Managing ERAs

In Dentrix Ascend, you can view an ERA that Dentrix Ascend receives through the clearinghouse and then post payments in patients' ledgers for the claims on that ERA.

Important: Before locations can accept ERAs, you must enroll those locations in the ERA service and then enroll for ERAs with participating payers (insurance carriers).

Tip: For information on automating ERA payments for your organization, see Managing ERA payment options.

To manage ERAs

1. If you are not already viewing the correct location, select it on the Location menu.

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

   The Bulk/ERA Insurance Payments page opens.

   

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

   ERAs for claims that correspond to the current location appear. By default, only incomplete ERAs appear in the list.

   

4. To include incomplete and/or completed ERAs in the list, select one of the following options:

   • Not Completed - To view incomplete ERA payments (the payments for all associated claims have not been posted).

   • Completed - To view completed ERA payments (the payments for all associated claims have been posted).

   • All - To view both completed and incomplete ERA payments.

   Notes:

   • By default, Not Completed is selected.

   • An ERA is considered Incomplete if a payment has not been posted for all the claims on that ERA.

   • An ERA is considered Complete if payments have been posted for all the claims on that ERA.

5. By default, the ERAs for the past seven days appear in the list. To change the date range, do any of the following as needed:

   • To go back one week from the beginning date of the displayed range, click (or tap) the left 1 w button. To go forward one week from the ending date of the displayed range, click (or tap) the right 1 w button.

   • To specify a different date range, click (or tap) in the date box, and then select the desired date (today, yesterday, or a specific date) or date range (last 7 days, last 30 days, this month, or a custom range).

6. To include only ERAs that match certain criteria, do the following:

   1. Expand the Filter by menu.

      

   2. Set up any of the following options:

      • Unmatched Claim - To include ERAs that could not be matched to claims in Dentrix Ascend, select this checkbox. With the checkbox clear, ERAs are included whether or not they were matched to claims.

      • Matched ERA to EFT - To include ERAs that were matched to EFTs, select this checkbox. With the checkbox clear, ERAs are included whether or not they were matched to EFTs.

      • ERA Amount - To include ERAs for the specified amount. Without an amount entered, ERAs for any amount are included.

      • Reference Number - To include ERAs with check numbers or trace numbers that contain the specified numbers. Without numbers entered, ERAs with any reference number are included.

      • Tax ID Number - To include ERAs with TINs that contain the specified numbers. Without numbers entered, ERAs with any TIN are included.

      • Carrier - To include ERAs from the insurance carriers whose names contain the specified text. Without text entered, ERAs from any insurance carrier are included.

   3. Click (or tap) Search.

   Note: An ERA and a claim on an ERA can have any of the following symbols associated with them:

   	If an ERA has unmatched claims, this symbol appears to the left of the ERA's total, and this symbol appears to the left of each applicable patient's name.
   	If a payment was successfully posted for a claim, this symbol appears to the left of the applicable patient's name.
   	If a payment has not yet been posted for a matched claim, this symbol appears to the left of the applicable patient's name.
   	If a claim was matched but did not meet the auto-posting/quick-posting criteria, this symbol appears to the left of the applicable patient's name.
   	If an ERA has been matched to an EFT, this symbol appears to the left of the ERA's total.
   	If an ERA has been successfully posted to an EFT, this symbol appears to the left of the ERA's total.
   	If an ERA has any matched or unmatched claims with a zero-dollar ($0.00) payment, this symbol appears to the left of the ERA's total, and this symbol appears to the left of each applicable patient's name.

7. Do any of the following as needed:

   • View the claims on an ERA.

   • Quickly post a payment for all claims on an ERA.

   • View the details of a claim on an ERA.

   • Quickly post a payment for a claim on an ERA

   • Manually post a payment for a claim on an ERA.

   • Manually match a claim on an ERA.

   • Remove an unmatched claim from an ERA.

   • Edit a payment for a claim on an ERA.

   • Mark an ERA as Incomplete.

   • Mark an ERA as Completed.

Note: You can also view received ERAs from your location's inbox.