ERA Posting Overview

ERA Posting Overview

ERA Access on the Payment Dashboard

All Loaded ERAs are viewable from the Payment Dashboard in the Electronic Remittance Advice - Loaded panel.

  • From this screen, you can navigate to the ERA File Dashboard or the ERA Remit Items screen by selecting the links.

To view a more comprehensive list of ERAs, select the All ERAs link.

  • This screen defaults to Loaded ERAs unless it has been changed in System Settings. 


Access to Posted ERAs from the Patient/Encounter Dashboard

There is a link on the Patient and Encounter Dashboards to access the posted ERAs for the Patient and/or Encounter.

  • Selecting the ERAs link on the Patient Dashboard takes you to all ERAs associated with the Patient.
  • Selecting the ERAs link on the Encounter Dashboard takes you to all ERAs associated with the Encounter.

 


Post an ERA: Overview

  • Use Filter Criteria to locate the ERA to Post
  • Select the ERA number.
  • Select View Remit Items.
  • Select Apply.
  • Work Remits in the status of On Hold or DW.
  • Select the ERA number to return to the ERA Dashboard to double-check all money has been posted.


Other Features on the Manage Electronic Remittance Item Screen 

  • Patient number: Opens the Patient Dashboard.
  • Encounter number: Opens the Encounter Dashboard.
  • Reference Batch number: Opens the Reference Batch that contains this Payment.
  • Receipt number: Opens the Receipt for this Payment.
  • Remit Status: DW or On Hold. See Mixed Payments below.
  • Insurance Management: Opens the Insurance Management screen for this Patient/Encounter.
  • After Posting: When a Claim Action is chosen, the After Posting column shows the result of how the Claim Action will affect the Encounter.


Old System (Legacy) Payments Mixed with New System Payments

If some of the ERA is adjudicated for a Legacy System and others are in the new PM System, choose to post the ERA by selecting Apply as usual.

Any Remits will be Disbursed that do not have the System format of Patient ID, the letter "E" and the Encounter ID, such as 27e14. The System produces a Receipt that has the letter 'O' in the Disbursed field, O=Old System. This Receipt is a holding place to indicate this money should be posted into the Legacy System and is not reported as part of the A/R in the new PM System. This field is editable.






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