Post Payment as a Note on ERA

Post Payment as a Note on ERA

Post as Note is used when you want to capture the Remittance denial adjudication information without financially impacting the Encounter. This keeps the line item from being written off in order to resubmit the Claim after it has been worked.


Do not use Post as Note to post Payments because the money will remain in Escrow unposted. All money on a remit should be posted.

This feature is available in ERA Payment posting as a Claim action. These generally kick out on Hold or Denial Worklist (DW). If there is money paid on one line item and not paid on another line item, the Payment must be posted, but the line that did not pay can be Posted as a Note.


The Entire Claim was Denied

  1. Use the Claim Action dropdown on the Manage Electronic Remittance Item screen to choose Post As Note/Leave Balance. 
  2. Select Custom Worklist (CW) in the Change Remit Status/Worklist field.
  3. Custom Worklist: Select the Worklist where you want to send this ERA Remit for someone to work.
  4. Enter a Note which will appear in the Worklist, and if the Save as Billing Note is selected, the note will be displayed on the Encounter.
  5. Select Save [F2].


Payment on a Line Item and Denial on Another Line Item

This cannot be used on a Secondary Payment because there is not an option to Post as Remitted.

  1. Use the Claim Action dropdown to choose -Procedure Specific-. This opens the Action column on each line item.
  2. On the line item(s) that paid, select Post as Remitted from the Action dropdown.
  3. On the line item(s) that denied, select Post As Note/Leave Balance.
  4. Select Custom Worklist (CW) in the Change Remit Status/Worklist field.
  5. Custom Worklist: Select the Worklist where you want to send this ERA Remit for someone to work.
  6. Enter a Note which will appear in the Worklist, and if the Save as Billing Note is selected, the note will be displayed on the Encounter.
  7. Select Save [F2].



Learn More


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