Posting & Collection Insights

Overview

Payments Issued

$377,509.69

-7% ($-27,936.49)

Versus $405,446.18 Previous Period

Payments Issued

5/15/55/95/135/175/215/255/29

Issued Date

Payments Cleared

$325,746.55

5% ($16,092.42)

Versus $309,652.88 Previous Period

Payments Cleared

5/15/55/95/135/175/215/255/29

Cleared Date

Payments Posted

$396,550.92

9% ($33,232.66)

Versus $363,318.08 Previous Period

Payments Posted

5/15/55/95/135/175/215/255/29

Posted Date

Poster Performance

Name	# Claim Line Items	# Claims	% Share to LOB	$ Posted
poster.alpha@example.com	3,527	912	52.12%	$210,481.20
poster.beta@example.com	2,184	571	32.27%	$117,945.07
poster.gamma@example.com	1,059	286	15.61%	$68,124.65
Sum	6,770	1,769	100.00%	$396,550.92

poster.alpha@…

$210,481.20

poster.beta@…

$117,945.07

poster.gamma@…

$68,124.65

Timely Clearing & Posting

Bank to Remittance Matching (Data Availability)

30-Day Match Rate 60-Day Match Rate 90-Day Match Rate

Average Time to Bank Match

Avg Days To Bank Match (Days)

Average Time to Post

Avg Days To Post (Days)

Month to Month Bank Reconciliation Report

$ Issued $ Cleared

Feb 2026

Jan 2026

Dec 2025

Nov 2025

Oct 2025

Sep 2025

Issued Month	$ Issued	$ Cleared	% Cleared
Feb 2026	$385,201.74	$352,118.42	91.4%
Jan 2026	$321,840.66	$298,221.10	92.7%
Dec 2025	$404,118.20	$381,560.85	94.4%
Nov 2025	$348,775.92	$327,401.18	93.9%
Oct 2025	$272,058.10	$249,612.74	91.8%
Sep 2025	$295,402.55	$285,994.30	96.8%

Month to Month Posting to Bank Clearance Report

$ Posted $ Cleared

Feb 2026

Jan 2026

Dec 2025

Nov 2025

Oct 2025

Sep 2025

Posted Month	$ Posted	$ Cleared	% Cleared
Feb 2026	$396,550.92	$358,990.45	90.5%
Jan 2026	$331,228.10	$305,114.22	92.1%
Dec 2025	$415,002.55	$386,442.16	93.1%
Nov 2025	$355,118.07	$330,005.94	92.9%
Oct 2025	$285,420.31	$256,118.10	89.7%
Sep 2025	$311,275.84	$292,118.06	93.8%

Collections by Payer

Payments Issued by Top 10 Payers

Acme Health

$74,201.45

Northstar Ins.

$62,118.74

Bluefin PPO

$51,442.30

Cascade Dental

$43,118.12

Sunbelt Plan

$38,002.91

Maple Group

$31,225.46

Crescent Care

$26,118.30

Vector PPO

$22,114.05

Hilltop HMO

$17,800.21

Lattice Network

$14,118.79

EFTs Issued by Top 10 Payers

Acme Health

$71,420.18

Northstar Ins.

$60,118.74

Bluefin PPO

$49,002.10

Cascade Dental

$41,212.88

Sunbelt Plan

$36,118.74

Maple Group

$30,118.07

Crescent Care

$24,008.41

Vector PPO

$20,118.65

Hilltop HMO

$16,442.30

Lattice Network

$13,225.10

Payment Method, AR Days & Remittance Type

Average AR Days

8% (1)

Previous Period 12

Average AR Days by Payment Method

ACH

11.4

EFT

14.2

Check

16.1

Credit Card

8.7

Remittances Issued by Type

EFT55%

Check28%

Virtual Card17%

Remittances Issued - Last 5 Months by Type

Payment Issued Month	# EFT	# Check	$ EFT	$ Check	$ Virtual Card
Feb 2026	214	96	$211,840.17	$107,118.55	$66,242.20
Jan 2026	198	84	$182,118.06	$92,420.65	$47,302.39
Dec 2025	231	102	$225,442.18	$117,118.07	$61,558.07
Nov 2025	205	88	$192,118.45	$98,442.10	$58,215.37
Oct 2025	176	79	$148,118.92	$77,118.42	$46,820.76
Sum	1,024	449	$959,637.78	$492,217.79	$280,138.79

Collection Ratios

Average Collection Ratio

Lowest Collection Ratio - Bottom 13 Payers

Guardstone Mutual

14.2%

Blue Crest Plan of Idaho

17.1%

Quorum Care Network

21.4%

Statewide Employer Health

26.3%

Example Insurance Co.

30.1%

Anchor PPO Group

35.7%

Delta Northwest

38.6%

Pacific Trust Health

41.2%

Riverbend Care

44.5%

Summit Choice HMO

47.0%

Lakeland Benefits

49.8%

Cedar Health Alliance

52.4%

Beacon Group Plan

55.1%

Collection Ratio (Contracted)

Claims Count by Payer

Per Week

Cleared Date - Week	Payer	# Payments	# Claims
03/2026	Acme Health	2	9
	Northstar Ins.	3	14
	Bluefin PPO	4	21
	Cascade Dental	1	6
	Sunbelt Plan	2	11
	Maple Group	5	28
	Crescent Care	2	12
	Vector PPO	3	17
	Hilltop HMO	1	8
	Guardstone Mutual	2	10
02/2026	Acme Health	11	63
	Sample Administrators	8	42
	Riverbend Care	6	31
Sum		50	272

Per Month

Cleared Date - Month	Payer	# Payments	# Claims
May 2026	Acme Health	12	68
	Sample Health	5	31
	Sample Administrators	9	47
	Demo PPO Plan	3	18
	Sample Welfare Funds	2	11
	Example Plan	14	82
	Sample Dental B	6	34
	Sample Dental Insurance Co.	8	41
	Sample Dental A	4	22
	Sample Dental C	7	39
	Demo Health	5	28
	Acme Health	3	17
	Demo Co.	2	13
Sum		80	451

Auto Posting

Autoposting Overview

Eligible #

1,404

$306,885

Autoposted #

547

$100,745

Pre-Posted #

671

$160,955

Previously Posted #

$16,893

Total Posted #

1,277

$278,543

Incomplete #

127

$28,342

Not Eligible #

$16,537

Autoposted %

39.0%

32.8%

Pre-Posted %

47.8%

47.1%

Previously Posted %

4.2%

5.5%

Total Posted %

91.0%

90.6%

Incomplete %

9.0%

9.4%

Daily

Autoposted Pre-Posted Previously Posted Incomplete

Cleared Date

Totals by Practice

Practice	# Eligible	# Posted	# Incomplete	Posted %
ABC – 1001	218	204	14	93.6%
ABC – 1002	187	168	19	89.8%
ABC – 1003	142	131	11	92.3%
ABC – 1004	163	144	19	88.3%
ABC – 1005	155	142	13	91.6%
ABC – 1006	128	119	9	93.0%
ABC – 1007	203	181	22	89.2%
ABC – 1008	112	102	10	91.1%
ABC – 1009	96	86	10	89.6%
Sum	1,404	1,277	127	91.0%

BDV & Autoposting

BDV By Practice Group

Cleared Month	Practice Group	$ Bank Cleared	$ Posted	$ Possible Posted	$ Eligible	% Posted	% Eligible
5/2026	ABC - 1001	$5,118.40	$4,628.10	$4,915.20	$4,915.20	94.2%	96.0%
5/2026	ABC - 1002	$8,442.10	$7,938.65	$8,118.45	$8,118.45	94.0%	96.2%
5/2026	ABC - 1003	$3,118.07	$2,802.45	$2,968.30	$2,968.30	89.9%	95.2%
5/2026	ABC - 1004	$6,418.85	$5,920.10	$6,118.30	$6,118.30	92.2%	95.3%
4/2026	ABC - 1001	$11,118.65	$10,418.20	$10,820.45	$10,820.45	93.7%	97.3%
4/2026	ABC - 1002	$14,442.30	$13,520.85	$13,920.75	$13,920.75	93.6%	96.4%
4/2026	ABC - 1003	$5,118.42	$4,720.30	$4,920.85	$4,920.85	92.2%	96.1%
4/2026	ABC - 1004	$9,118.60	$8,420.30	$8,820.55	$8,820.55	92.3%	95.5%
Sum		$62,895.39	$58,368.95	$60,602.85	$60,602.85	92.8%	96.1%

Denial Autoposts

Denial Reasons

Coverage Inactive

$8,442

Service Not Covered

$6,118

Frequency Limitation

$4,820

Procedure Not Authorized

$3,620

Missing Documentation

$2,915

Other

$2,118

Practice	# Denials	# Auto Posted	% Auto Posted
ABC - 1001	28	24	85.7%
ABC - 1002	21	18	85.7%
ABC - 1003	14	12	85.7%
ABC - 1004	19	16	84.2%
ABC - 1005	11	9	81.8%

Posting Performance by Payment Method

by # of Claims

Payment Method	# Cleared	# Auto Posted	% Posting Rate	# Incomplete
EFT	812	748	92.1%	64
Check	385	342	88.8%	43
Virtual Card	128	112	87.5%	16
Other	79	75	94.9%	4
Sum	1,404	1,277	91.0%	127

by $ Amount

Payment Method	$ Cleared	$ Auto Posted	% Posting Rate	$ Incomplete
EFT	$182,418.42	$166,118.85	91.1%	$16,299.57
Check	$78,442.10	$71,818.06	91.6%	$6,624.04
Virtual Card	$32,118.65	$28,420.30	88.5%	$3,698.35
Other	$13,905.83	$12,185.79	87.6%	$1,720.04
Sum	$306,885.00	$278,543.00	90.8%	$28,342.00

Incomplete Claim Details

Cleared Date	Practice	Claim #	Subscriber Name	Patient Name	Autoposting Result	Posting Status	$ Posted
5/11/2026	ABC - 1001	CLM-104821	Alex Sample	Jamie Sample	Invalid Contracted Amount	Pending	$385.00
5/11/2026	ABC - 1002	CLM-104822	Pat Sample	Robin Sample	Invalid Contracted Amount	Pending	$220.00
5/10/2026	ABC - 1003	CLM-104823	Kerry Sample	Sky Sample	Missing Procedure Code	Pending	$140.00
5/10/2026	ABC - 1004	CLM-104824	Casey Sample	Morgan Sample	Adjustment Mismatch	Posted	$98.00
5/9/2026	ABC - 1005	CLM-104825	Avery Sample	Logan Sample	Patient Not Found	Manual Review	$0.00
5/9/2026	ABC - 1001	CLM-104826	Riley Sample	Drew Sample	Invalid Contracted Amount	Pending	$162.00
5/8/2026	ABC - 1006	CLM-104827	Quinn Sample	Reese Sample	Adjustment Mismatch	Posted	$245.00
5/8/2026	ABC - 1002	CLM-104828	Jordan Sample	Taylor Sample	Missing Procedure Code	Pending	$112.00

Autoposting with Adjustments

Autoposted Date	Practice	Payer	Claim Number	Patient Name	$ Insurance Paid	$ Adjustment	$ Patient Resp.
5/11/2026	ABC - 1001	Northstar Ins.	CLM-104831	Avery Sample	$281.00	$24.00	$80.00
5/11/2026	ABC - 1002	Bluefin PPO	CLM-104832	Casey Sample	$214.00	$18.00	$65.00
5/10/2026	ABC - 1003	Acme Health	CLM-104833	Quinn Sample	$156.00	$12.00	$42.00
5/10/2026	ABC - 1004	Sunbelt Plan	CLM-104834	Reese Sample	$320.00	$28.00	$92.00
5/9/2026	ABC - 1005	Cascade Dental	CLM-104835	Logan Sample	$118.00	$10.00	$32.00

Bank Deposits dashboard placeholder.

DB Usage dashboard placeholder.

Denial & Review Insights dashboard placeholder.

Deposit Report dashboard placeholder.

Enrollments dashboard placeholder.

Missing Data Analysis dashboard placeholder.

Payments to Practice Matching dashboard placeholder.

Practices Data Configuration dashboard placeholder.

Predeterminations dashboard placeholder.

Support Tickets dashboard placeholder.

User Roles & Assignments dashboard placeholder.

ZENTIST REMIT.AI

Payments Reporting

Practice Group	Tags	Posting Status	Denial Review Status	Imported On	Cleared Date	Payments Cleared	Payments Posted
DMO 99000001	Contract Discrepancy Plan Discrepancy	Payment Updates	Partially Reviewed	05/12/2026 at 11:28am	05/11/2026	$3,930.19 11 payments	$3,659.99 10 payments	View Payments
DMO 99000001	Contract Discrepancy Plan Discrepancy Positive Adjustment Negative Adjustment	Payment Updates	Reviewed	05/09/2026 at 9:11am	05/08/2026	$15,653.57 23 payments	$15,527.57 21 payments	View Payments
DMO 99000001	Contract Discrepancy Plan Discrepancy Positive Adjustment Negative Adjustment	Complete	Reviewed	05/08/2026 at 11:56am	05/07/2026	$9,585.07 23 payments	$9,585.07 23 payments	View Payments
DMO 99000001	Contract Discrepancy Plan Discrepancy	Complete	Reviewed	04/22/2026 at 8:04am	04/21/2026	$8,904.31 17 payments	$8,904.31 17 payments	View Payments
DMO 99000001	Contract Discrepancy Plan Discrepancy Negative Adjustment	Complete	Partially Reviewed	03/15/2026 at 3:42pm	03/14/2026	$12,103.85 25 payments	$12,103.85 25 payments	View Payments

Rows per page:

1–25 of 65

Method	Check/EFT #	Payer	Amount	Left to Post	Issued Date	Received On	Bank Status	Cleared Date
OTHER	0111490027	Acme Health	$251.00	$251.00 / $251.00	05/12/2026	05/13/2026	Clear Payment	—
OTHER	0100539601	Acme Health	$88.20	$88.20 / $88.20	05/12/2026	05/13/2026	Clear Payment	—
OTHER	0100838173	Acme Health	$315.00	$315.00 / $315.00	05/12/2026	05/13/2026	Clear Payment	—
EFT	1244376227	Demo Health	$794.00	$794.00 / $794.00	05/15/2026	05/13/2026	Clear Payment	—
EFT	075901562516020	Sample Dental E	$167.60	$167.60 / $167.60	05/13/2026	05/13/2026	Clear Payment	—

Rows per page:

1–25 of 4,438

ZENTIST REMIT.AI

Payments For Posting

1–25 of 112

EXAMPLE INSURANCE CO.

Check No.: SAMPLE-001

Type: EOB New Denied Pre-Posted

Plan Discrepancy

IN NETWORK

AR Days: 49

Alex Sample

Paid Amount: $196.00

Date of service: Mar 19, 2026

Received on: May 13, 2026

DEMO HEALTH PLAN

Check No.: SAMPLE-010

Type: EOB New Denied Pre-Posted

Plan Discrepancy Contract Discrepancy

OUT OF NETWORK

AR Days: 32

Pat Sample

Paid Amount: $1,956.46

Date of service: Mar 25, 2026

Received on: May 11, 2026

DEMO HEALTH PLAN

Check No.: SAMPLE-011

Type: EOB New Denied Pre-Posted

Contract Discrepancy

IN NETWORK

AR Days: 18

Quinn Sample

Paid Amount: $357.00

Date of service: Apr 02, 2026

Received on: May 10, 2026

EXAMPLE INSURANCE CO.

Check No.: SAMPLE-002

Type: EOB New Denied Pre-Posted

Plan Discrepancy

OUT OF NETWORK

AR Days: 24

Casey Sample

Paid Amount: $284.75

Date of service: Apr 08, 2026

Received on: May 09, 2026

EXAMPLE INSURANCE CO.

Check No.: SAMPLE-003

Type: EOB New Denied Pre-Posted

Plan Discrepancy

NO STATUS

AR Days: 27

Riley Sample

Paid Amount: $612.40

Date of service: Apr 05, 2026

Received on: May 08, 2026

Alex Sample New Denied Pre-Posted

Plan Discrepancy

DOB: —

DMO - 99000001 / DMO - SAMPLE

Payment Cleared

Subscriber name:

Alex Sample

Subscriber ID:

DEMO-PT-001

Date of service:

Mar 19, 2026

Received on:

May 13, 2026

Payment date:

May 7, 2026

Cleared date:

May 12, 2026

AR Days:

Insurance pays:

$196.00

EFT / Check number:

SAMPLE-001

Claim number:

CLM-DEMO-001

Payment method:

EFT

Remittance Method:

EOB

Treatment Provider:

—

Payer:

Example Insurance Co.

Dental Plan Type:

—

Network:

No Status

Show Posting History

Remit AI 05/13/2026 10:41 AM

Pre-posted successfully. Pre-posted because: There is a mismatch between expected and actual insurance payment, indicating a plan discrepancy. Claim left open for review per your configuration.

Code	PMS Fee	Write off/Adjustments	Patient Portion	Insurance Paid	Summary
D0120	$64.00	—	$50.00	$14.00	Has Plan Discrepancy
D1110	$110.00	—	—	$110.00	—
D1206	$48.00	—	—	$48.00	—
D2391	$58.00	$2.00	—	$24.00	Has Plan Discrepancy
D9230	$26.00	—	—	—	—
Total:	$306.00	$2.00	$50.00	$196.00	—

PMS Patient ID: DEMO-PT-001

PMS Patient: Alex Sample

PMS Claim ID: Pri DEMO-363

OID: 2

Show Service Lines

Code	Alternative Code	DoS	Tooth #	Submitted	Contracted	Deductible	Write-off / Adjustments	PI Reductions	Other Adjustments	Patient Portion	Insurance Paid
D0120	—	03/19/2026	—	64.00	64.00	50.00	0.00	—	—	50.00	14
D1110	—	03/19/2026	—	110.00	110.00	0.00	0.00	—	—	0.00	110
D0274	—	03/19/2026	—	72.00	72.00	0.00	0.00	—	—	0.00	72
D0220	—	03/19/2026	—	33.00	33.00	0.00	33.00	—	—	0.00	0
D0230	—	03/19/2026	—	27.00	27.00	0.00	27.00	—	—	0.00	0
Total:				306.00	306.00	50.00	60.00	—	—	50.00	196.00

Show EOB

EXAMPLE INSURANCE CO.

EXPLANATION OF BENEFITS

Subscriber:

Alex Sample

Subscriber ID:

DEMO-PT-1001

Check #:

SAMPLE-1001

Service date:

Mar 19, 2026

CODE	DOS	SUBMITTED	ALLOWED	PAID
—	—	—	—	—
—	—	—	—	—
—	—	—	—	—

This is a mock document — Remit.AI renders the actual ERA/EOB inline in production.

Bank Deposit View

DMO , Cleared on 05/12/2026

Created on: 05/13/2026 at 9:20am

Payments Cleared

$30,287.73

24 payments

Payments Posted

$29,547.33

20 payments

Payments to Post

$0.00

4 payments available

Payments Pending Action

$0.00

0 payments available

Payments Not Available

$0.00

0 payments missing

Posting Status

Payment Updates

Auto-Posting

Partially Auto-Posted

Denial Review Status

Partially Reviewed

Posters	Method	Check/EFT #	Tags	Payer	Payment Source	Payment ID	Amount	Left to Post	Issued Date	Received On	Bank Status	Claims	Tax ID	Practices	Posting Status	Denial Review Status	Exception Status	Posted Date	Reviewed Date
DB	EFT	SAMPLE-1243517366	Plan Discrepancy	Example Insurance Co.	—	—	$60.00	$0.00 / $60.00	05/11/2026	05/13/2026	Payment Cleared	2	99000001		Partially Posted	Not Reviewed	—	—	—	View
Remit AI	EFT	SAMPLE-E403707721		Sample Dental C	—	—	$120.00	$0.00 / $120.00	05/11/2026	05/13/2026	Payment Cleared	2	99000001	DMO - NORTH	Posted	No Review Required	—	05/13/2026	—	View
Remit AI	EFT	SAMPLE-911096933		Sample Dental A	—	—	$149.00	$0.00 / $149.00	05/12/2026	05/13/2026	Payment Cleared	1	99000001	DMO - SOUTH	Posted	No Review Required	—	05/13/2026	—	View
Remit AI	EFT	SAMPLE-4250089123	Contract Discrepancy	Demo Health Plan	—	—	$245.00	$176.34 / $245.00	05/10/2026	05/12/2026	Payment Cleared	3	99000001	DMO - NORTH	Partially Posted	Partially Reviewed	—	—	—	View
DB	EFT	SAMPLE-7710334502		Acme Health	—	—	$87.00	$87.00 / $87.00	05/09/2026	05/11/2026	Payment Cleared	1	99000001	DMO - SOUTH	Posted	No Review Required	—	05/11/2026	—	View

Rows per page:

1–24 of 24

ZENTIST CAVIAR

Aging / AR Claims

Claim Totals

Total AR

$182,440.55

Open Claims

142

Submitted

$215,810.20

Collected

$33,369.65

Claims by Age

0–30: 52 31–60: 38 61–90: 26 91–120: 14 120+: 12

Average Claim Touches

Avg Touches

3.4

Resolved this week

1st-touch resolution

62.1%

Avg AR Days

Example Insurance Co.

Primary Payer

Open Matched to Payment

Alex Sample

Submitted Amount:$3,450.00

Paid Amount:$0.00

Claim Number:CLM-DEMO-1001

AR Days:726

Date of Service:Mar 11, 2024

Last updated:September 21, 2025

Demo Health Plan

Primary Payer

Open Matched to Denial Posted Resubmitted

Pat Sample

Submitted Amount:$1,663.00

Paid Amount:$810.90

Claim Number:CLM-DEMO-1002

AR Days:725

Date of Service:May 24, 2024

Last updated:April 23, 2026

Sample PPO

Primary Payer

Open Posted

Quinn Sample

Submitted Amount:$2,433.00

Paid Amount:$268.00

Claim Number:CLM-DEMO-1003

AR Days:725

Date of Service:May 24, 2024

Last updated:September 21, 2025

Acme Health

Primary Payer

Open Matched to Denial

Casey Sample

Submitted Amount:$842.00

Paid Amount:$0.00

Claim Number:CLM-DEMO-1004

AR Days:118

Date of Service:Jan 22, 2026

Last updated:May 10, 2026

Sample Dental A

Primary Payer

Open Matched to Payment Posted

Riley Sample

Submitted Amount:$615.40

Paid Amount:$420.50

Claim Number:CLM-DEMO-1005

AR Days:74

Date of Service:Mar 06, 2026

Last updated:May 14, 2026

Demo PPO Plan

Primary Payer

Open Posted

Morgan Sample

Submitted Amount:$1,210.00

Paid Amount:$868.20

Claim Number:CLM-DEMO-1006

AR Days:28

Date of Service:Apr 22, 2026

Last updated:May 17, 2026

Rows per page:

1–25 of 142

Alex Sample Open Matched to Payment

DOB:November 22, 2009

DMO - 99000001

Last Updated:September 21, 2025

View Payment

Subscriber Name:

Alex B Sample

Subscriber ID:

DEMO-PT-1001

Submitted Date:

May 23, 2024

Resubmitted Date:

—

AR Days:

727

Claim Number:

CLM-DEMO-1001

Treatment Provider:

Sample, Provider

Treatment NPI:

9999999999

Payer ID:

DEMO-PAYER-01

Payer:

Example Insurance Co.

Primary Payer

Total Amount:

$3,450.00

Paid Amount:

$0.00

Billing Provider:

DMO - 99000001

Billing NPI:

8888888888

TIN:

999-99-9999

Show Contact Information

Payer Phone

(555) 555-0100

Payer Fax

(555) 555-0101

Payer Address

1 Sample Plaza, Demo City, DM 00000

Practice Contact

(555) 555-0200

Subscriber Phone

(555) 555-0301

Subscriber Email

alex.sample@example.com

Status Details:

Acknowledgement / Acceptance into adjudication system — the claim/encounter has been accepted into the adjudication system. Entity acknowledges receipt of claim/encounter.

Code	DoS	Description	Tooth #	Quadrant	Surface	Submitted
D0120	05/23/2024	Periodic oral evaluation	—	—	—	$64.00
D0274	05/23/2024	Bitewings — four radiographs	—	—	—	$72.00
D1110	05/23/2024	Prophylaxis — adult	—	—	—	$110.00
D2391	05/23/2024	Resin-based composite — one surface, posterior	14	UL	O	$185.00
D9230	05/23/2024	Inhalation of nitrous oxide	—	—	—	$26.00
Total submitted						$457.00