Posting Ruleset

Last updated: November 7, 2026

Introduction

Capturing detailed rules to help facilitate the management of adjustment codes is critical to monitor payments and adjustments from payers and patients. While postings are always created on the claim as shown in the ERA, the posting ruleset allows the practice to configure which adjustments require further scrutiny and how the adjustments affect the claim balance. The posting ruleset should be regularly revisited to minimize manual work and to ensure the existing posting rules are still relevant.

FAQ

Q: Do I have to customize each individual code?

A: No. Posting rules can be as generic as an entire adjustment group or as specific as an adjustment code.

Q: Do you have a recommended rule set that I can use to get started?

A: Canvas is shipped out with preset adjustment groups. Users can add posting rules on top of these preset adjustment groups to be more specific to their practice’s workflow. You can review an example ruleset here.

Step by Step

Select Posting Rules setting under the QUALITY & REVENUE heading

Add A New Posting Rule

Select the ADD POSTING RULE + button located in the top right of the page
Navigate through the fields of the Add Posting Rule form including:
- Description: Descriptive name of the posting rule
  - Adjustment Group: Select an adjustment group type, options available are:
    - Contractual Obligation
      - Other: Adjustment
      - Payer Initiated Reductions
      - Payer Responsibility
      - Collection Write-Off
      - Courtesy Write-Off
      - Credit
      - Transfer
  - Adjustment Code: Select a claim adjustment reason code from the provided list
  - Behavior: Select a behavior for the adjustment code, options available are:
    - Write off adjustment
      - Non write off adjustment
      - Transfer adjustment to next payer

NOTE: Further specify how/when this rule should be used by selecting the payer order, transactor, and whether Automated action review should occur or not.

Payer Order: Primary or Supplementary
- Transactor: Select the specific transactor that this rule should apply to
- Automated action review (checkbox): Will flag claims where the rule is used while processing an ERA and move the claim to the adjudicated queue for review
Select SAVE in the bottom right once the form has been completed

Edit A Posting Rule

Navigate to Posting Rules
Click on the desired Rule's Description Name to open the Change Posting Rule modal
Make changes to desired fields
Select SAVE in the bottom right once desired changes have been made

Delete A Posting Rule

Navigate to Posting Rules
Click on the desired Rule's Description Name to open the Change Posting Rule modal
Select Delete in the bottom left to delete the rule to prompt a confirmation modal
Confirm that you want to delete the rule by selecting Yes, I'm sure
Or
Navigate to Posting Rules
Click the box next to the desired Rule's Description Name(s)
Navigate to the Action drop-down menu at the top
Select Delete selected posting rules from the drop-down menu and press go to prompt a confirmation modal
Confirm that you want to delete the rule by selecting Yes, I'm sure

Posting Ruleset Example

To review a list of all common adjustment codes visit X12.org. You may also check with individual payers.

Name	Adjustment Group	Adjustment Code	Behavior
CO-45	Contractual Obligation	45 - Charge exceeds maximum allowable or contracted fee arrangement	Write-Off Adjustment
CO-253	Contractual Obligation	253 - Sequestration	Write-Off Adjustment
CO-144	Contractual Obligation	144 - Incentive adjustment	Write-Off Adjustment
CO-131	Contractual Obligation	131 - Claim specific negotiated discount	Write-Off Adjustment
PR-1	Patient Responsibility	1 - Deductible amount	Transfer Adjustment to next payer
PR-2	Patient Responsibility	2 - Coinsurance amount	Transfer Adjustment to next payer
PR-3	Patient Responsibility	3 - Copayment amount	Transfer Adjustment to next payer
PR-44	Patient Responsibility	44 - Prompt pay discount	Write-Off Adjustment
PI-24	Payer Initiated Reductions	24 - Charges are covered under capitation	Write-Off Adjustment
OA-23	Other Adjustment	23 - The impact of prior payer(s) adjudication	Non write off adjustment

Exceptions to Posting Ruleset

The following exceptions can occur regardless of the posting ruleset for the adjustment codes on the claim.

A task is created when a remit states "Claim not found" - (i.e. A remit comes in with a claim that we do not have record of in Canvas.)
A task is created when a remit states "Payer not found" - (i.e. A remit comes in and we have record of the claim but not the payer associated with the claim.)
When a remit comes back with a new line item that the claim did not originally have, a posting will be created with the line item and the claim will be moved to the ADJUDICATED queue. - (i.e. A payer writes off two CPT codes, adds a third CPT code and pays that one instead.)