Electronic Remittance Advice(ERA) is an electronic version of a paper explanation of benefits (EOB), which allows you to auto-post payments as opposed to manually posting them.

To view and process the ERAs in the system, select Payments from the main menu, and then click on ERA Posting. When the ERA Posting screen opens up, provide appropriate search parameters. ERA Date, Payer, Status, Payment#, Check# are some of the search fields. The search screen is as shown in Image 1.

Image 1

The ERAs will be listed as in Image 2.

Image 2

Table 1 explains each column of the ERA Listing in detail.

Column Description
Payer Name of the insurance. This is a hyperlink which opens the ERA screen for posting
Payer ID Unique ID of the payer
Check Date The date specified in the check
Check Amount The amount specified in the check
Check/EFT#  Check number /EFT number
Type This is the Payment method Code. The different payment method codes are ACH (Automated Clearinghouse), BOP (Financial Institution Option), CHK (check payment), FWT (federal Reserve Funds/Wiretransfer-nonrepetitive), NON (Non Payment Data)
Payment# The unique number created for the payment in the system
Payment Amount The amount for which the payment was made
Unapplied Amount The amount unapplied in the payment
Status PENDING/PROCESSED/VOID. Clicking on the status will open a drop-down. To change status, select another status from the drop-down. Users can now void ERAs by selecting VOID from the drop-down.
Open ERA  Opens the ERA screen in a popup page for posting
Download  To download the ERA file in the system.

Table 1

Different Options Available in the ERA Listing screen:

A. Erroneous ERAs due to syntax or semantic errors in the 835 file structure would show up in the Unsaved ERA(s)  (labeled A in Image 3). Clicking on the unsaved count hyperlink will open the file information in a pop-up window.

B. ERAs can be uploaded into the system by the Upload ERA option. Click on Browse and choose the file. It can be saved through the button beside the Browse button (Refer to label B in Image 3).

C. The system automatically retrieves ERAs once a day. If a user wants to specifically retrieve ERAs without waiting for the next day, he can do so by the button available on the top right of the page (labeled C in Image 3).

D. Payment# in the report column is a hyperlink (label D in Image 3) that opens the Payment Entry screen.

Image 3

Posting ERAs :

1. Click on the Payer or the Open ERA button of the ERA to be posted. This opens the ERA page as in Image 4.

Image 4

2. Initially, each patient record in the ERA page has a mark to indicate that it is an unmatched claim.  Click on button to create a payment entry and to match claims. Once processed, all matched claims will have a mark and all unmatched lines will be highlighted in Red as in Image 5.

Image 5

3. Click on button. The ERA Posting screen opens for the patients having mark, as shown in Image 6.

Image 6

4. Click on button to post the ERAs. If the checkbox Show Posting Detail Report is checked, this action opens the report as in Image 7.

Image 7

Options/Links available in the ERA Posting screen

Each posting line in this screen is colored according to the legend given in Table 2.

Color Description
Processed directly as Secondary
Charge = Adjustments

Table 2

Different options/links available in the ERA Posting screen are labeled in Image 6 and described in Table 3.

Option/Link Description
This link at the top-left part of the screen takes the user to the ERA screen. It can be used for reference.
Opens the Recalls & Alerts screen
Payer Remark
Reverses the payment
To add line notes
 To open the charge master

Table 3