Post/Apply an ERA

Post/Apply an ERA


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 (ERARECEIVEDDATE) (Release 4.7)

In the Reference Batch, enter the Date in the Received Date field.



Post/Apply an Electronic Remittance Advice (ERA)

  1. Select Payments on the Left Side Menu or enter ERA in the Navigation Search (Go-cuts) Box.
  2. Select All ERAs.

  1. Select the ERA number from the list.
  • The Filter Criteria can be used to locate the desired ERAs.
  • The Status defaults to Loaded (L) unless changed in System Settings.

  1. Select View Remit Items.

  1. Select Apply.

  1. Work the Remits in the status of "H" (On Hold) and "DW" (Denial Worklist). The ERA posting is not complete until all Holds and DWs have been worked.

  • Post all Escrow (Unapplied). These will be in the Status of H or DW.

  1. Select the ERA number to return to the ERA Dashboard to check that all money has been posted.


Unapplied Payments

Unapplied Payments are displayed on the ERA File Dashboard. All Payments must be applied for the ERA to be completed and balanced. There should be $0.00 left in Escrow.


Use Post Expert on the ERA

The Post Expert button is located on each line item on the Manage Electronic Remittance Item screen. This allows you to post Adjustments, Write Offs, and additional Payments or Penalties, such as Interest on an individual line item.

For Example: Insurance pays and leaves balance to the Patient as a PR3. You want to write off the balance instead of billing the Patient.

  1. On the Manage Electronic Remittance Item screen, select the Post Expert button.

  1. Enter or Lookup the Transaction Code to use for the Adjustment/Write Off.
  2. Enter the Amount to Write Off.
  3. Delete the PR3 by selecting it.
  4. Select the OK button on the pop up.
  5. Select Save [F2].

Use the Claim Action Dropdown to Post DWs and Holds

All ERA Remit Payments are Posted

In the example below the Check Amount is equal to the Applied Payments, and there is $0.00 in Net Unapplied.


Post EFTs Only

Sometimes you may only want to post the ERA Payments that are paid via EFT (Electronic Funds Transfers) You may not want to post the paper checks until you have the checks in-hand.

  • A green checkmark indicates that the Payment is an EFT.
  • A red "X" signifies that the payment is coming by paper check.
  • Use the EFT Filter to list only the EFTs.

Wrong Payment Method is Reported on the ERA

  • If the Payer is routinely reporting the wrong Payment Method, a default Payment Method can be set to use instead of the Method reported in the ERA.


Map an Encounter received on the ERA with a Truncated Account number

 This mapping cannot be undone. USE WITH CAUTION.


Before posting the ERA:

  1. Filter by Status, Old System.
  2. Select the zero Encounter link.
  3. In the Lookup, select the Encounter number. ***Be sure the DOS and details match correctly.***

The Encounter is now mapped and can be posted as usual.


Learn More

Post DWs and On Holds

Use the Claim Action dropdown

Unapply an ERA that did not Apply correctly.

The Unapply Button is grayed out

Delete an ERA Receipt and Repost

ERA Payment is coming by Paper Check but is listed as EFT

Add/Modify Insurances in the Insurance Library > Insurance Settings Panel > #16 Payment Method

Manually Post an ERA


Https://support.pmhelpcenter.com/portal/en/kb/articles/post-an-era

Knowledge Base > Help Center > Payments and Receipts > Post Insurance Payments by ERA > Post/Apply an ERA



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