To properly manage ERAs, you'll want to first configure the payer settings and the AutoPost settings.
To configure the payer settings
1. From the AutoPost tab, click Payer Setup in the top right corner to display the EDS AutoPost - Payer Setup dialog box.
2. Under Payer List, select the payer whose payer settings you want to configure.
Tip: If you want to filter the list to Show ONLY Payers with Open Remittances, select that option.
3. Click Edit Payer Settings, and the settings become available for editing.
4. Configure the following options:
· Add New Plan Code - To specify a new plan code, click this option, type the new plan code, and then click Save New Plan Code.
· Payer Type - Select whether this plan is a PPO or Non-PPO plan.
· Adjustments Applied - Select whether this plan typically applies any adjustments at time of service or time of payment.
· Payment Type - Select the most common payment type under this play, such as Credit Card, Check, or EFT.
· Payment Provider - Specify whether the payment provider is typically the Treating Provider or the default specified in the Practice Management System.
· Adjustment Type - (Select default.)
· Adjustment Provider - Specify whether the provider overseeing adjustment is the Treating Provider or if ERAs will not be split by provider.
· Report Variances - Indicate whether you want reports to show remittance variances that are OVER ESTIMATE, UNDER ESTIMATE, BOTH, or NONE.
5. When finished, click Save.