ERA Reporting

ERA Reporting

  • Reference Batch Report

  • Receipt Management Report Filters

    • By Reference Batch

    • Insurance Payments

    • ERAs

    • EFTs

    • Consolidate ERA Receipts option

      • Each Remit on an ERA creates a separate Receipt when the ERA is Posted. Therefore one ERA can create many Receipts.

      • If the Consolidate ERA Receipts option is selected, the Receipts from an ERA will be summarized into one line with a total that matches the ERA total.  This can be beneficial when comparing money posted to bank deposits.


    • Related Articles

    • Post/Apply an ERA

      Reference Batch Received Date By default, the Received Date is populated by the Paid Date on the ERA File. If you want the Received Date to be a different Date, there is a System Setting to allow the entry of a Received Date on the Reference Batch ...
    • Use Reporting Groups

      Add Reporting Groups allows the grouping of codes or entities that will commonly be reported together and can be used in multiple Reports. Reporting Groups can be created for the individual Library records, such as, Procedure Codes, Service ...
    • Add/Modify a Reporting Group

      Reporting groups can be added to Providers, Referring Providers, Facilities, Insurances, Employers, and Procedure codes and can be added at anytime. Grouping allows for easier reporting for items that will commonly be reported together. If a ...
    • Add/Map an Insurance or Payer ID to an ERA

      Add/Map an Insurance or Payer ID to an ERAIf 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 ...
    • ERA FAQs

      ERA FAQs Archived ERAs How do I Archive ERAs? Update an ERA's File Status Where do I find Archived ERAs? Status Credit Cards When will the ERA be generated if the Patient pays with a Virtual Credit Card? The ERA 835 File will not be generated until ...