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Kareo Help Center

Post Payments from Electronic Remittance Advice (ERA)

Updated: 06/24/2022
Views: 14609

Payments received electronically and reported in an Electronic Remittance Advice (ERA) can be automatically posted. The automatic posting supports denials, reversals, underpayments, over-payments, and other complex electronic remittance scenarios.

Note: For practices that receive large ERA reports containing a high count of Claim Reference IDs, the ERA Splitting Options feature is available to automatically split ERA reports into several, more manageable reports.

Post Electronic Remittance Advice (ERA) Payment

  1. Click Encounters Clearinghouse Reports. The Find Clearinghouse Report window opens.
  2. Click the Electronic Remittance tab. The Electronic Remittance reports list displays. 
  3. Double click the ERA report to open. The View Electronic Remittance Advice window opens.
    Note: It is recommended to address the ERA reports from oldest to newest and confirm payment was received by check or bank deposit prior to applying ERA payments.
Desktop_FindCHReport_OpenERA.png
  1. Scroll down and review the ERA report information as necessary.
  2. When finished, click Post Payment. The ERA payment amount(s) automatically posts then the General tab of the New Payment from ERA window opens.
Desktop_ViewERA_PostPmt.png
  1. Review the auto-populated General payment information for accuracy and make any changes as necessary. Then, enter the following information if applicable.
    • Batch #: The batch number for the payment.
      Tip_Icon.png Tip: Entering a batch number is helpful for running reports when there is a consistent naming convention such as the posting date with the user's initials (e.g., MMDDYYYYAB). Then, when running a report (e.g. Payments Detail), customize and filter by that specific batch number.
    • Category: Click the drop-down arrow and select the appropriate category if the practice uses categories for certain payment reports.
  2. Select the Apply tab. Additional payment details display.
Desktop_NewERAPmt_General.png
  1. Click to select each service line and review the auto-populated Simple (EOB) and posted transaction line information. Make any changes as necessary.
    Tip_Icon.png Tip: The Next Line button can also be used to navigate to the next service line.
    Note: For balances transferred to secondary insurance policies, ensure the amounts are correct as this information is sent to payers that support secondary electronic claims submission.
  2. When finished, click Save. The payment is saved and the ERA report is marked as reviewed.
    Tip_Icon.png Tip: To view a report of how the payment was allocated, open the Payment record, click Reports on the bottom of the Edit Payment window and select Payments Application.
Desktop_NewERAPmt_Apply.png

 

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