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.

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