# UK Insurance & Managed Care | NHS e-RS & Bulk Posting > Send NHS claims, issue NHS invoices and battery entitlements, bulk-post remittances, and keep finance in sync with accounting/ERP integration. United Kingdom # Simplify **NHS Workflows** in Manage Send NHS claims, issue NHS invoices and battery entitlements, bulk-post remittances, and keep finance in sync with accounting/ERP integration. - Integrate with NHS e-Referral Service (e-RS) - Manage contracts across commissioning areas - Enhance service coordination and compliance Built-In Program Rules ## **NHS e-Referral Service (e-RS)** Seamless e-RS integration connects GPs and audiology teams in one flow, so referrals arrive complete, trackable and on time. Built-in contract management helps you set up and monitor NHS service agreements, while automated checks and audit trails support compliance with NHS standards. The result is smoother coordination across the patient pathway and less administrative friction for your team. ![NHS (1)](https://www.auditdata.com/media/eqtfyre4/nhs-1.png) ## Faster, Error-Free Referrals Electronic, standardised referral data replaces manual re-keying and cuts routine admin. Real-time validation reduces the mistakes that cause delays, ensuring the right information is captured first time. With fewer touchpoints and cleaner data, GP-to-appointment turnaround accelerates and patient throughput improves. ## Patient Self-Booking Give NHS patients the flexibility to book and manage appointments online, anytime. Automated reminders and easy rescheduling lower no-show rates and improve access. By removing repetitive phone and email back-and-forth, your staff can focus on higher-value patient care. ## Multi-Contract Support Give NHS patients the flexibility to book and manage appointments online, anytime. Automated reminders and easy rescheduling lower no-show rates and improve access. By removing repetitive phone and email back-and-forth, your staff can focus on higher-value patient care. ## Simplified Payments & Reporting Bring payments, claims and finance data together for clear visibility of income. Streamlined processes and automated reports reduce back-office effort and make audits easier. With cleaner data flows from referral to remittance, payment cycles speed up and teams spend less time chasing paperwork. Accurate Posting, No Double Entry ## Apply **Insurer Payments Faster** Apply many insurer payments in one pass, keep payer vs. patient balances clear, and finish with tidy day-end totals. - **Faster posting** — Bulk insurer payment posting saves times, cuts clicks, and matches remittances at line level to reduce errors. - **Cleaner close** — Deposit registry & cash box show variances by payment method/location before anything reaches finance. - **Fewer month-end fixes** — Refunds, discounts, and VAT controls standardize adjustments and recalculate VAT automatically. ## Bulk Insurer Payment Posting Select multiple remittances, match them to open claims, and post in one pass. Capture short-pay, write-off, and adjustment reasons as structured data, so reporting and reconciliation stay accurate across sites. ## Deposit Registry & Cash Box Close the day cleanly with totals by professionals and location. Variances are flagged before posting, deposits are logged with user/date/notes, and finance gets a consistent, accurate closeout every evening. ## Refunds, Discounts & VAT Controls Apply refunds and discounts through permissioned steps with required reasons; VAT is recalculated automatically so documents stay consistent and accurate. Issue credit notes where needed, and keep an audit-ready trail from adjustment to posting. Guided Workflows ## Handle **Special Cases** With Confidence Manage's workflows help process tricky scenarios, keep VAT and documents correct, and maintain full visibility for audits. - **Stay compliant** — Built-in Exchange-on-Sale preserves pricing, VAT, and history with no manual rebuilds. - **Keep moving** — Light approval steps hold only the lines that need review; the rest can proceed for faster reimbursements. - **Total visibility** — Audit-friendly history logs show who changed what (and why) from edit to payment. ## Exchange-on-Sale Process exchanges without detours. Replace or swap items in-flow, keep pricing and VAT correct, and preserve the full history on the patient and claim with no manual re-work or duplicate records. ## Approval Steps Add light, configurable approvals where needed (e.g., high-value items or exceptions). Hold, release, and document decisions with role-based permissions and required notes. ## Audit-Friendly History Every change—codes, quantities, prices, approvals, refunds, postings—is stamped with who/when/why. Finance and clinic teams share the same timeline, which speeds reviews and reduces disputes. Integrations ## **Connect Billing** To The Systems You Use Manage keeps your clinic’s finances running smoothly, connecting with QuickBooks, Avalara, PayJunction, and Waystar to simplify your clinic’s financial workflows. From invoices and tax reporting to payments and insurance reimbursements, these integrations ensure accuracy and compliance with less manual work. ![Finance Integrations Manage](https://www.auditdata.com/media/tmmaa2xu/finance-integrations-manage.gif) ## **Designed to Optimize Patient Care** **Across the Hearing Care Journey** Auditdata Manage is designed for the audiology industry and enables hearing care professionals to streamline administrative tasks and standardize patient care. **Frequently Asked Questions** ## Can we bulk-post insurer remittances? Yes—bulk insurer payment posting lets you apply many remittances together to accelerate collections and end of the day tasks. ## How are VAT, refunds, and discounts handled? Through permissioned workflows with required reasons and automatic VAT recalculation, so documents stay consistent and audit-ready. ## Can we combine NHS and private charges on the same record? Yes—programme benefits and private billing are centralised so clinic and finance work from the same source of truth. ## Do you handle Exchange-on-Sale? Yes—Exchange-on-Sale is built in, preserving pricing, VAT, and history without manual workarounds. ## Are approvals supported? Yes—add light approval steps where needed (e.g., high-value items/exceptions). Actions are logged with who/when/why. ## How does this connect to other finance systems? Sync accounting (daily journals) and QuickBooks journal export (IIF/CSV), which are supported with scoping to confirm flows, versions, and mappings. ## Do you validate addresses? Optionally—Trillium Geolocation can validate postal addresses and geocodes to reduce downstream corrections. ## Is this suitable for multi-site clinics? Yes—totals, deposits, approvals, and journals support multi-location operations with role-based permissions and a full audit trail.