Matching ERA 835s with Claims

When attempting to automatically match an Electronic EOBs (ERA 835s) with a claim, Open Dental looks for this criteria:

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.