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 they will go on Hold or to the Denial Worklist.
- 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
![](https://dxjhdfl8ofa1d.cloudfront.net/Payments-Receipts/Post+Expert/Post+Expert+secondary+pays+more1a.png)
- Select the number in the Remit column.
![](https://support.pmhelpcenter.com/galleryDocuments/edbsn904ed320fa8578e356c14cc16d90f6b3caa9ba09efde9fdb3a3509ab2a6c02cc6b41ce7079f109e306a735342d8af9cb?inline=true)
- Select the Post Expert Button.
- There is a Post Expert button on every line item.
![](https://dxjhdfl8ofa1d.cloudfront.net/Payments-Receipts/Post+Expert/Post+Expert+secondary+pays+more3.png)
- Delete the Transaction Codes that are not needed.
![](https://dxjhdfl8ofa1d.cloudfront.net/Payments-Receipts/Post+Expert/Post+Expert+secondary+pays+more4a.png)
- This will leave only the Secondary Payment.
- Add CO45 for the amount in Escrow.
- 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.)
- Select Save [F2].
![](https://dxjhdfl8ofa1d.cloudfront.net/Payments-Receipts/Post+Expert/Post+Expert+secondary+pays+more5-8.png)
- Select the Encounter number.
- Select the Balance Transfer button.
![](https://dxjhdfl8ofa1d.cloudfront.net/Payments-Receipts/Post+Expert/Post+Expert+secondary+pays+more9-10.png)
- Select the Secondary Insurance on the left.
- Select Patient on the right.
- Select Save [F2].
- Select the Manage Electronic Remittance Item link at the top.
![](https://dxjhdfl8ofa1d.cloudfront.net/Payments-Receipts/Post+Expert/Post+Expert+secondary+pays+more11-14.png)
- Select Save [F2].
- The balances will be $0.00.
![](https://dxjhdfl8ofa1d.cloudfront.net/Payments-Receipts/Post+Expert/Post+Expert+secondary+pays+more15.png)
Learn More