Video: Setting Up Your Posting Worklist: Configuring Payers & Externals

Summary

OneSpot is introducing a new feature — the Posting Worklist. This tool is designed to help you stay organized by tracking which payer websites or external systems need to be checked, and when. It’s a simple way to reduce missed payments, save time, and ensure nothing slips through the cracks. To get started, simply configure how often you’d like to check each system — whether it’s daily, monthly, or on specific days. Once the feature is live, you'll be all set to streamline your workflow and stay on top of your remits. This video walks you through how to configure Payers and Externals in OneSpot, with a sneak peek of the upcoming Worklist.

Chapters

0:00 Introduction to the Posting Worklist

1:10 Configuring Externals

1:48 Configuring Payers

2:33 Follow-Up

2:53 OneSpot Knowledge Center & Contact Us