Workflow

Settlements, remittances, capitation and disputes.

The settlement engine turns approved claims into provider remittances on a predictable cadence — and gives both sides one place to resolve money disputes.

Settlement runs

  • Configure cadence: weekly, bi-weekly or monthly.
  • A run aggregates all APPROVED claims since the last run.
  • One remittance is produced per provider with line-level detail.
  • Finance uploads the payment proof — the provider sees it in real time.

A settlement run with each provider's remittance, totals and a payment-proof upload

Screenshot — coming soon

A settlement run, ready for Finance to release.

Remittances

HeaderHMO, provider, run identifier, period, total approved, fees, net payable.
LinesOne row per claim with member, encounter, approved amount and any adjustments.
Payment proofBank confirmation uploaded by Finance — visible to the provider instantly.
StatusGENERATED → PAID → DISPUTED (if challenged) → RESOLVED.

A single remittance — header totals, claim-level lines and an attached payment proof

Screenshot — coming soon

A single remittance as the provider sees it.

Capitation

Separate from claim-based settlements, capitation is a monthly per-enrollee payout to the enrollee's designated primary provider. The capitation module computes it from the enrollee population and the agreed rate per plan tier.

Disputes

  • Provider raises a dispute against a specific remittance line.
  • The dispute is routed to the HMO's Finance team with the original claim attached.
  • Resolution updates the remittance and is fully audit-logged.
Disputes never bypass the audit log. Even a corrected remittance retains the original record and the resolution decision, so reconciliation stays clean.

Reports

  • Settlement summary — runs, total paid, top providers.
  • Provider performance — submission quality, query rate, denial rate.
  • Claims aging — how long claims sit in each state.

Watch a run go out

Settlement run — Finance walkthrough

Schedule, approve, upload proof, resolve a dispute — start to finish.

Walkthrough — coming soon