In this video, Evan explains how true-ups are tracked and accurate payments are ensured using Reconcile.
By the end of the year, a dedicated true-up tracker will be available, but for now, he guides users through a straightforward method that gets about 95% of the way there.
He also discusses how to handle payments that vary by state, particularly for Med Advantage and Med Supp.
Evan encourages users to implement the steps he outlines for entering values in Reconcile.
