---
title: Prepare insurance claims and reconcile payments | Nextvisit
description: Review a professional claim before submission, resolve payer responses, and post verified remittances.
url: "https://nextvisit.ai/help/insurance-claims-and-payments"
type: static
generatedAt: "2026-09-21T03:14:00.291Z"
---

Workspace and billing
# Prepare insurance claims and reconcile payments

Review a professional claim before submission, resolve payer responses, and post verified remittances.
        Updated September 7, 2026
Use **Insurance > Claims** to review claim drafts and payer responses. Use **Remittances** and **Ledger** to reconcile payments. These steps apply to workspaces with Insurance enabled.

## Before you start

Complete [provider and payer enrollment](/help/insurance-setup) and [check the patient’s coverage](/help/insurance-eligibility). A claim needs an encounter, a patient policy, billing and rendering provider details, service information, and diagnoses.

Staff and editors can prepare drafts. A workspace owner or administrator submits claims, uploads supporting documents, and posts or reverses payments.

[Encounter billing codes](/help/insurance-coding) guide documentation and appear on exported notes. Adding those codes does not submit an insurance claim.

## Save and review a draft

 1. Open **Claims** and select **Create draft**. Choose the patient and **Encounter**. You can also open the claim form from the encounter.
 1. In **Create claim draft**, confirm the policy, rendering provider, service location, service date, and place of service.
 1. Review **Patient billing information**, including the address and each assignment, release, and accident answer.
 1. Confirm the diagnoses and service lines. Enter the code, modifiers, units, charge per unit, diagnosis pointers, and authorization number when required.
 1. Select **Save draft**.
 1. Open the draft in **Claims**. Select **Edit draft** to correct it, or **Review submission** to inspect the final claim.
 1. Resolve the displayed validation errors. Confirm the reviewed version and destination, then select **Submit reviewed claim**.

The claim records a submission attempt. **Submitted** means the claim was transmitted; inspect **Payer events** for acceptance, rejection, or adjudication. Select **Refresh status** to retrieve the saved status.

## Correct a claim or add documents

For a confirmed rejection or setup failure, use **Correct or void**. The sheet title is **Correct or void claim**. For a replacement or void, enter the payer claim control number and create the draft for review. A replacement or void requires its own final submission review.

**Secondary insurance**, **Supporting documents**, and **Prepare hosted appeal** are available on Claim.MD claims. They do not appear on Stedi claims.

Use **Secondary insurance** after reviewing the primary adjudication and policy order. Select the secondary policy, confirm the review, and select **Create secondary draft**. A denied Claim.MD claim also offers **Prepare hosted appeal**.

Under **Supporting documents**, select a PDF up to 16 MB and its attachment type. The claim version accepts up to 10 PDFs. Review the PDF, confirm authorization for payer disclosure, and confirm it excludes separately maintained psychotherapy notes. Select **Upload reviewed document**, then inspect the saved upload status.

For **Outcome unknown**, reconcile the claim or attachment receipt before sending it again.

Imported clearinghouse claims live under [Imported claims](/help/insurance-imported-claims).

## Post an electronic remittance

 1. Open **Remittances**. Select the connection and **Poll for responses** if you need to request new clearinghouse responses.
 1. Open an ERA (electronic remittance advice). Review its payment, trace number, claim allocations, adjustments, and patient responsibility amounts.
 1. For an unmatched allocation, select **Match claim and lines**. Match the claim and each ERA line, confirm the review, and select **Save match**.
 1. In **Posting preview**, enter the verified bank payment reference. Confirm the payment against the deposit or check and review every allocation.
 1. Select **Post reviewed remittance**.

The posted remittance updates claim balances and creates ledger entries. An ERA payment amount requires settlement verification before posting.

## Record or correct a ledger transaction

From the claim, select **Record transaction**. Choose the transaction type and responsible party, then enter the amount, description, reference, and date. Identify a patient copay or an approved overpayment when applicable, and select **Record transaction**.

For a manual transaction correction, open **Ledger**, select **Reverse entry**, enter the reason, and select **Record reversal**. For a posted ERA correction, open that remittance and use **Reverse remittance**. Reversals retain the original entries and add linked reversing entries.

**Reports** summarizes claims by service date. **Ledger** filters transactions by transaction date. Insurance transaction charges for owners and administrators are on [Usage billing](/help/insurance-usage-billing).
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