Track ERA

In an ERA, in the Claims Paid grid, right-click a problem claim. 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 notes.

Update: Click 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.

Cancel: Click to close the Custom Tracking Status Update window without saving.