Driving accuracy and efficiency in healthcare data reconciliation

A major U.S. healthcare and insurance organisation faced complex, high‑volume data reconciliation challenges. Its integrated B2C model required accurate matching of accounts receivable data to inbound customer payments, but the process relied on manual spreadsheets to ingest and prepare diverse data, including POS feeds, before matching transactions and posting to the general ledger. This manual approach was slow, inflexible, and made investigating mismatches difficult.

This case study shows how an automated data control platform can ingest and enrich AR and POS data, delivering accurate automated matching and solving complex data challenges.

• Efficiency boost: Led to an immediate efficiency boost by reducing manual work in data preparation and a significant increase in match rates.
• User-friendly platform: Team members found the platform incredibly user-friendly, freeing them up to investigate and apply cash at a higher volume.
• Flexible case management: The flexible nature of the platform for creating and amending match rules and case management gave managers confidence to drive efficiency as the business scales.
• Seamless integration: Mismatches are easily assigned and investigated using the powerful case management capability, and the platform integrates directly with the client’s GL system.