EFT Payment Reconciliation Spreadsheet

Introducing our Dental Insurance EFT Payment Reconciliation Spreadsheet, a powerful tool designed to streamline the process of reconciling electronic payments from dental insurance providers with your actual bank statements. This user-friendly spreadsheet simplifies the task of tracking and organizing insurance payments, ensuring accuracy and efficiency.

Key Features:

  • Clear Payment Tracking: Easily record details such as payment date, insurance provider name, transaction information, payment amount, and any relevant notes for each electronic payment received. This organized approach allows you to quickly reference and track payments in one centralized location.
  • Bank Statement Reconciliation: Seamlessly compare the recorded electronic payments in the spreadsheet with your actual bank statement transactions. Identify any discrepancies or missing payments promptly to ensure accurate financial records.
  • Automatic Summaries: Benefit from built-in formulas that automatically calculate total payment amounts received. These summaries provide valuable insights into your practice’s financial performance and help identify trends or discrepancies.
  • User-Friendly Interface: Our intuitive design makes it easy to navigate the spreadsheet while entering data or reviewing information at a glance. Save time and reduce errors associated with manual calculations by leveraging automated formulas within the sheet.


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