Matching ERA 835s with Claims
When attempting to automatically match an ERA-835 with a claim, Open Dental looks for this criteria:
- Claims with a matching date of service and claim fee.
- Claims with a matching Claim Identifier (It must be an exact match or partially match at least the first 15 characters of the ERA Claim Identifier)
patient first name and last name (not case sensitive), with an exact subscriber ID match or partial match of all but the last 1 or 2 characters.
If Open Dental can't automatically find matching claims for an ERA, when you attempt to verify claim amounts you will receive a message.
Click OK to try and manually match the claim. First select the patient. A list of the patient's claims will show.
Double click on a claim to view it. To select a claim, highlight it then click OK.
Click Find to select a different patient.
To filter the list by date range, enter a Date From and/or a Date To, then click Refresh.
To filter the list of by fee amount, enter the Claim Fee, then click Refresh.