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 ...
    • ERA is a Duplicate

      ERA is a Duplicate ERA is a Duplicate At times Payers send the Clearinghouse duplicate files. These are forwarded into the System for your review. The figure below shows a message for you to confirm if this is actually a duplicate. CLICK HERE opens ...
    • 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 ...