Attach an Existing Receipt to an ERA
This is used when an Insurance Payment has already been posted manually, and then an ERA is received for that same Payment. The ERA can be attached to the existing receipt for the manually-posted Payment.
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Find the Receipt Number where this check was manually posted by opening one of the Encounters on the Remit.
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From the ERA File Dashboard, select the Attach Existing Receipt link.
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In the pop-up, enter the Receipt Number link in the Receipt field.
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Select the Search button.
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Select on the Receipt link.
The Existing Receipt is now attached to the manual Receipt.
Mark the ERA as Manually Posted
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On the ERA File Dashboard, select the Edit link.
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From the File Status dropdown, choose Posted Manually (PM) .
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Enter a Note to document why this was done. (Optional)
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Select Save [F2].
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