Open Dental Software

Track ERA

Use Custom Track Statuses to make notes on ERAs that may need additional follow up.

In an ERA, in the Claims Paid grid, right-click a problem claim, and select Add Tracking Status.

If a claim on ERAs has special circumstances, users can add the claim to the Outstanding Insurance Claims Report with a custom tracking status and error code.

Note: If a matching claim is not found, users are prompted to manually locate it. See ERA Match with Claim.

Custom Track Status: Select the status. Customize status options in Definitions: Claim Custom Tracking.

Error Code. Select the error code. Customize error code options in Definitions: Claim Error Code.

Notes: Add any related information.

Click Save to add the tracking status and additional information to the claim. The claim now appears on the Outstanding Insurance Claims report and is detached from the ERA.