How Accounting and Billing Software Work Together in a Medical Office
Medical billing (EHR/RCM) is not the accounting GL. Tie them together correctly and you’ll reconcile reimbursements, pay providers accurately, and stay compliant.
The two-system reality
- EHR/RCM: claims, remits, denials, patient balance.
- Accounting GL: bank activity, payroll, payables, fixed assets, financial statements.
The right flow
- Export billing summaries from EHR (charges, adjustments, collections).
- Reconcile to bank deposits (net of processor fees).
- Record provider compensation and benefits by provider/location.
- Track AR at summary-not patient detail-in the GL.
- Maintain audit trail for grants, equipment, and depreciation.
Common pitfalls
- Posting net deposits without mapping to collections and adjustments.
- Mixing patient-level data into the GL (privacy + complexity).
- Ignoring merchant fees that reduce collections.
Our medical and dental bookkeeping ensures HIPAA-compliant financials and simplified insurance reconciliation.
RBO for clinics
We integrate EHR/RCM outputs, reconcile deposits, and produce clean monthly financials-including provider comp reports.
Tax Prep Cost For Small Practices
FAQs
Can you track provider profitability?
Yes-tag by provider or location.
How are processor fees handled?
Record fees separately; don’t net against revenue.
Is the GL HIPAA compliant?
Keep PHI in EHR; store only summaries in the GL.
Want clean reconciliations and audit-ready books? We’ll connect EHR to the GL the right way.
Related reading
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- Freelancers: invoicing, expenses, and tax set-asides
- Real Estate: entities, write-offs, and CPA coordination
Explore our full range of bookkeeping services designed for small businesses looking for accuracy, simplicity, and CPA-reviewed financials.
