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 in the ERA Payer ID field on the Payer in the Insurance Library.
  • If there is already an ERA Payer ID entered, enter the additional ID by adding a comma after the existing ID 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 Modify 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.        

  1. 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 Modify on the ERA File Dashboard.

  1. Use the Lookup icon on the Insurance ID to select your Insurance.
  2. 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 outDelete an ERA Receipt and Repost

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

Add/Modify Insurances in the Insurance Library > Insurance Settings Panel > #16 Payment Method

Manually Post an ERA





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