Bank vs EMR.
Reconciled.
Every deposit matched to its remittance. To the cent.
Try it. Right here.
Click a bank row, then its EMR twin. Sound on.
Built for PT billing.
Not a generic ledger. The edge cases you actually hit.
Bank imports once
Every credit gets a permanent PT number. Duplicates are caught, originals never change.
EMR, replaced anytime
Re-upload the collections report daily. Explained matches stay put; real changes resurface.
Matches that survive
Pinned to the remittance ID — not a row. A vanished remit breaks its match loudly.
Write-offs, done right
Full or partial, with reasons. Internal transfers, MSO pass-through, cash — all reversible.
Card batches, unpacked
Attach the processor report; every patient payment inside a deposit gets matched on its own.
Reports that close the month
Reconciliation summary, revenue by location, check-paying payers — CSV and Excel.
Three files. One truth.
Bank CSV, EMR report, check PDFs. Then you review what’s left.
Import the bank CSV
Credits only, de-duplicated, numbered for good.
Upload the EMR report
Insurance rollup and patient collections, from Prompt.
Review the rest
Match, write off, explain. Two clicks each.
HIPAA-grade by default.
Patient names are PHI. We treat them that way.
AWS under a BAA
Encrypted at rest and in transit, US region, no public database.
One workspace per clinic
Hard isolation on every query. Owner / admin / member roles.
Full audit trail
Every match, note, write-off and exclusion — who, when, reversible.
Cards never touch us
Checkout runs inside Paddle, a PCI Level 1 merchant of record.
One price. No surprises.
Flat per clinic. Unlimited users, unlimited imports.
- ✓ Unlimited bank imports, EMR uploads, teammates
- ✓ Auto-matching, split deposits, card batches
- ✓ Write-offs, exclusions, reconciling items with audit trail
- ✓ Reports, revenue allocation, CSV & Excel
- ✓ Secure checkout & invoicing by Paddle
Questions, answered.
Today: Prompt EMR collections reports (insurance rollup + patient collections) and Chase business banking exports, plus Chase check-image PDFs and card-processor batch reports. More feeds are added as clinics ask for them.
Never. Bank files import once and every credit keeps its original amount forever. Write-offs, partial write-offs and exclusions are separate, reversible entries with an audit trail.
Nothing you explained moves. Matches are pinned to the remittance ID, so an unchanged remit stays invisible, a changed amount resurfaces for a fresh decision, and a disappeared remit breaks its match loudly.
Patient names in EMR reports are PHI, so Paytrace runs on AWS under a Business Associate Agreement, with encrypted storage, per-workspace isolation and no third-party analytics on your data.
Through Paddle, our merchant of record. Cards, sales tax and invoices live there — we never see card numbers. Cancel any time from Settings; a first payment is refundable within 14 days.
Yes. One workspace per clinic, unlimited teammates, owner/admin/member roles, branded invitation emails.