ERA Payment Posting

1. Go to Billing > ERA.

2. Automatically post insurance payments by either uploading the .835 ERA file or automatically listing the ERA file directly from the clearing house by processing it.
3. To post payment, click Upload ERA and select and upload your file.

4. The uploaded ERA will get processed, and the checks in the ERA will get listed with information of:

• File Name
• Insurance Payer
• Cheque Number
• Payment Code
• Cheque Amount
• Calculated Amount
• Payment Status

5. By enabling the “Auto Adjustment” checkbox, when processing the ERA file, if there where any balance amount, it will get adjusted automatically.

6. Click the “View” button to preview the payment amount allocated to the patients based on their appointments and the services.
7. Click the “Delete” button to delete the uploaded ERA file.
8. Click the Process ERA button to allocate and post payment amounts automatically for all the patients based on their appointments and the services.

9. Filter the ERA by “Uploaded Date”, “Cheque Number”, “Insurance Payer”, and “Payment Code”.
10. To view deleted ERA files, click on the “Show Archived” button to view the files.