What Services Are Included in Healthcare Bookkeeping?

Medical, dental, chiropractic, and therapy practices all have unique bookkeeping needs. Between insurance reimbursements, HIPAA compliance, and vendor payments, healthcare bookkeeping is more complex than it looks.

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Here’s what’s typically included in bookkeeping services tailored for healthcare providers-and how Remote Books Online helps make it easy.

Core Healthcare Bookkeeping Services

1. Patient Payment Tracking
   1. Record co-pays, cash, credit card, and digital payments
   1. Track outstanding balances by patient
   1. Support for platforms like Kareo, AthenaHealth, and DrChrono
2. Insurance Reimbursement Logging
   1. Enter Explanation of Benefits (EOBs)
   1. Record partial or denied claims
   1. Reconcile payments to accounts receivable
3. Bank & Credit Card Reconciliation
   1. Match deposits and payments to bank records
   1. Flag duplicate or missing entries
   1. Maintain clean audit trails
4. Vendor and Supplies Management
   1. Track office expenses, medical supplies, lab services
   1. Allocate recurring payments to correct accounts
   1. Organize receipts for audit readiness
5. Financial Reporting
   1. Monthly Profit & Loss (P&L)
   1. Cash flow statements
   1. Year-end summaries for your CPA

Why Healthcare Bookkeeping Is Unique

Healthcare businesses face:

• Complex insurance workflows
• Strict data handling compliance (HIPAA, PHI)
• High transaction volume across different departments

A standard bookkeeper may miss nuances like unclaimed reimbursements, misclassified insurance adjustments, or untracked inventory usage.

Remote Books Online: Built for Healthcare

Our healthcare clients benefit from:

• Flat monthly pricing, no hourly billing
• QuickBooks-ready books
• Secure document upload portals
• Reconciliation across patient billing and insurance deposits
• A team that understands healthcare software and terms

Test Case

A pediatric clinic in New Jersey struggled with overlapping systems-billing in Kareo, bank deposits in Chase, and vendor payments through credit card.

Within 60 days of switching to Remote Books Online:

• Insurance payments were reconciled properly
• Weekly financial reports were clean and timely
• Their CPA called their books “the cleanest they’ve ever seen”

They now spend 0 hours per week on bookkeeping.

FAQs

Do you work with medical billing software?
Yes, we can pull reports from Kareo, AdvancedMD, and others to reconcile against your books.

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What if we’re behind on bookkeeping?
We offer catch-up services to bring your books current-whether it’s 2 months or 2 years.

Is my patient data secure?
Yes. We follow secure data protocols and do not request PHI or sensitive clinical data.

Conclusion

Healthcare practices need more than just basic bookkeeping. With the right systems in place, your team can stop chasing payments and start focusing on care. Remote Books Online provides expert bookkeeping support-secure, efficient, and designed for healthcare.

Try our services risk-free–start a 30-day free trial or request a quote today.

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Wondering about the cost? Our cloud bookkeeping pricing guide breaks down typical rates so you know what to expect.

Want both bookkeeping and accounting in one place? Our guide to combined services explains how we handle both for seamless financial management.

Want to know what bookkeeping & payroll include? Our bookkeeping & payroll services guide outlines transaction tracking, reconciliations, paycheck processing, tax filings, and more.