The patent badge is an abbreviated version of the USPTO patent document. The patent badge does contain a link to the full patent document.
The patent badge is an abbreviated version of the USPTO patent document. The patent badge covers the following: Patent number, Date patent was issued, Date patent was filed, Title of the patent, Applicant, Inventor, Assignee, Attorney firm, Primary examiner, Assistant examiner, CPCs, and Abstract. The patent badge does contain a link to the full patent document (in Adobe Acrobat format, aka pdf). To download or print any patent click here.
Patent No.:
Date of Patent:
Dec. 11, 2012
Filed:
May. 28, 2010
Jasmine Gee, Allston, MA (US);
Daniel Epstein, Somerville, MA (US);
John Michael German, Waltham, MA (US);
Laurie Mullin, Lynnfield, MA (US);
Kate Levesque, Littleton, MA (US);
Jasmine Gee, Allston, MA (US);
Daniel Epstein, Somerville, MA (US);
John Michael German, Waltham, MA (US);
Laurie Mullin, Lynnfield, MA (US);
Kate Levesque, Littleton, MA (US);
athenahealth, Inc., Watertown, MA (US);
Abstract
Methods and apparatus for reconciling bank transactions with stored deposit entries in a practice management system. A plurality of bank transactions received from a bank are processed to select bank deposits from the plurality of bank transactions. A plurality of matching rules are used to automatically match at least some of the selected bank deposits with the stored deposits in the practice management system. A user interface enables a user to review the results of the automatic matching process and to manually match bank deposits to stored deposit entries. The user interface also enables users to reconcile stored deposit entries in the practice management system to bank statements to facilitate the preparation of month-end financial statements.