Stop allocating revenue by spreadsheet
Daily splits, daily sweeps, a record for every dollar.
One processor collects for every PC. Lemma splits each deposit by your data and rules, then sweeps each PC its share, daily, with a record of why.
How the money moves
Three things that happen when a shared deposit hits Lemma.
Plug into the system where your allocation logic already lives, or just send us the data: settlement files, PM exports, 835s, any file on a schedule. Either way, Lemma reads it and allocates every line.
Allocation engine
Route by location, provider, payer, or CPT code. Take a fee first, cap a PC, send the rest to holding. If you can write the rule, Lemma runs it.
Rule set: Shared processor •• 2210
Each PC's share moves to its own account every business day, with the data behind it attached. Any dollar traces back to its source.
Sweep log
| Date | To | Amount | % Allocation | Status |
|---|---|---|---|---|
| Oct 14 | PC California | $34,120.00 | 45.6% | Swept |
| Oct 14 | PC New York | $23,870.00 | 31.9% | Swept |
| Oct 14 | PC Michigan | $14,230.00 | 19.0% | Swept |
| Oct 14 | Holding | $2,640.00 | 3.5% | Review |
One processor often means one account, with every PC's revenue pooled inside it. Lemma splits and sweeps daily, so each PC's share is in its own account by morning, with a log of how it got there.
Before
One account
Three PCs’ revenue, pooled
Allocated monthly, by spreadsheet
With Lemma
Allocated daily, from data, with a log
Start with approve-then-sweep: review, fix, release. Once the rules hold, go fully automatic. Unmatched amounts wait in holding, never the wrong entity.
Today’s allocation
Stop rebuilding last month's allocation. Start checking this morning's.
Allocation cycle
Before
Monthly, by spreadsheet
With Lemma
Daily, from data
MSO-PC Banking
Purpose built for multi-entity practice structures.
Remittance Reconciliation
Deposits matched to remittance automatically.
Lockbox
A separate lockbox address for every PC.
Business Banking
An account per entity, opened in five minutes.
Lemma Capital
Working capital sized to your revenue.
Integration
Connect your clearinghouse, EHR, and books.
Corporate Cards
Free virtual and physical debit cards with custom limits.
Provider Payouts
Pay every 1099 provider from one file, with 1099s filed.
MSO-PC Infrastructure
Split pooled deposits and automate intercompany invoices.
Settlement reports, PM or EHR exports, 835/ERA data down to the CPT line, or any file on a schedule. Integrate directly with the system where your allocation logic lives, or just send us the data by SFTP or upload.
As custom as your operating agreements: percentages, fixed fees, per-provider or per-location splits, CPT or payer routing, fee-first waterfalls, and caps.
Cash sweeps move excess cash by balance threshold. Revenue Routing moves revenue by who earned it, using your data. Most groups use both.
Daily by default. You choose the cadence and the cutoff time.
It sits in holding and shows up in a review queue. Nothing moves without a documented basis.
Lemma is not a law firm. We run the allocation your counsel designs, every day, and keep the record that shows it was done.
Yes. Run approve-then-sweep for as long as you like, then switch to automatic when you trust the rules.
No. Keep your processor and your PM system. Lemma reads their data and moves the money.