PA ERA Posting Best Practices

PA ERA Posting Best Practices

When posting ERA's, it is advised not to rely solely on the Posted,  ERA. This feature has been programmed to think like a payment poster, but not to replace the payment poster.
When posting ERAs, the payment poster has the ability to screen the Debtor Column under the General tab for any additional Debtor when cells are Green. Before saving an ERA with all green cells, 
General tab > Scroll through all payments > View all in Debtors column > Confirm all Debtors "match" > If a different Debtor exists in the column for the transaction "Payment 01-Insurance", that payment should be posted using the Post Manually button.
Post Manually would not apply to payments Processed as Secondary.
 
It is also helpful when posting an ERA in ProviderSuite to have the ERA visible from the EDI portal in a separate tab/monitor to compare/verify the details are matching. While this step may not be necessary in all situations, it would be advisable to utilize the EDI Portal in situations when there is a known history of a payer issue.
The product development team is going to take a look at a future enhancement to the ERA Processor logic to provide an alert to the payment poster that there appears to be a difference between the information on the ERA and the current Primary and Secondary Ins Plans on the Pt Account in ProviderSuite and, therefore, a manual posting may be required.

    • Related Articles

    • User Guide - Billing Manager - ERA Posting

      ERA Details ERA Lookup Practice managers and administrators can access ERAs' functionality from the main menu of Batch under Payment Application. To Access ERA Lookup On the Accounting menu, click Payment Application as shown in the following figure. ...
    • How to Delete ERA from Posted, Pending Review

      Print and Do not post from ERA Please use the following steps for Unprocessed ERAs:   Login to PracticeAdmin Select the “Billing” tab Select “Launch Billing” to load Billing Manager Click on “ Payments” Click on “Payment Application” Click on “Batch” ...
    • Posting an Unprocessed ERA

      Here are the steps to Manually post an Unprocessed ERA. Watch our Training Video. From the Billing Manager > Payment Application > ERA's > Unprocessed> Refresh ERA List> Double Click on the Aetna ERA If the ERA does not need to be posted as it is a ...
    • Unprocessed ERA - Reprocessing

      If the following steps do not update the ERA into Posted pending review, you will need to post the ERA manually. 1. From the Payments Tab 2. Click on EDI Payments 3. Select Unprocessed ERA's from the dropdown menu 4. Click the View button 5. Go to ...
    • EDI Portal Enrollment Status

      You can find this information by following these steps: Click on the Claims Tab Click on EDI Portal Hover over the "My Account" tab to the right of the page. Select "Manage Practices"  Click the " View Enrollment Status" tab to the left of the screen ...