Unmatched ERA Payments
When an ERA is received in the system that cannot be mapped to a system generated claim it will be displayed as Unmatched in the Payment Ledger. An ERA cannot be auto-mapped and auto-posted if:
- The claim was generated in another billing software. This will happen when a practice is transitioning from another billing system to the Billing feature.
- The claim was generated from the system but not “Sent” to the clearinghouse. This will happen when a claim is printed and mailed/faxed to the carrier, or if the claim was exported from the system and imported to the clearinghouse portal.
To find unmatched claims, open the Payment Ledger from the Billing tab.
Select Payer Type “Private Insurance” and Payer Name “Unmatched”.
Unmatched ERAs, or ERAs that are received off of a paper claim.
Double-click a Reference # to open the Edit Payment window.
Click View ERA.
Click View ERA to review the ERA. Note the carrier, claim id, and client info.
NOTE: The View ERA page can be kept open for reference. Return to the Edit Payments page.
Select the Payer Name on the Edit Payments page.
First Save the payment, then click Apply.
Apply payments manually in the same manner as an EOB is posted. Please see Apply EOB Payments.