To search for ERAs, do the following:
In the Insurance Collection Manager window, set up the following options as needed:
Search by:
Carrier - Select this option to search for ERA files by carrier. Then, either click the Search box's search button 
to select a carrier, or enter all or part of a carrier name or ID in the Search box.
Patient - Select this option to search for ERA files by patient. Then, either click the Search box's search button to select a patient, or enter all or part of a patient name ([first], [last], or [last, first]) in the Search box.
Claim Not Found - Select this option to search for ERA files with unmatched claims.
Note: You can select this option only if your user account has been granted the "Insurance Collection Manager, Manual Matching" security right.
Filter by:
Transaction # - Enter a trace number from a payer.
Clinic - Leave All selected, or click the search button to select specific clinics. Searching by clinic is available only if Claim Not Found is not selected.
Note: If you search for specific clinics, the ERA list will include a Clinic column, which contains the associated clinics.
Status - Select a status to search for:
Ready to Resolve (default) - ERA files with any statuses except File Processed
All - ERA files with any status
Error Occurred
Note: You can open a ERA file with this status only if your user account has been granted the "Insurance Collection Manager, Manual Matching" security right.
File Processed
Requires User Action
Note: You can open a ERA file with this status only if your user account has been granted the "Insurance Collection Manager, Manual Matching" security right.
Started Processing
Successfully Parsed
Note: If Claim Not Found is selected, only All, Error Occurred, and Require User Action are available.
Date Received - Specify a date range in the From and To boxes, or leave the range open ended by specifying a date in only one of the boxes. To select a date, click the calendar icon 
, and then navigate to and click a date on the calendar that appears.
Click Search.
Notes:
The Search button's label changes to Refresh after the search results appear.
To refresh the search results, click Refresh.
To return the search criteria to the system default state, click Reset.
For each ERA in the upper list, the following information appears:
Status - A symbol that represents the status of the file.
Date Received - The date when the file was received or imported.
Carrier Name - The name of the insurance carrier.
Carrier ID - The ID of the insurance carrier.
Paid Amt - The total amount paid.
Transaction # - The trace number.
Entry Type - How the file was entered:
Auto - Received automatically.
Imported - Imported manually.
Clinic - If applicable, the associated clinics.
Action - The View Details icon , which you can click to view the content of the ERA.
