Here are the steps to Manually post an Unprocessed ERA.
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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 duplicate or was previously processed follow these steps:
From the Billing Manager > Payment Application > ERA's > Unprocessed> Refresh ERA List> Check the box to the left of the ERA>Click the Button "Do not post from ERA"
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 in the WebApp
2. Click on EDI Payments
3. Select Unprocessed ERA's from the dropdown menu
4. Click the View button
5. Go to the corresponding page of Unprocessed ERA's
6. Click the View ERA Details link and compare the patient name (spelling) and HIC number in the patient's account (Patient Info in BM). Update BM to reflect the payer's spelling and member ID.
7. Click the Reprocess button to the right of the ERA
8. Check the ERA's the next day and post as needed
If you do need to post manually follow these steps:
From the Billing Manager > Payment Application > ERA's > Unprocessed> Refresh ERA List> Double Click on the Aetna ERA
1.Click the "post manually" button.
2.Click Yes or OK in the pop-up box to create a new batch
3.Post the desired transactions and close that window.
4.This will take you back to the ERA screen and you should be able to save once you have finished all of your postings. (click Post Manually as needed again if ERA has multiple claims)
5.If by any chance once you post everything and your posted amount and your batch proof amount do not balance when the era is posted, Select the “edit” batch proof amount from the top Practice Management menu and change the amount.
6.Once the posted amount and the batch proof amount balance then you may release the batch as long as it states the status of “Posted Successfully”.
After you have saved the ERA follow these steps update the ERA out of the "Unprocessed":
Click on Batch in the top left corner> Era's> Unprocessed ERA's> Refresh Batch list > check the box to the left of the ERA and click the button "Do not post from ERA"