ERA Payments

PATH:
A/R
>
ROLE PRIVILEGES NEEDED: <udl-white>View ERA Payments<udl-white>

SHOW ONLY ERAS WITH CLAIMS TO POST |VIEW CLAIMS | VIEW MATCHED CLAIM ADJUSTMENTS | VIEW MATCHED / UNPOSTED CLAIMS | VIEW UNMATCHED CLAIMS | REPORTS | UPLOADING ELECTRONIC REMITTANCE ADVICES (ERA'S) INTO CAREFICIENTQUIZ

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  1. A/R
  2. ERA Payments

You can search ERA Payments by Receive Dates...

Remit Dates...

Enter check or reference number...

SHOW ONLY ERAS WITH CLAIMS TO POST <returntomenu>menu ↑<returntomenu> 

Include ERA's with Claims to Post...

Click <btnw>   Search   <btnw> when you have your settings adjusted

VIEW CLAIMS <returntomenu>menu ↑<returntomenu> 

Clicking on the "Claims" displays all claims/payments documented on the ERA; shows if they match an invoice in Careficient, or not

VIEW MATCHED CLAIM ADJUSTMENTS <returntomenu>menu ↑<returntomenu> 

Clicking on the "Adjustments" link will take you to "Matched Claim Adjustments" where it displays a list of all  claims documented on the ERA that have adjustments and lets you post  adjustments from the pop-up list

Choose the invoice you wish to adjust...

Select the drop down <btnw>   All       ▾   <btnw> under AR Adjustment Reason to select your option

Click on <btnw>    Adjust    <btnw>

You may also "Delete" the Claim to adjust by selecting the Trash Can <icon-trashcan>xxx<icon-trashcan> icon .

VIEW MATCHED / UNPOSTED CLAIMS <returntomenu>menu ↑<returntomenu> 

Clicking on "Matched/Unposted" link will take you to the matched "Claim to post" where it displays a list of  all payments that match invoices and lets you post the payments from the  pop-up list

VIEW UNMATCHED CLAIMS <returntomenu>menu ↑<returntomenu> 

Clicking on the "Unmatched" link, will take you to "Claims that don't match invoices" where it displays a list of all  claims documented on the ERA that do not match an invoice in Careficient

REPORTS <returntomenu>menu ↑<returntomenu> 

Unmatched Claims <btnw>   PDF     ▾  <btnw> includes:

Unmatched Claims <btnw>   Spreadsheet     ▾  <btnw> includes:

You can also print the report from here as well by selecting the Printer <icon-printer>xxx<icon-printer> icon.

UPLOADING ELECTRONIC REMITTANCE ADVICES (ERA'S) INTO CAREFICIENT <returntomenu>menu ↑<returntomenu> 

We normally receive an Electronic Remittance Advice (ERA) through our standard/normal EDI process/connection. Occasionally, ERA's may not come through our standard EDI process. If this happens, you can upload an ERA into Careficient which then creates the ERA file that you use to post payments to patient invoices. Before an ERA can be uploaded, you must first save it as a file on a local PC that you will be using to upload the document.

To upload ERA's that we don't automatically receive through our standard process, go to Settings > Org/Region/Agency > Choose Org > Documents Tab. Select the <icon-greenplussign>xxx<icon-greenplussign><udl-orange>Upload Document<udl-orange> link

"Upload file" pop-up displays.

After you upload the ERA's you will be able to access the A/R menu, ERA Payments option to post payments to Patient Invoices or Agency Accounts. You can also post these payments to Patient Invoices or Agency Accounts by accessing the A/R menu, Payments option.

Interactive Tutorial