How do I Print an EOB from an ERA

How do I Print an EOB from an ERA


How do I Print an EOB from an ERA? 

  1. Type ERA in 'Go'-box 
  2. Use the filters to search for the ERA (or proceed to #3) 
  3. Click on the ERA number 
  4. On the 'ERA File Dashboard' > Click 'View Remit Items' 
  5. Click the Print icon in the PDF viewer 

 

 

How do I deal with ERAs with encounters from the previous, legacy, PM system? 

If the entire ERA is for your old system, you may choose to mark the ERA as 'Posted Manually'> into the old PM 

  • Click on ERA number, from the 'ERA List' page 
  • Print out the ERA> View EOB 
  • Click Edit on the ERA file dashboard 

Change the status to a files status such as 'Posted Manually', add a note if desired > [Save]. The ERA List page updates accordingly. 

 

 

  • The ERA dashboard reflects the updates.  

 

  • IF some of the ERA is for your old system and some the charges are in our PM > you may choose to post the ERA by clicking [Apply] as usual.   

o  We will 'disburse' any remits that to not have OUR account format of patient ID, the letter 'E' and the encounter number, ie 27e14.  The Receipt the system produces has the letter 'O' in the Disbursed field, O=Old System.  This Receipt is a holding card to indicate it should posted into the old PM and is not reported as part of the A/R.  This field is editable.   

  • Print an EOB to post into the Legacy PM 

On the 'ERA Remit Item' > after you have clicked [Apply] 

  1. Use 'Filter Criteria' to filter for status 'Old System' 
  2. [View EOB] 

 

 

The EOB will have a 'total paid' amount filtered by the amount you should post into the Legacy PM  

 

This amount will reflect on the ERA file Dashboard as well 

 

   

How to create your own ERA Status  

On the 'Modify ERA Insurance' page > File status >  

  1. Manage 
  2. [Add] 
  3. Create a code with description 
  4. [Save]