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Every remittance in Lemma, whether it came from a parsed EOB or an electronic 835, is matched to the bank deposit that paid it. Open Reconciliation in the sidebar to see them all in one table.

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How matching works

Lemma matches remittances to deposits automatically, as soon as both exist. It uses the strongest evidence available:
  • The check in the same envelope: a lockbox EOB that arrived with its check
  • Trace or check number: the EFT trace number or check number on the remittance matches a deposit
  • The mailed check: the number or amount on a check that arrived at your lockbox
  • Amount and date: the deposit amount and timing line up with the remittance
You don’t need to confirm automatic matches. The remittance’s detail page shows the deposit it matched and why, with a link to the transaction. When a payer splits one payment across several deposits, the remittance is matched to all of them.

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The Reconciliation table

The Match column shows each remittance’s status: Filter by match status, posted status, payer, or date received, and search by patient, claim number, or amount. Use the export button to download the current view. Depending on your setup, you may also see Providers and By claim tabs, which group the same remittances by rendering provider or list them one claim per row.

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Handle a remittance with no match

A remittance usually shows No Match because the deposit hasn’t arrived yet. Payments often settle a few days after the remittance is dated, so give it time before chasing it. If you’ve reconciled it yourself, for example because the payment landed at another bank:
  1. Open the remittance.
  2. Select Mark as matched and confirm.
Lemma stops trying to match it automatically. Select Remove match to undo this.
If the deposit doesn’t equal the sum of the claim payments, look for a Provider-Level Adjustments section on the detail page. See below.

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Provider-level adjustments

Sometimes a payer’s check doesn’t equal the sum of its claim payments. Provider-level balance (PLB) adjustments account for the difference:
  • Recoupments: the payer clawing back a prior overpayment
  • Forwarding balance: a balance carried into or out of this check
  • Interest: interest the payer owes on late payments
  • Capitation: periodic capitated payments outside any single claim
  • Withholding: funds withheld against a future obligation
When a remittance has any of these, its detail page shows a Provider-Level Adjustments section listing each one with its reason code, reference, fiscal period, and effect on the check. A positive amount reduces the check, and a negative amount adds to it.

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Track posting

Once you’ve posted a remittance to your practice management system, open it and select Confirm Posting. The Posting column and the posted filter then show your team what’s left to post. To remove a posting you confirmed, select Unpost.

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Download an 835

For a remittance parsed from an EOB, select Download 835 above the EOB preview to get the equivalent X12 835 file. Use it when your EHR or clearinghouse accepts 835 files but the payer sent a paper EOB. Remittances that arrived as electronic 835s are already in that format.