Which activity is typically performed to ensure daily financial records align between Phreesia and the EMR system?

• A. View only tallies on screen
• B. Reconcile daily transactions using transaction IDs, patient, and amount
• C. Reconcile monthly totals only
• D. Reconcile using payment method only

Answer: (B)

Daily reconciliation focuses on making sure every financial entry in Phreesia matches what’s in the EMR. The right choice uses transaction IDs, patient identifiers, and amounts to cross-check each entry one by one. This provides a precise, traceable link between systems: the transaction ID ties the records, the patient identifies the correct account, and the amount confirms the exact charge or payment. Doing this every day catches issues early—like a payment posting to the wrong patient, a duplicate entry, or a charge that didn’t post correctly—so the revenue data stays accurate. Relying on tallies alone won’t verify individual transactions, monthly totals delay detection, and reconciling by payment method ignores the essential patient and amount details needed for a true match.