Open Dental Software

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 will be 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 will now appear on the Outstanding Insurance Claims report and will be detached from the ERA.

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