Use Post Expert on an ERA

Use Post Expert on an ERA


There are times that you will need to use the Post Expert button on a ERA Remit. Either Manual Post will not balance, or you need to do an additional Write-Off.

Usually, these will not post when the ERA is applied, and it will go on Hold or to the Denial Worklist.

  1. Select the number in the Remit column or the number in the "H" Column.
  • You can also select the ERA number, and then select the View Remit items button or the "H" number.

or

  1. Select the number in the Remit column.

  1. Select the Post Expert Button.
  • There is a Post Expert button on every line item.

  1. Delete the Transaction Codes that are not needed.

  1. This will leave only the Secondary Payment.
  2. Add CO45 for the amount in Escrow.
  3. Since there is a Patient Balance that is the opposite of the Balance on the Insurance, add a WOP to write it off. (Write-off Patient Balance due to PiPPB Transaction Code that cannot be deleted.)
  4. Select Save [F2]

  1. To fix the offsetting balances, select the Encounter number.
  2. Select the Balance Transfer button.



  1. Select the Secondary Insurance on the left.
  2. Select Patient on the right.
  3. Select Save [F2].
  4. Click the Manage Electronic Remittance Item link at the top.



  1. Select Save [F2].
  • The balances will be $0.00.



Negative Balance upon Saving

If there is a negative Escrow Balance, you will receive this Validation Error.

  • You will not be able to save the screen until the correction is made.

If there is a negative Remaining Balance, you will receive a Validation Warning.


Learn More

Post Expert for Additional Payments and Adjustments

Delete a Transaction Code in Post Expert

Balance Transfer


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