Matching Direct Bill Entries

Last updated: October 7, 2026

Direct Bill Automation

This guide covers:

Reviewing and matching statement entries
Following up on entries that need attention
Managing unmatched entries in the Triage Dashboard

Overview

Ascend automatically matches Direct Bill statement entries to policy data in your agency management system (AMS). For entries that are not fully matched, you can review suggested matches, search for the correct policy, or flag the issue for follow-up.

Review and Match Entries

Select Statements in the navigation menu.
Choose the appropriate accounting month and open a statement.
Click an entry’s row to open the matching drawer.
Review the statement data alongside the AMS data.
Select the correct suggested match, or use the Search bar to find the appropriate policy.
If needed, select the correct line from the dropdown.

Ascend remembers manual policy matches for future entries.

Understand Match Statuses

Green check mark		Fully matched.
Blue circle		Matched to a policy, but not a line.
Red circle		Unmatched.
Grey circle		Dismissed.

Find Newly Created AMS Records

If the policy was recently created in your AMS and is not available in Ascend, click Import from your AMS beneath the Search bar to bring it in before the next scheduled sync.

Handle Entries That Need Follow-Up

If you cannot complete a match, refer to the Managing Communications in Ascend for guidance on how to communicate with colleagues who do not use Ascend.

Review Unmatched Entries in Triage

The Triage Dashboard brings unmatched entries together so you can manage them across statements.

Select Triage under Direct Bill in the navigation menu.
Filter by status, customer, payer, tags, or assignee.
Click an entry to open its matching drawer and continue reviewing it.

Use the column selector to customize the table or Export CSV to download your filtered view.

Contact Us

Need more help? Contact us at [email protected] for more help.