Payments
Recoupments and Forwarding Balances
Recoupment is the recovery process by a payer of any outstanding monies owed back to the payer by the provider through reducing present or future payer payments to that provider and applying the amount withheld to the indebtedness. Recoupment can be ...
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 ...
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 ...
How to Print EOBs / ERAs from Billing Applet
Please use the following steps to print EOBs / ERAs from the Billing Applet: Login to ProviderSuite Select the “Claims” tab Select “Launch Billing” to load Billing Applet Click on “ Accounting” Click on “Payment Application” Click on “Batch” then ...
VOID or REFUND Unapplied Payment New
Here are the Steps to Void or Refund a patient's unapplied payment. 1. Click on Payments (top left corner). 2. Select Payment Application. 3. Select Unapplied Payments. 4. When the Box opens, enter the Patient Name or Account Number. 5. Click the box ...
Unprocessed ERA Print & Delete
Please use the following steps for Unprocessed ERAs: Click on Billing Manager ~ Accounting ~ Payment Application Click on Batch ~ ERAs In the ERA Lookup box, click on Unprocessed ERAs and then click on the Refresh ERA List Double click on the first ...
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 ...
Unassigned Payments User
Please follow these steps to Assign a User for payments and Reprocess your ERAs for posting. Note: You must be an "Account Manager" user in ProviderSuite to perform this task. If you do not have access to the Settings tab in the ProviderSuite, please ...
Random ERA Posting Issue
We've reviewed this ERA and don't see a system issue that would have caused this particular situation. Our ERA auto-matching logic may not have been able to accommodate this ERA's data and/or it may have been caused by the user during posting. We ...
Posted and Batch proof do not equal
Here are the steps to resolve this issue. Please print the ERA in batch# *** and then run the report named Transaction Batch Detail. You will need to compare the report to the ERA to determine the missing patient transactions. You can then go back ...
Post Secondary Payment-Manual
1. From Billing Manager Click Accounting 2. Click Payment Application 3. From the batch menu click Batch-New 4. Enter a batch proof amount. You can enter a zero dollar batch or a batch amount that is the total of all the checks that you want to ...
Payment Processing Error - When claim process error has been removed
Please follow these steps to resave the payment for patient now that the claim is not in processing errors. Go To Claim# Go to the Claim Transaction Detail screen Click on the Payment transaction Now click the "Go To Payment" button in the top right ...
On Hold Payment from CTD
You can view and complete posting by following these steps: * Start in the claim transaction detail screen for the claim * Click on one of the bold lines that is labelled (on hold) * Then click the Go To Payment button in the upper right corner of ...
Move Payment to Unapplied in CTD
From the Claim Transaction Detail Screen for Claim ID XXXXXXX 1. Click on the Payment Line (Patient or Insurance) that you want to move to unapplied. 2. In the box that opens below use the list drop-down next to Transaction: and pick Move Payment to ...
Post Payment / Move Payment from Unapplied
Here are the steps for posting Unapplied Payments: 1. Unapplied payments can be posted using the Payment Application. You can get there by clicking on Payments, Payment Application. 2. Now Click on Batch, then select New to make the Batch Proof ...
Manual Post of ERA
Manual Posting in an ERA 1.To post a payment manually in ERA, simply choose the claim you want to post and click the "post manually" button. 2.This takes you to the manual posting section, next find the claim and click the "show prior" button to the ...
Posting Insurance Refunds
Please see the following steps for posting an insurance refund. From the Claims Transaction Detail screen: 1. Click on the charge line to be refunded. 2. In the box that opens below, use the drop-down box labeled Transactions and select "Refund ...
How to Post a Paper Check
Follow the steps below post a paper check from an eob. 1. From BillingManager Click Accounting 2. Click Payment Application 3. From the batch menu click Batch-New 4. Enter a batch proof amount. You can enter a zero dollar batch or a batch amount that ...
ERA Processing Error - Invalid
Please post the batches with errors the same as you would normally. It appears that while processing ERAs our system put the batch in an error status however nothing is wrong with the ERA. We apologize for the confusion. Once you process and save ...
ERA payment reversals for overpayment recovery
When you are in the batch and have posted all other transactions, you can address the provider adjustment for Overpayment recovery using the following steps. 1. Click the General Tab just under (NEW) 2. Click the Edit button 3. Enter your patient ...
ERA Error - No Error Description
Our development team is continuing to research this issue for future batches. You can use the steps listed below in the meantime to resolve the errors. You can perform the following steps to reprocess batches and remove the error: ***note if you ...
ERA Error - Description - Cannot remove more money than paid by debtor
If you have the ERA Error-Error Description: Cannot remove more money than paid by the debtor, please follow the steps below to resolve. To remove this error, you will need to remove the lines that have been posted that are moving money to ...
Enter Patient Co-pay Payment
Here are the steps for adding a patient copay after you have finished the claim. From the Billing Screen with Practice Management in the upper left corner -Click on Payments > Patient Payments -A small box will pop up, click New and now you can enter ...
EFT versus Checks
The determination as to whether you will be paid by paper check or electronic funds transfer (EFT) is not managed by PracticeAdmin or the clearinghouse. You will need to contact the payer directly inquire about payment methods and to enroll or ...
Deleting an Unapplied Payment System Error
Please follow these steps to remove a posting error for an Unapplied Payment 1) Go to the Claim transaction detail screen for claim# 2) Click on the bold transaction "Move Payment to Unapplied (Posting Errors) 3) Click the Go to Payment button in ...
Removing Unapplied Payments (New Method)
Removing Unapplied Payments (New): To remove Unapplied Payments (New), please use the following steps: Login to PracticeAdmin Select the “Claims” tab Select “Launch Billing” to load Billing Applet Click on “Payments” Select “Payment Application “ and ...
Unprocessed ERAs (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 “ Practice Management” Click on “Payment Application” Click on “Batch” then select “Eras” ...
Printing ERA from Trizetto (EDI Portal)
Printing ERA’s from Trizetto (EDI Portal) Login to PracticeAdmin Select the “Billing” tab Select the “ Edi Portal” Tab Select “ Manage Payments” Click on “Search by Advanced Search” under view insurance payments(Remittances) Enter the “Check Number” ...
Unapplied Payment Posted in Error
Correcting an Unapplied Payment Posted in Error To fix this problem, first, you need to post the unapplied payment, and then you can reverse it off. Please use the following steps: Login to PracticeAdmin Select the “Claims” tab Select “Launch ...
Manual Posting in an ERA
Manual Posting in an ERA To post a payment manually in ERA, simply choose the claim you want to post and click the "post manually" button. This takes you to the manual posting section, next find the claim and click the "show prior" button to the far ...
Posting Unapplied Payments
How to Post Unapplied Payments: 1. Unapplied payments can be posted using the Payment Application you can get there by clicking on “Practice Management”, Select “Accounting”, and then select “Payment Application.” 2. Next Click on “Batch”, and then ...
Moving a Payment to Unapplied
How To Move a Payment to Unapplied: Go to the Claim Transaction Detail Screen for the Claim ID you are working on. Click on the Payment Line (Patient or Insurance) that you want to move to unapplied. In the box that opens below, use the list ...
Unassigned Users for Payments
Please follow these steps to Assign a User for payments and Reprocess your ERAs for posting. Please note these actions need to be performed by an Account Manager: Go to the Billing tab when you first log in. Click on the EDI Payments Option and ...