Unapply an ERA

Unapply an ERA

If a mistake is made when Applying an ERA or it does not post correctly, the entire ERA or a single Remit can be Unapplied.
​

Unapply an Entire ERA

  1. In the Filter Criteria on the ERA List screen, choose Status, Posted.
  2. Click Search.

    

  1. Select the Remits number that you want to Unapply.

  1. One the ERA Remit Items screen, select the Unapply button.
  1. If the Unapply button is grayed out, see the documentation below.

  • The Apply button will become available again.

Unapply Button is not Available (Grayed Out)

Hover over the grayed out Unapply button to display the reason(s) why it is unavailable.

Examples:

  • The Reference Batch is closed and needs to be opened and attached before the Remit can be Unapplied.
  • Example: Reference Batch xxxxx is closed.
  • One or more Remit Items have been altered and will need to be unapplied individually before the entire Remit can be Unapplied. The Remit number(s) will be listed.
  • Example: The following Encounters have subsequent or undone Items posted: 3631, 3630
  • There may be a Takeback that has been posted that needs to be unapplied before the entire Remit can be Unapplied.

Unapply Individual Remit Items

*Attach to the Original Reference Batch.

There may be one or more Remit Items that are causing the Unapply button to be available, or one Remit Item that did not post correctly.

The Remit Items that are causing the Unapplied button to be grayed out can be deleted to activate the Unapply button.

  1. On the ERA Remit Items screen, select the Receipt number on the Remit Item you want to unapply.

  1. On the Receipt Dashboard, select the Delete button.

  1. Enter a Reason.
  2. Check the box for "I understand that this action cannot be undone".
  3. Select the Submit button.

    • The Unapply button becomes available.
    • The Remit Item is back in the Apply status.
    • The entire Remit can now be Unapplied.



    • 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 ...

    • Delete an ERA Receipt and Repost

      If an ERA Receipt did not post correctly, the Receipt can be deleted and then reposted using the ERA Apply button or post manually using Post Expert on the ERA. Attach to the original Reference Batch. Delete an ERA Receipt On the ERA List screen, ...

    • Add/Map an Insurance or Payer ID to an ERA

      If 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 OR When a Remit goes on hold for a similar ...

    • ERA Takeback/Refund/Reversal

      Post as Remitted vs. Using the Takeback Process Using Post as Remitted on the ERA completes a Takeback exactly as the Remit dictates in the ERA. In some cases, the Manual Post button will be used to do the Takeback when the ERA does not calculate ...

    • 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 ...