Auto-matched tab

Outcome

Lines the matcher placed at high confidence are spot-checked, totals reconcile against the file footer, and you confirm the entire batch in one click.

Prerequisites

Scope	What it lets you do
billing.receivable.read	See the tab
billing.receivable.write	Confirm

What "auto-matched" means

The platform's matcher tries several keys in order:

Lines at high confidence land here. Lines at medium confidence land in 4.3 — Review. Lines at low or no confidence land in 4.4 — Unmatched.

The columns

Column	Meaning
Claim	Our claim ID + status.
Payer claim control #	The payer's reference (CLP01).
Patient	Member name.
Billed	What we charged (CLP03).
Paid	What the payer paid (CLP04).
Adjustments	Sum of CAS rows.
Status	MATCHED (default) or MATCHED_FORCED (if force-match used elsewhere).
Confidence	Score 0-100 — high tab shows ≥ tenant threshold (default 90).

Spot-check the totals

Before confirming, walk the Trace tab once:

File field	Should equal
BPR02	Sum of all CLP04s + global adjustments.
Sum of CLP03	Sum of CLP04 + CAS totals on each.

The platform flags any discrepancy as a variance on the Exceptions tab; if Exceptions is empty, the file is internally consistent.

Confirming

1. Open the tab at /receivables/:id.

2. Scan the rows. Click into anything that looks unusual (large adjustment, unfamiliar member, payer not what you expected).

3. Click Confirm auto-matched. The platform stamps each row as confirmed — they will post when you click Post on the receivable.

Confirm auto-matched is bulk; you can also confirm individual rows via the row's Actions menu if you want partial confirmation.

Per-line drill

Clicking a row opens a side panel:

Panel section	Meaning
Service line detail	One row per SVC — billed, paid, adjustments per line.
Adjustments	CAS rows with group code + reason code (CARC).
Remarks	LQ segments (RARC).
Linked claim	Our claim's full detail (links out).

Spot-check the linked claim if a row's amount looks wrong.

What the platform does on Confirm

• Marks each line MATCHED.
• Locks the matching to its claim.
• Updates the receivable status (AUTO_MATCHED if all tabs are clean).

Posting (a separate click) is what writes the financial entries — see 4.6 — Adjustments & variances and the Click Post step in Day 1 posting clerk.

Validation

Check	Expected
Confirm auto-matched is enabled when all rows are at threshold	Yes.
Trace tab footer = sum of CLP04 + global CAS	Yes; otherwise a variance will be on Exceptions.
Per-line drill shows CARC/RARC	Yes.
Confirmed rows show a check chip	Yes.

Troubleshooting

Symptom	Cause	Fix
Confirm auto-matched greyed	Some rows fall below the post-confirmation threshold	Open them and confirm individually — the row tells you why it's borderline.
Some rows missing despite the file having them	They fell to Review or Unmatched	Switch tabs; the count chips on each tab show the breakdown.
Total under the tab heading doesn't match BPR02	Some lines on Review / Unmatched	Sum across tabs equals BPR02 once you've confirmed everything.
Adjustments column is $0.00 but you expect a CAS	Payer sent CAS at the global (BPR) level, not per claim	See the Adjustments tab — global CAS lives there.

Where to next

• 4.3 — Review & confirm for medium- confidence matches.
• 4.4 — Unmatched & manual match for the no-candidate flow.