Step 1 - Navigate
Select the ERA menu from the Payments Drop Down.
Step 2 - Filtering
You can filter which ERAs you see, using the drop-down buttons, then further narrow the results with the search box.
Step 3 - Viewing
Click the link on the left to view a pdf version of the ERA.
Step 4 - Auto Posting
Click on the 'Auto Post Now' button. You'll see a confirmation box before you continue. The system will first scan the ERA for issues that would cause a system error by auto-posting. If errors are found, the ERA will be labeled 'Cannot Auto Post'. These must be manually posted by the user as a payment. Otherwise, the ERA will auto-post.
*Note* We do not advise Auto Posting ERAs with Denials, to avoid the creation of clerical errors.
Why Does This ERA Say Cannot Autopost?
Occasionally, an ERA will be unable to autopost to the system. This is most often due to one of two reasons:
Missing/ Mismatched Claim Info - If the ERA is missing claim info (e.g. Superbill ID), the ERA will be unable to autopost
Missing Metadata (Extra Info from the Payer) - Occasionally the Payer will fail to include pertinent metadata that is attached to the data of the claim itself. In these cases, the ERA will fail to autopost.
Step 5 - Review
Once auto-posted, you should review the payment for accuracy. Look for things like negative balances or zero payments. To go straight to the payment, just click the 'Auto Posted' button.
Step 6 - Mark Reviewed
Now that you have either auto-posted or manually posted your ERA and are satisfied with the results, click 'Mark Reviewed' to remove it from the default list. You can always see these again by using the drop-down filter buttons.
