ERA

In the ERAs window, double-click on an ERA.

Processing an ERA includes receiving the claim and finalizing the payment. See Process ERA.

Double-click on a row. Any claims that were split by the payer will be matched and processed together.

All claims in the ERA list under Claims Paid. Right click a claim and select Go to Account to view patient's account information.

Raw Message: The electronic file sent by insurance. This is used for troubleshooting purposes. See ERA Raw Message.

Provider Adjustments: Double-click a row to open a simple window that can be used to copy text.

Detach Claim: When a claim cannot be processed in the ERA window, or, after processing the Claim an X is still not showing in the Recd column, follow the steps below:

  1. Highlight the problem claim and click Detach Claim. N/A will appear in the Recd column to indicate it has been detached from the ERA.
  2. Right click on the detached claim and select Go to Account.
    Note: If the patient is not found due to a name mismatch or other error, make note of the DateService and Status, then Select Patient manually.
  3. If not previously entered, add payment details on the claim using the standard Receive Claim process.
  4. Repeat steps 1-3 above as needed for any other claims that need to be detached from an ERA. After all the claims on an ERA are Received with an X or detached with an N/A, proceed to the next step to finalize the payment outside of the ERA window.
  5. To finalize payment for an ERA with a detached claim, double-click on any claim in the Account module. Click Batch and follow the normal Finalize Insurance Payment process. Once all claim payments have been processed or detached, the status of the ERA will change to Finalized*. The asterix (*) identifies ERAs with detached claims.

Find Claim Matches For Detached: Click to find claim matches for any detached claim (claims with a received status of N/A).

EOB Claim Details: Highlight a claim and select to view a breakdown of the claim. See EOB Claim Details.

Print: See Print ERA.

Delete: Delete this ERA. All claims must be manually detached.