Some FAQs on ERA

1. If I change the status of the ERA to ‘Processed’, why does it not Process the ERA? The mentioned process only changes the ERA status and does not actually process the same. To process the ERA we are required to use Process button whereby a payment entry is created and use the Proceed to […]

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How do I Apply a Payment?

Payment is applied either using the existing Payment Entry or creating a new Payment Entry. 1. For existing payments, search for the payment in the Payment Search screen and click on the Apply button to take to the posting screen. 2. For new payments, there are two ways: a. Click on button in the Payment […]

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What does Auto Populate Paid Amt do?

The feature is only applicable while posting patient payments. If the Auto Populate Paid Amount checkbox is selected, it should populate the PAID field with the available on-account patient balance.

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How do I refund if the payment is applied?

Go to Charges from the main menu and choose Edit Charges. Search for the Patient and select the Patient DOS. Use the  button on corresponding CPT line. Now, over the posting activity screen, enter the amount to be reversed under the PAID field. Here we have two options, either to use the REVERSE or the REVERSE/REFUND […]

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Where can I see the applied and unapplied payments for a patient?

1. I4. Payment Deposit Report Run I4. Payment Deposit Report, select payer entity as Patient and provide the patient name and run the report. 2. Through the Payment Screen On the Payment Search screen, select the Payer Entity as Patient and then enter the patient’s name in the Payer Name field. Click Search to view […]

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How to do a bulk reversal?

For bulk reversal, go to Payments from the main menu and choose Enter/ Edit Payments. Lookup the payment entry and use the Bulk Reverse button. Click on the Bulk Reverse option after entering the details.

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