Getting Started
Ready to put your Posting Worklist into action? This article walks you through how to launch portals, update item details, and mark statuses—so you can manage remits efficiently and keep your team aligned.
If you haven’t configured your worklist yet, start with How to Configure Your Posting Worklist for setup guidance. Or, if you’d like a closer look at how the worklist is organized and what features are available before diving in, check out Get to Know the Posting Worklist to see how everything works together.
Jump Directly to the Portal
Need to log in and check for remits? Click the arrow icon to open a new tab and launch the website configured in Admin for the associated payer or external system.
View or Update Item Details
Select a row to open a panel and view more details about the payer or external system. From here, you can:
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- Review remit or special instructions
- View and edit stored login credentials
- Upload related documents
- Add internal notes (visible to your team)
Keeping these details current helps your entire team stay in sync.
Login and Check for Remits
Follow the listed instructions and log in using the credentials saved in the item. If you're unable to access the site (due to an expired password, multi-factor issues, etc.), you can Skip the item and revisit it later.
Update Status
Once you've checked the portal, mark the item accordingly:
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- Worked – Remits Posted: You found remits and posted them in your PMS.
- Worked – No Remits: You checked the portal, but there were no remits.
- Skip: You couldn’t check the portal (e.g., login failed, site was down).
Optional: Revert a Status
Marked something by mistake? You can easily fix it:
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- Go to the Worked, Skipped, or All view.
- Select the Revert
button on the item.
- The item will be reset to Unworked so you can update it with the correct status.