PostAcuteTools
Claims · Remittance

835 Balancing Calculator

Tie a remittance batch to the bank. Enter the claim totals and any provider-level adjustments, and this checks two things: that the claim math balances (billed → allowed → paid) and that the payments tie out to the EFT / check deposit — with the likely causes when they don’t. Everything runs in your browser.

BetaBrowser-onlyNo PHIX12-based
No PHI

Do not paste patient names, Medicare IDs, SSNs, full claim files containing PHI, or other protected health information. This tool is intended for de-identified examples and educational / reconciliation support. Everything runs in your browser — nothing you paste is stored, logged, or sent anywhere. Enter batch totals only — no patient identifiers are needed, and nothing leaves your device.

Data statusBeta
Status
Beta
Data year / effective
X12N 835 (005010X221A1) balancing rules
Last reviewed
May 2026
Last updated
May 2026
Primary source
ASC X12N 835 Health Care Claim Payment/Advice — transaction balancing
Formula notes
Claim level: Billed − Contractual − Denials − Other = Allowed; Allowed − Patient responsibility − Sequestration = Expected paid. Deposit: Payer paid + Interest + PLB increases − PLB decreases − Refunds = Expected deposit.
Known exclusions
  • A reconciliation aid — not an accounting system or a certified balancer
  • Sequestration / interest / recoupment may appear as CAS or PLB depending on the payer
  • Enter recoupments once (PLB decrease or refund, not both)
  • Payer-specific reporting varies
Browser-onlyNo PHI

De-identified totals only. Reconcile against the actual remittance and your bank deposit before posting. Nothing you enter is stored, logged, or transmitted.

Claim totals

Deposit & provider-level adjustments

Examples: · · · ·

A reconciliation aid, not an accounting system. Expected deposit = payer paid + interest + PLB increases − PLB decreases − refunds. A positive PLB amount reduces the deposit; a negative PLB amount increases it. Enter recoupments once — either as a PLB decrease or as a refund/recoupment, not both. Always reconcile against the actual remittance and your bank deposit before posting.

Related

835 / ERA Decoder CARC / RARC / CAGC Lookup Revenue Codes Guide: How a Medicare Claim Is Built

Balancing logic reflects the ASC X12N 835 (005010X221A1) transaction balancing rules. Sequestration, interest, and recoupment may be reported as claim-level (CAS) or provider-level (PLB) amounts depending on the payer — verify against the source remittance.