ERA processing starts with the Electronic Remittance Advice (ERA) form.
Actions – “Check Responses” then “Process Batch”
Revised Electronic Remittance Advice Processing (ERAP) form which includes a “Payment Information” section for entry/modification of all payment entry (PE) header data:
ERAP opens in “Proof” mode with ERA and Payment Information defaulted based on the ERA data and associated default settings.
Note the Payment Id is blank at this point. It can be user-assigned prior to processing in “Final” mode or system assigned as part of the “Final” mode process.
There are now Payment Method default settings available.
Payment Methods (PMC) form has a new tab, “ERA Methods Links”, for assigning default ERA values :
Electronic Remittance Advice Processing (ERAP) form, “Details” tab has two new columns – “Insurance” and “CWO”. It also includes “Unapplied” amount display:
The insurance column allows for the selection of the appropriate payer; primary, secondary, tertiary prior to finalizing the ERAP transaction.
“Payments Details”: This tab content varies by “Processing Type” mode; Proof or Final. In Proof mode the content is more limited, displaying only the EOB information broken out by patient account number, ie, charge id:
The Navigation bar allows for moving between EOB charge detail by clicking left or right arrows, or direct detail selection via the “Search” dropdown.
When an ERAP transaction is processed in Final mode the Payment Entry (PE) transaction is created and the payment header information made available for review and modification on the ERAP form:
Once in Final mode, the only change to the “Details” tab is the “Insurance” column data is no longer editable:
Once in Final mode, the “Payment Details” tab changes significantly
In addition to the previously provided review categories, the Navigation bar distinguishes “Un-Matched Details” for easy access and correction.
Applied payment detail from the Payment Entry (PE) created by the ERAP process is available for review and correction.
The “Un-Matched Details” section of the Navigation bar allows the user to move through each of the details and process them either in manual or automated fashion:
The “Insurance” tab of the “Applied Payment” section will allow for editing of the certain underlying charge
