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Customizing an ERA Using Sheets

Printed Electronic EOBs (ERA 835s) can be customized by setting up a Sheet with an ERA type. To only print one ERA page per claim, enable the preference for 'ERAs print one page per claim' in the Manage Module Preferences.

  1. In the Main Menu, click Setup, Sheets.
  2. Copy a sheet or create a new one.
    • Highlight the internal ERA sheet and click 'Copy'. Then double click the custom ERA.
    • Click 'New' and create a new sheet with a ERA type.
    • Double click an existing custom ERA to edit it.
    • Highlight an existing custom ERA then click 'Duplicate' to copy it.
  3. Change the sheet as needed.
  4. Click OK to save.

Below is an example of an ERA sheet

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Note:

  • Do not place any fields below the ERA Claims Paid grid.
  • The 'ERAGridHeader' will show above every claim paid on an ERA.
  • The 'ERAGridHeader' should be edited separately on it's own sheet. See Customizing the ERA Grid Header Using Sheets.

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