Which information is used to reconcile Phreesia payments with EMR/billing entries?

• A. Transaction IDs, date
• B. Patient address
• C. Transaction IDs, patient, and amount
• D. Insurance policy numbers

Answer: (C)

When reconciling payments with EMR/billing entries, you need information that uniquely ties a payment to the exact charge it covers. The best combination is the transaction ID, the patient, and the amount. The transaction ID provides a unique reference for that specific payment, the patient links the payment to the correct patient record, and the amount confirms the payment matches the billed charge. Together, these three elements allow the system to locate the exact billing entry and mark it as paid.

Relying on the date alone can be ambiguous since many transactions can occur on the same day. A patient’s address isn’t used to differentiate payments, and insurance policy numbers don’t directly link a payment to a particular billing line.