Office Workflow
Payment Posting Checklist
Checklist for accurately posting insurance and patient payments.
This individual form is free to access. No account or email required.
What this form is used for
Ensuring every payment, adjustment, and patient responsibility line is posted correctly.
When to use it
Daily, as EOBs, ERAs, and patient payments are processed.
What to include
- Batch totals reconciled to deposit
- Allowed, paid, and adjustment amounts
- CARC / RARC codes recorded
- Patient responsibility moved correctly
- Denied lines flagged for follow-up
Common mistakes to avoid
- Posting without reconciling batch totals
- Ignoring informational RARC codes
- Not flagging denials for the follow-up worklist
Related forms
Coming Soon
Medical Billing Forms Toolkit
An organized package of MedicalBillingForms.com templates, checklists, worksheets, and billing resources — coming soon. This individual form is free to use right now.
Learn moreDisclaimer: MedicalBillingForms.com is an independent educational resource and is not affiliated with CMS, Medicare, Medicaid, NUCC, NUBC, or any insurance payer. Official form requirements may change. Always verify current forms, instructions, and submission requirements with the official agency, payer, clearinghouse, or practice policy before submitting claims or using templates.