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ERAs

Learn how to apply Electronic Remittance Advices (ERAs) to patient invoices

Written by Blake Bays

This guide explains how to apply Electronic Remittance Advices (ERAs) to patient invoices once they have been transmitted from Claim.MD.

Access the ERA module

  • Navigate to the ERA Module to view all ERAs transmitted within your selected timeframe.

  • Adjust the timeframe as needed to locate ERAs, whether or not they have already been applied.

Review Available ERAs

  • For ERAs not yet applied to an invoice, you will see Apply and Ignore options on the right.

  • You can also:

    • View the ERA PDF.

    • Save the ERA to the patient's E-Documents section.

Apply an ERA

  • Select Apply for the ERA you want to process.

  • The Apply Claim Remittance modal window will open.

1. Verify Claim Remittance Information

  • Confirm the following details are accurate:

    • Patient Name

    • Claim Payer

    • Paid Date

    • Service Date

    • Additional claim information

2. Review Charges and Adjustments

  • The Charges section shows:

    • Amount charged

    • Amount paid

    • Adjustments

  • You will also see:

    • Procedure Code

    • Adjustment Type

    • Group (e.g. PR for Patient Responsibility, CO for Contractural Obligation)

      • Note: Contractural Obligations (CO) are automatically marked to be applied.

    • Code

    • Apply checkbox for adjustments

3. Apply Patient Responsibility

  • Patient Responsibility is not applied automatically.

  • Use the Transfer Outstanding Balance to Patient Responsibility option to apply it.

  • Applying each adjustment will reduce the patient's required balance accordingly.

4. Check the Summary Section

This section provides totals for:

  • Charges

  • Payments

  • Adjustments

  • Unapplied adjustments

5. Review Invoice Summary

  • The invoice summary displays:

    • Responsibility

    • Balance

    • Balance after ERA application

  • You may change the invoice by selecting Change Invoice if needed.

6. Configure Payment Application Options

  • Optional settings:

    • Transfer Outstanding Balance to Patient Responsibility (toggle on/of)

    • Post Payment/Adjustment Per Line Item (toggle off to post totals instead)

7. Apply the ERA

  • Once all settings are verified, select Apply to post payments and adjustments to the chosen invoice.

Related Articles
Creating a New Invoice
Insurance Payments and Adjustments
Patient Adjustments
Patient Multi-Invoice Payment
How to Review and Correct Patient and Insurance Responsibility Splits
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