Add/Map an Insurance or Payer ID to an ERA

Add/Map an Insurance or Payer ID to an ERA

If you see this message when applying ERAs, you will need to add the ERA Payer ID to the Insurance Library and then to the ERA.

  • SORRY CANNOT POST ERA. Insurance ID Payer ID number is missing from Remit File

OR

  • When a Remit goes on hold for a similar reason.

      

The Payer Name will be missing from the Insurance column on the ERA List. In the example below, the Payer Name and Payer ID are missing.

      

Map an Insurance to the ERA  

Some mapping might be necessary when the first ERA is received from a Payer.

  • If the Claims Payer ID is the same as the ERA Payer ID.

    • The System identifies the Insurance by looking at the Claims Payer ID.

    • The ERA Payer ID can be left blank in this case.

  • If the Claims Payer ID and the ERA Payer ID are different and/or missing:

    • The ERA Payer ID needs to be entered on the in the ERA Payer ID field on the Payer in the Insurance Library.

    • If there is already a ERA Payer ID entered, enter the additional one by adding a comma after the existing one and then enter the new ERA Payer ID. (66054,62308)

      • Multiple Payer IDs can be added to a Payer. Select the link and scroll to Step 8 for documentation on adding multiple Payers ID.

Add an ERA Payer ID to the Insurance Library  

This action provides a way for the System to recognize the ERAs for this particular Payer going forward.

  1. From Libraries on the Left Side Menu, select Insurances.

  1. Search for the Payer and select the Insurance ID.

  1. Select the Edit link.

  1. On the Modify Insurance screen, select the ERA Payer ID by using the Lookup icon.

    • If you do not know which ERA Payer ID to use, it can be found on the ERA File Dashboard.

                              

       5. Select Save [F2].

Connect the Payer to the Downloaded ERA  

If the ERA has already been downloaded, you will need to connect the Payer to the ERA before it can be posted.

  1. Select the ERA number.

  1. Select Edit on the ERA File Dashboard.

  2. Use the Lookup icon on the Insurance ID to select your Insurance.

  3. Select Save [F2].

Learn More

Post DW (Denial Worklist) or On Hold (H) Remits

Use the Claim Action Dropdown

Unapply an ERA that did not Apply correctly

The Unapply Button is grayed out

Delete an ERA Receipt and Repost

ERA Payment is coming by Paper Check but is listed as EFT


    • Related Articles

    • Add/Modify Insurances in the Insurance Library

      When adding Payers to the Insurance Library, the System automatically creates numeric Insurance IDs unless you have elected to create your own. Create Your Own Insurance IDs Go to Admin > System Settings > General > INSAUTOASSIGN > NO. For example: ...

    • Manage ERAs from the ERA List Screen Using Filters

      Manage ERAs from the ERA List Screen Using Filters To access the ERA List screen, from Payments on the Left Side Menu, select the All ERAs link on the Payments Dashboard. All ERA categories can be managed from this screen. Filter Criteria Use the ...

    • ERA Management Profiles, Rules, and CARC Crosswalk

      The System-delivered ERA Management Profile includes 22 Rules for ERA Payment posting. Additional ERA Profiles must be created to add new Rules based on the Insurance or Billing Group. Events override any Rules that are created. ERA Profiles Add a ...

    • Map a Crossover Insurance to an Existing Insurance

      Insurance Mappings for Crossover Remits (HSA/Medicare) This applies to any Insurance where the Claim is a crossover to a secondary or tertiary Payer. Examples: Medicare and HSA plans. Insurance Plans that electronically send the claim to the ...

    • Insurance FAQs

      Insurance FAQs Different Insurance How do I transfer/move a Charge/Encounter to another carrier/payer/insurance? How do I change a Secondary Insurance to the Primary? DME How do I add DME to an Active Insurance Profile? Expire an Insurance Policy ...