The Exceptions screen displays all claims from the ERA that are unable to auto-post, providing users the ability to either resolve the issue or manually mark them as resolved. All exception claims are listed on the Posting Review screen with category-based filters for quick sorting of the list. Users can edit the exceptions to remove […]
Category: ERA
Handling ERA Auto Posting Most Common Scenarios
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ERA Automation
Advanced ERA Exception Management & Automated Posting PracticeSuite ERA automation process is now enhanced to bring in more transparency to the automation process, providing detailed, real-time visibility into claims that failed during the automated ERA posting process, allowing users to view, fix, and repost claims before triggering the auto-post. Key Features Dedicated Exception Screen: A […]
ERA Automation Setup
ERA Auto-posting PracticeSuite implements ERA automation, which is an advanced AI-driven solution for automating ERA posting and operates based on pre-set user-defined rules. Users can add and edit rules using the ERA Rule screen created as part of the setup. The auto-post functionality will then automatically post any ERA in the system according to these […]
ERA Listing Screen
ERA Electronic Remittance Advice (ERA) is an electronic version of the paper Explanation of Benefits (EOB), which allows you to auto-post payments as opposed to manually posting them. How to Access ERAs To view and process the ERAs in the system, select Payments from the main menu, and then click on ERA Posting. The ERA […]
ERA Posting
ERA Screen The ERA screen displays the details of an ERA. The Payment Entry Section is located at the top left, while payer and payee details appear on the top right. The claims are listed below these sections. Filters are available to refine or expand the list of displayed claims. Payment Creation 1. Begin ERA […]
ERA Refund Automation
ERA Recoupments PracticeSuite adds a major enhancement to ERA posting workflow by automating refund posting. It is possible to refund posted and unposted payments automatically. The ‘Process Refunds’ Checkbox The “Process Refunds” checkbox in the ERA screen is highlighted in Image 1. When a user checks the option for posting, this enables the automatic processing […]