Value reconciliation

Step by step

1. Identify episode Finance Reviewer

   Finance Reviewer opens the service episode and checks the employee, service date, department and charge amount. The owner confirms that charge lines are recorded against the intended episode.

   • Establishes the service being compared
   • Updates Hospital service episodes

2. Review charges Service Reviewer

   Hospital Operations Owner checks each pending or rejected line's amount, code and approved fee. Evidence documents and review decisions provide the support for the recorded value. Service Reviewer approves the episode revision when the evidence supports it.

   • Supports the value on the episode
   • Updates Service charge lines, Evidence documents, Review decisions
   ApprovalA person approves before the work moves on.

3. Record expected value Finance Reviewer

   Finance Reviewer adds an external reconciliation record with the episode reference, expected amount, currency, external reference and value date.

   • Stores expected amount and reference
   • Updates External reconciliations

4. Confirm external value Finance Reviewer

   Finance Reviewer enters the confirmed amount received from the connected payroll or finance system. The record can be marked matched, difference or reversed according to the comparison.

   • Stores confirmed amount and comparison status
   • Updates External reconciliations

5. Investigate difference Hospital Operations Owner

   If the amounts differ, Finance Reviewer keeps the difference visible and asks the operational owner to inspect charge lines, fee and source references. Follow-up names the person resolving the question.

   • Assigns a discrepancy for resolution
   • Updates Follow up actions, Service charge lines

6. Retain evidence Finance Reviewer

   Finance Reviewer records the evidence reference and checks that the final status agrees with the expected and confirmed values.

   • Keeps the comparison trail
   • Updates External reconciliations

Finance Reviewer

Owns the comparison.

Hospital Operations Owner

Checks the source charge and assigns correction work.

Service Reviewer

Checks the evidence for the episode revision.