Click on any ERA on the ERA listing page to open the ERA screen. The ERA screen has the Payment Entry Section on top left, payer and payee details displayed on top right, and claim listings beneath. Filters are also provided to filter out or expand the claim selection.
Payment Section: The first step in ERA posting is to process the payment, whereby a payment entry is created. The payment entry section has fields similar to Payment Master and lets you make a payment entry corresponding to the ERA received without having to go to Payment Master screen. On clicking the button, a payment number is generated. Once processed, observe the amounts displayed in the Matched Amt. and Unmatched Amt. fields. Unmatched amounts correspond to claims not submitted from PracticeSuite, and such claims can never be posted from the system. Change the payment amount to equal the matched amount, and again click on . This will update the payment with the new amount. Now start the posting.
A sample ERA page
Posting ERAs :
1. Click on the Payer or the Open ERA button of the ERA to be posted. This opens the ERA page, as shown in 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.
When the claim status code indicated is 19 ( COB is for a crossover claim), and if the secondary insurance indicated in the ERA is not present in the patient’s record, so as to facilitate the COB posting and efficiently move the line(s) to secondary responsibility, the system will automatically create secondary insurance for the patient as part of the auto-posting process.
For the above automation to occur, in the Billing Options set-up page, the ‘Auto create COB payer from ERA’ option should be set to YES. The adjacent field named Default COB Payer Name will have the pre-set value “Default from ERA.”. Practices can change this for any payer of their choice.
If the default from ERA option is selected, the system will use the secondary insurance name and patient insurance id presented in the electronic remit to create secondary insurance for the patient.
However, if the practice provides an insurance name in the default COB payer name, this payer will be picked up for creating a secondary payer instead of the payer in the COB info.
If secondary insurance is already present in the patient demographics, the system will simply add insurance to the case.
In the process of adding secondary insurance for the patient, if the insurance company is not present in the insurance master, the system will first auto-create the insurance company with generic information. Please note – users will need to complete any missing secondary insurance information in both the insurance company master and inpatient insurance records.
In order to prevent inadvertent auto-posting of negative amounts by users that can result in posting errors, the claim selection checkbox in the ERA screen is disabled when a negative amt. is present in the remit. Below are a couple of the negative amount ERA posting scenarios where the system will prevent selection of the claim for auto-posting:
1. If the claims status code is 22 (indicating negative payment or adjustment),
2. If the Paid Amt. is a negative amount; see Image 5.1
However, if the sum of adjustments is a negative value, the claim can be selected for posting, but the system will display a warning in the ERA posting screen. Users will need to make the necessary corrections and post the ERA.
Exception: ERAs with CO-144 and OA-94 negative adjustments can be auto-posted.
4a. The user can selectively check the items for posting. Check boxes are provided (see item marked 8 in Image 6) so that users need not post the ERA completely in one go; they can select the items that need to be posted and complete the rest later. This is helpful when the ERAs are large. But users have to exit and reopen the ERA to continue posting.
4b. Another method by which users can conveniently post large ERAs in parts is by using the new “Save and Continue” option (highlighted in Image 6b) added to the ERA Posting screen. Users can click on this option to leave the ERA partially posted and return later to complete the posting from where they left off. Users can continue posting the remaining payments without having to exit the ERA posting screen.
5. Allowed Amount(ERA) will be red-texted if less than the calculated allowed amount based on the fee schedule and orange-texted if it is higher. Also, a mouseover on ‘Allowed Amt (Fee Schedule)’ will display per unit allowed and the calculated allowed amount based on the number of units.
6. Click on button at the bottom of the screen to post the ERAs. To view the Posting Detail Report immediately after posting the items, check the box Show Posting Detail Report; this action opens the report as in Image 7.
7. When denials are auto-posted from the ERA, the system will ignore the contractual adj code (CO-45) or a patient responsibility code ( PR-1; PR-2; or PR-3) and instead attach the subsequent remark code.
Options/Links available in the ERA Posting screen
Each posting line in this screen is colored according to the legend given in Table 2.
|PAID_CLOSE / WO_CLOSE
|Processed directly as Secondary
|Charge = Adjustments
Different options and links available in the ERA Posting screen are labeled in Image 6 and described in Table 3.
|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
|Reverses the payment
|To add line notes
|Exceptions link to a page where all unmatched claims are listed. This separate listing helps users to quickly identify claims that failed to match/post from the ERA.
|Link to Charge Master
|To select the items for posting;