After receiving ERAs, you can import them into Open Dental manually or using the AutoPost feature.
When you select an ERA under Open Remittances, the individual claims that make up that ERA appear under Remittance Claims.
To import ERAs into Open Dental using AutoPost
1. Under Open Remittances, find the ERA(s) you want to AutoPost.
Note: You can only AutoPost ERAs that show a status of VALID in the PreValidation column (they appear in green). This means they were received back from the payer, and EDS was able to match the ERA with the original claim in Open Dental and each ERA procedure code with the procedure codes associated with the claim in the Open Dental Ledger. A yellow color means one or more of the claims could not be validated against Open Dental; a red color means none of the claims could be validated. An invalid status for an ERA could mean that some of the claims have been downgraded, or that check has already been posted but not cleared out of the list yet.
Tips:
· Click the column header of any column (such as PreValidation, Received, CheckRteNum, or Payment) to sort by that column, making it easier to find a specific ERA in the list.
· Click View 835s if you want to view the entire ERA with all associated claims.
· Under Remittance Claims, click the ClaimID to view just that individual claim. You can click Print in this window to print just that claim if followup is needed on individual claims within the ERA.
· Click Edit Claim and use the AutoPost - Edit Claim dialog box to make any needed changes before AutoPosting. (This may be necessary in case of a downgrade.)
2. Select the check box to the left of the ERA(s) you want to AutoPost.
Note: You can see the number of patients included in the ERA under Remittance Claims.
Tip: If Allow Posting Multiple Checks (OpenDental) is selected in AutoPost Settings, you can use AutoPost to batch process multiple ERAs at once. Under Open Remittances, do any of the following:
· Select the check boxes to the left of multiple remittances
· Click Select All to select all the remittances in the list
3. Click Begin AutoPost.
AutoPost navigates through and selects the patient, then finds the claim to match the date of service and procedure codes. AutoPost then enters the payment amounts, adjustment amounts, and write-offs according to the AutoPost settings. It also automatically places a note in the claims area including adjustments and write-offs.
AutoPost uses pop-up message windows to display the process as it is posting the payments. It usually takes about 1-2 seconds to AutoPost each claim.
When all claims have AutoPosted, you will be able to view them in the Open Dental Batch Insurance Payments dialog box. You can also view scanned copies of the ERAs in the Open Dental Document Center.