Viewing the claims on an ERA

You can see which claims pertain to an ERA that Dentrix Ascend receives through the clearinghouse.

To view the claims on an ERA

On the ERA Payments tab of a location's Bulk/ERA Insurance Payments page, click (or tap) an ERA on the left panel.

On the left panel, the patient name and payment amount of each claim that pertains to the selected ERA appears. On the right, the ERA's payment date, reference number, payment amount, and claims appear. 

Notes:

• If there is a claim on the ERA that could not be matched to a claim in Dentrix Ascend, a red warning icon appears . Depending on your organization's routing method for ERAs, one of the following happens to an unmatched ERA: it is forwarded to all locations, it is forwarded to the central billing office, or it is forwarded to all regional billing offices and any locations that are not assigned to a regional billing group. You must match the claim manually to post a payment to it.

• On the left panel, if the Total amount and the Split Approved amount for an ERA differ, the Total amount appears in red text to alert you of the discrepancy. This can happen if (1) there is a provider-level adjustment or (2) depending on your specified ERA delivery method, the payment is split between locations that share a tax ID. For example, if the total check is for $40, but it is split into two $20 payments for different locations, the split amount is $20 for each payment. This enhancement allows for easier tracking of claim payments and adjustments.

  

  When you select such an ERA on the left, the ERA total and split amounts appear on the right:

  • The 835 Original Approved Payment is the amount of the check or transfer from the insurance that is to be posted.

  • The Adjusted Split Approved Payment is the amount of this portion of the payment because either an adjustment was taken out of the total amount or the payment was split between different locations.

  

  For an ERA that has not been split or adjusted, the Total and Split Approved amounts on the left match, and on the right, the 835 Original Approved Payment amount appears but the Adjusted Split Approved Payment amount does not.

  

• To open the ledger of a patient with a matched claim on the ERA, click (or tap) the name in the Patient Name column. The patient's Ledger page opens on a new browser tab.

• The Remaining amount updates automatically as you post payments to claims on the ERA.