Version: 1.0.0Documentation Index
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Last Updated: 2026-02-19
Spec: PM-09 Payment Posting & ERA Processing
Constitution Reference: Section 1.2 (Core Independence), Section 1.3 (Integration Patterns)
Overview
PM-09 owns payment posting (insurance ERA/835 and patient payments), CARC/RARC adjustments, denial routing, write-off/bad debt with approval, and integration with FA core for GL revenue posting.Integration Points (from spec)
| Dependency | Pattern | Purpose |
|---|---|---|
| PM-08 | Data | Payments posted against claims; pm_payment_applications.claim_id → pm_claims.id |
| PM-15 | Data / API | ERA files retrieved from clearinghouse; pm_era_files ingestion |
| PM-12 | Data | Patient statements viewable in portal; statement data for patient balance |
| FA | Event | Revenue posting to general ledger; write-off/bad debt GL entries |
Event Contracts (PM-09 → FA)
Pattern: Event-based. PM-09 publishes tocl_pm_events; FA subscribes for GL posting.
- PM-08: Payment applications reference
pm_claimsandpm_claim_lines; implementation posts payments and updates claim status (paid, partial_payment, denied). - PM-15: ERA file ingestion (upload or webhook from clearinghouse); document exact trigger and file retrieval in implementation plan.
- PM-12: Statement data exposed for patient portal; document API or data contract when PM-12 is implemented.
- FA: Revenue and write-off posting via events only. Contract: EVENT_CONTRACTS.md – PM-09 → FA (payment_posted, write_off_approved). PM-09 (or PF-10 for write-off) publishes
payment_postedandwrite_off_approved; FA consumes and posts to GL. Idempotency byevent_id.
Integration Matrix
| From | To | Pattern | Doc |
|---|---|---|---|
| PM (PM-09) | PM-08 | Data (FK, workflow) | This doc |
| PM (PM-09) | PM-15 | Data / API | This doc |
| PM (PM-09) | PM-12 | Data | This doc |
| PM (PM-09) | FA | Event | EVENT_CONTRACTS.md#payment_posted-pm-09—fa |