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Deposits, remittances and your PM ledger, reconciled.

Treso matches every insurance deposit to its ERA and every ERA to the charges in your practice management system, then shows AR by payer, location and provider. Underpayments and denials become a worklist, not a spreadsheet.

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835 ↔ deposit matchedAppeal due in 32 days
Northline Dermatology
Worklist
Underpaid · 14Denied · 6No response · 9
PayerClaimExpectedPaidStatus
AetnaCLM-30912$412.00$318.40Underpaid · 93.60
BCBS ILCLM-30877$1,180.00$0.00Denied · CO-197
UnitedHealthcareCLM-30801$226.00$226.00Paid in full
CignaCLM-30644$640.00—No response · 41 d
MedicareCLM-30590$198.20$198.20Paid in full

Capabilities

What Treso Revenue does

Matching that explains itself

Deposits match remittances by trace number and amount, or by a unique amount, payer and date window. One deposit can be split across several 835s. Unmatching posts an exact reversal and re-queues the deposit, so the audit trail stays whole.

  • Trace-number and amount matching
  • Split deposits with suggested subsets
  • Non-insurance credits set aside, not lost
Deposit · Sep 26 · $42,118.40
835 trace
TRN 1*0092…
Payer
BCBS IL
Claims
61 · 58 paid, 2 denied, 1 adjusted
Recoupment (PLB)
−$220.00
Posted
ar.other → cash by location
Matched

Underpayments, denials and silence as a worklist

Each item carries the contract rate, the allowed amount, the remark codes and a due date set from the payer's appeal window. Assign, prioritize, attach, draft an appeal from a template, and mark it sent. Claims with no answer for too long surface on their own.

  • Kinds: underpaid, denied, no response, cash
  • Appeal letters with claim merge fields only
  • Timely-filing alerts 14 days out
CLM-30877 · BCBS denial
  1. 835 posted · CO-197 (no auth)
  2. Assigned to J. BrooksPriority high (≥ $500)
  3. Appeal letter draftedTemplate: missing authorization
  4. Mark sent · wait for 835

Payers and contracts with versions

A profile per payer: EDI ID, timely-filing and appeal windows, portal and phone. Fee schedules are versioned: import a renewal as a draft, compare, and activate on the effective date. Remit posting always reads the active version.

  • Fee schedule versions with CSV import
  • Contract variance by payer × CPT
  • Payer scorecards: days to pay, denial and underpayment rates
Payer scorecards · 90 days
PayerDays to payDenialUnderpaid
Medicare142.1%0.4%
BCBS IL224.8%3.1%
Aetna276.2%7.9%
Cigna315.0%2.2%

Built for the systems specialty practices run on

Revenue reads charges and payments from your practice management system. Treso is designed for the EHR/PM systems dermatology, dental and ophthalmology practices actually use (ModMed, Nextech, Dentrix, Eaglesoft, Open Dental, Curve), with the first connections shipping through sync partners and read-only extracts.

  • Read-only to start; Treso never edits your PM
  • Clearinghouse 835s via partners
  • Analytics: denials by CARC/RARC, team productivity, patient-responsibility shifts
Auto-matched96.4%
Days in AR31−4 vs Q2
Underpaid, open$18,240
Denials, 30 d4.1%

How it posts to the ledger

Recognizing a charge posts receivables split between insurance and patient. An 835 moves what the payer allowed to patient responsibility and posts in-tolerance shortfalls as adjustments; disputed balances stay in insurance AR until written off or paid later. Matching a deposit clears that AR to cash by location and provider. Write-offs post once, never twice.

Balanced journalsLocation + provider on every lineIdempotent per business eventNever edited, only reversed

Who uses it

Roles

  • Billing lead
  • Controller
  • Owner (AR by location)

Permissions carry a location scope and an approval limit. The same limits apply to agents acting in this module.

Questions

Questions

Does Treso write back to our PM?

Not in this phase. Revenue reads from your PM and posts to Treso's ledger; an ERA-to-PM posting export is available for your billing team.

We use an outside billing company.

Give them the billing role. The worklist, appeal letters and payer scorecards are built for a billing team wherever it sits.

Which payers are supported?

Any payer that sends 835 remittances through your clearinghouse. Fee schedules are yours to import.

Works with

Related modules

Treso Banking

An operating account where deposits land, cards and bills are funded, and every movement is on the ledger.

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Treso Insights

P&L by location, provider and procedure; budgets, KPIs, provider comp and a cash forecast.

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Treso Pay

Text-to-pay, card on file, payment plans, memberships and financing, posted back automatically.

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All modules

Pre-launch

See Treso Revenue with real data shapes.

The demo opens Revenue as Jordan, who works in it every day at a synthetic dermatology practice. Owner, location manager, front desk, billing, provider, controller and CPA are each one click away, and nothing in it is real.

Join the waitlistOpen Revenue as Jordan, billing