> ## Documentation Index
> Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Payment Posting & ERA Processing — Integration

> Version: 1.0.0 Last Updated: 2026-02-19 Spec: PM-09 Payment Posting & ERA Processing Constitution Reference: Section 1.2 (Core Independence), Section 1.3 (Inte…

**Version:** 1.0.0\
**Last Updated:** 2026-02-19\
**Spec:** [PM-09 Payment Posting & ERA Processing](../../../specs/pm/specs/PM-09-payment-posting-era-processing.md)\
**Constitution Reference:** Section 1.2 (Core Independence), Section 1.3 (Integration Patterns)

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## 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.

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## 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                    |

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## Event Contracts (PM-09 → FA)

**Pattern:** Event-based. PM-09 publishes to `cl_pm_events`; FA subscribes for GL posting.

* **PM-08:** Payment applications reference `pm_claims` and `pm_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)](./EVENT_CONTRACTS.md#payment_posted-pm-09--fa). PM-09 (or PF-10 for write-off) publishes `payment_posted` and `write_off_approved`; FA consumes and posts to GL. Idempotency by `event_id`.

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## 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](./EVENT_CONTRACTS.md#payment_posted-pm-09--fa) |

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## References

* [PM-09 Spec](../../../specs/pm/specs/PM-09-payment-posting-era-processing.md)
* [CROSS\_CORE\_INTEGRATIONS](./CROSS_CORE_INTEGRATIONS.md)