an accurate snapshot of outstanding amounts.

Managing Outstanding Balances

1. Adjust Balances on the Account Detail Page

  • Editable Data:

    • If discrepancies arise or adjustments are needed, you can manually update the outstanding balance directly on the Account Detail Page.

  • Steps:

    • Navigate to the specific account.

    • Edit the Patient Portion or Insurance Portion to reflect accurate amounts.

    • Save changes to ensure the updated balance is displayed across all relevant views.

2. Monitor Aging and Collection Activity

  • The synced outstanding data is also used to populate:

    • Aging Buckets: Helps categorize overdue balances by how long they’ve been outstanding.

    • Auto Collection Rules: Ensures the correct balances are targeted for automated payment reminders or collections.

Benefits of Synced Outstanding Data

  1. Accurate Financial Tracking:

    • Automatically pulls data from your EHR/PMS to eliminate manual updates and ensure consistency.

  2. Customizable Sync Frequency:

    • Adjust sync intervals to meet the specific needs of your practice for more frequent updates.

  3. Flexible Balance Management:

    • Allows manual adjustments to resolve discrepancies or address changes in patient or insurance responsibilities.

How to Request Sync Changes

If you need to increase sync frequency or encounter any issues with the outstanding data:

  • Contact Support:

    • Reach out to your account manager or use our real-time chat support.

  • Custom Configuration:

    • Our team can configure sync settings tailored to your practice’s requirements.

By syncing outstanding data directly from your EHR/PMS system and providing tools for manual adjustments, we ensure your balances remain accurate and actionable. For any questions or additional support, don’t hesitate to reach out!