Post a Zero ERA Payment with a Takeback

Post a Zero ERA Payment with a Takeback

If the Remit has a Zero Dollar Payment, but it has Payments in the body of the Remit, there are probably Takebacks at the bottom of the Remit, which results in a Provider Level Adjustment.

  • If the Payments in the body of the Remit equal the Takebacks at the bottom, apply the Payments as usual and use Add a New Receipt to post the Takebacks manually.

  • When finished posting, the amount posted should be zero because of the offset of the Takebacks.

In this example, the ERA Payment amount in the body is the same as the Takeback at the bottom of the EOB.
  • The Takeback is not on the same Patient as the Payment.

  1. Apply the ERA as usual.
  • If the Payment went on Hold, post it as usual.

  1. Select the ERA number.

  1. Choose the Attach New Receipt link.

  1. Enter the amount of the Takeback as a negative number.
  2. Method: Select Check.
  3. Select the radio button for Manually Post.
  4. Select Save [F2].

  1. Select the Receipt number that was just created.

  1. Select the Post Expert Mode button.

  1. Enter the Encounter number (example: e4357).
  2. If the current Insurance is not the same as the Insurance that originally paid, look up the Insurance in the Post as Insurance field.
  3. Select the Encounters button to list the applicable Encounters.
  4. Select the Line Item to apply the Takeback.

  1. Transaction Code: Enter IRF
  2. Amount: Enter the amount of the Takeback as a positive number and tab, which will populate the Transaction in the window below.
  3. Select Save [F2].

Learn More

Provider Level Adjustments


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