Managing ERA payment options

You can configure how Dentrix Ascend handles the posting of insurance payments for claims that pertain to a given ERA that is received through the clearinghouse. You can require a minimum threshold of accuracy regarding when to allow the quick posting of insurance payments for claims that pertain to a given ERA. Also, you can specify if you want to allow the fully-automated posting of insurance payments for claims that pertain to a given ERA. With full automation enabled, you must specify a minimum threshold of accuracy regarding when to allow payments to be posted automatically.

Notes:

• Managing ERA payment options requires the "Manage ERA Payment Options" security right.

• The ERA payment options apply to all locations in your organization.

To change the ERA payment options

1. On the Home menu, under Insurance, click (or tap) Bulk/ERA Insurance Payments.

2. The Bulk/ERA Insurance Payments page opens.

   

3. Select the ERA Payments tab on the left panel.

   

4. Click (or tap) Manage ERA Payment Options.

   The ERA Payment Options dialog box appears.

   

5. Set up the following options as needed:

   • Only allow Quick-Posting...:

     • With the switch set to No, the quick posting of payments is allowed only if the amount paid by insurance on a given ERA equals the amount expected from insurance.

     • With the switch set to Yes, the quick-posting of payments is allowed only if the amount paid by insurance on a given ERA is greater than or equal to the specified percentage of the amount expected from insurance. In the box, enter the desired minimum percentage of the expected amount.

       

   • Enable fully automated posting...:

     • With the switch set to No, full automation is disabled.

     • With the switch set to Yes, the fully-automated posting of payments is allowed only if the amount paid by insurance on a given ERA is greater than or equal to the specified percentage of the amount expected from insurance. In the box, enter the desired minimum percentage of the expected amount.

       

6. Click (or tap) Save.

Note: In your location's inbox, you can view the ERAs that have been received.