Wind River Portal and System Reconciliation

Wind River Portal and System Reconciliation

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While there may be alternatives to this process, the process outlined below provides the recommended method for accurately reconciling credit card payments between Wind River Portal and PM System.

Wind River Portal and System Reconciliation

Ensure your Total Payments match in the PM System and your Wind River Portal by utilizing the Receipt Management report.

  1. In the Date Span dropdown, select Date Range and fill in the applicable dates.
  2. Fill in Facilities and/or Providers to narrow your search down to one or more Facilities, Rendering, and/or Referring Providers.

  1. Card: Choose "Only" from the dropdown menu.
  2. Total by: Select the Receipt checkbox.
  • Add Facility/Billing/Rendering if you have multiple processors.
  1. Select Run [F2] to view the Total Payments amount
  • $19,297.23

  1. Log into your Wind River Portal and review Transaction Reports.
  2. In the Group By dropdown, select Settlement Batch.
  3. Start Date/End Date: Apply the same dates as the Receipt Management Report.
  4. Select Submit to be sure the total amounts from each system are equal.

Your Wind River Portal

  • Multiple Processors: If you have more than one processor, each one will have its own deposit total.
  • Card present (Terminal) vs no Card present (POPS Payments and/or manually entered Payments): Payments are totaled and deposited separately.
    • Select the Blue Magnifying Glass next to any subset to further group or view the transactions within it.
    • ​Group/view by card type, processor/location, etc