Manual Posting of Remits

Manual Posting of Remits


Some remits will need to be managed manually

  • For Remits not yet posted on the ERA Remit Items page> Use the 'Filter Criteria' Status Dropdown to search Denial (DW) or Hold  (H) Remits
  • Click on the Remit Number hyperlink >  use the ‘Claim Action’ drop-down on the 'Manage Electronic Remit Page'to choose the desired action:



  • Do not Post / Transfer Balance - Do not post the transaction and transfer the balance to the next party
  • No adjudication is posted to the encounter
  • Post as Note / Leave Balance - The transactions will simply be posted as notes in the ledger, and will have no financial impact.  Balance stays with the current payer for possible appeal etc.
  • Here is an example of what this action looks in the expanded line item details 
  • The transaction is just a NOTE so no Balance change is made  


  • Post as Note / Transfer Balance - Same as above, but the balance will be transferred to the next responsible party
  • Post as Remitted - Post the transactions exactly as they are on the remit
  • Procedure Specific - This option allows you to choose a different Action for each procedure line on the Encounter

Note that the ‘After Posting’ area updates to show the financial impact the selected 'Claim Action' will have, allowing the user to confirm that the selected Action will do what is desired prior to saving.



  1. Hyperlinks to ‘Patient’, ‘Encounter’, ‘Reference Batch’, ‘Receipt’
  2. ‘Claim Action’ drop-down to determine how remit will post; if a ‘Claim Action’ is selected, ‘Remit Status’ below updates to ‘Posted’
  3. [Post Expert] 
  4. [Manual Post] 
  5. Drop-down to map to corrected Charge Line number 
  6. ‘Insurance Management’ link
  7. 'After Posting'- Preview of how the ‘Claim Action’ will affect this remit if saved
  8. 'Change Remit Status/Worklist’:
  1. ‘Posted’ - ‘Claim Action’ chosen or no action taken and user wishes to mark the remit as ‘Posted’ (completed) 
  2. ‘On Hold’ - Remit put in ‘Hold’ status (still needs to be managed)
  3. ‘Custom Worklist’ - Remit to be added to ‘Custom’ (user defined) worklist 
  4. ‘Denial Worklist’ - Remit to be added to ‘Denial’ (system defined) worklist
  5. ‘Old System’ - Charge originated from the Old Practice Management