One platform. Every cent.

The platform behind complete payment visibility.

PayDoc connects claims, payer payments, patient payments, lockbox, compliance, documentation, BI, and true GL accounting so every transaction is visible, explainable, and audit-ready.

Illustration of the PayDoc platform overview connecting major revenue cycle capabilities.

The payment spine

Claim to cash to GL — connected.

Every step in the payment lifecycle is tracked, auditable, and connected to the next. No gaps. No mystery dollars.

Encounter
Service captured
Claim
Built & scrubbed
837 Submit
EDI routed
Adjudication
835 ERA parsed
Payment Post
ERA + patient
Lockbox
Deposits matched
GL Post
Double-entry

How it works

Claim to cash to GL, step by step.

Every financial event in PayDoc is traceable from its origin. No step is a black box.

1
Encounter created

Service lines, diagnosis codes, and prior authorization numbers are captured. External encounter ID links back to the EHR.

2
Claim built and scrubbed

Readiness checks validate payer enrollment, coverage priority, and code validity before a single byte of X12 is generated.

3
837 submitted, 999 / 277CA tracked

The claim routes to the clearinghouse. Acknowledgements are ingested automatically and linked to the claim record.

4
835 ERA received and posted

Payment amounts, contractual adjustments, and denial codes are parsed and posted. Denial classification triggers next-best-action.

5
Patient responsibility assigned

Patient balance is calculated from ERA data. Statements are generated; payment capture links back to the claim and the cent lifecycle.

6
GL posted — double-entry, GAAP-compliant

Every financial event produces a journal entry. Posting rules are keyed by event type. Period close locks the ledger and produces audit export.

How you operate PayDoc

Self-serve or fully managed — your choice.

Use PayDoc as the software layer your team runs, or let PayDoc experts operate every workflow with full accountability.

Feature
Self-Serve
Managed Service
EDI claim submission
ERA posting and reconciliation
GL journal entry automation
BI dashboards and drill-down
Denial work queue staffing
Patient collections follow-up
Weekly performance dashboards
Monthly board-ready reports
SLA and quality controls

Integrations

Works with the systems you already use.

PayDoc connects to EHRs, clearinghouses, payment gateways, and bank lockbox feeds through standard adapters — no custom build required for standard integrations.

EHR — FHIR R4 + Epic
Charge feeds flow directly into the payment spine via FHIR R4 adapters, with Epic-specific integration available for eligible clients.
Clearinghouses — Change Healthcare, Availity, Harbor
Multi-clearinghouse routing via the IClearinghouseConnector abstraction. Payer route enrollment stored and auditable per transaction.
Payment Gateways — Stripe and more
Token-only payment capture via IPaymentGatewayAdapter. No raw card data touches PayDoc; idempotency keys prevent double-capture.
Bank Lockbox — BAI2
Bank lockbox file ingestion via BAI2 standard. Deposits are automatically matched to expected payments; unmatched items surface in the unapplied cash queue.

See the platform in action.

Request a walkthrough and we'll show you claim-to-cash-to-GL with your payers, your workflows, and your reporting requirements.