Post Payments from Electronic Remittance Advice (ERA)

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Updated: 12/18/2025 | Views: 23681

Payments received electronically and reported in an Electronic Remittance Advice (ERA) can be automatically posted. The automatic posting supports denials, reversals, underpayments, over-payments, and other complex electronic remittance scenarios.

Note: For practices that receive large ERA reports containing a high count of Claim Reference IDs, the ERA Splitting Options feature is available to automatically split ERA reports into several, more manageable reports.

Post Electronic Remittance Advice (ERA) Payment Click Encounters > Clearinghouse Reports. The Find Clearinghouse Report window opens. Click the Electronic Remittance tab. The Electronic Remittance reports list displays. Double click the ERA report to open. The View Electronic Remittance Advice window opens. Note: It is recommended to address the ERA reports from oldest to newest and confirm payment was received by check or bank deposit prior to applying ERA payments.
Scroll as necessary to review the ERA report information. When finished, click Post Payment. The ERA payment amount(s) automatically posts then the General tab of the New Payment from ERA window opens. If the ERA report included payment amounts that could not be posted automatically (e.g., payment amounts for another billing system), the ERA Errors tab of the New Payment from ERA window opens. Review Post Electronic Remittance Advice (ERA) Payment with ERA Errors.
Review the auto-populated General payment information for accuracy and make any changes as necessary. Then, enter the following information if applicable. Batch #: The batch number for the payment. Tip: Entering a batch number is helpful for running reports when there is a consistent naming convention such as the posting date with the user's initials (e.g., MMDDYYYYAB). Then, when running a report (e.g. Payments Detail), customize and filter by that specific batch number. Category: If the practice uses categories for certain payment reports, click the drop-down arrow and select the appropriate category. Select the Apply tab. Additional payment details display.
Click to select each service line and review the auto-populated Simple (EOB) and posted transaction line information. Make any changes as necessary. Tip: The Next Line button can also be used to navigate to the next service line. Note: For balances transferred to secondary insurance policies, ensure the amounts are correct as this information is sent to payers that support secondary electronic claims submission. When finished, click Save. The payment is saved and the ERA report is marked as reviewed. Tip: To view a report of how the payment was allocated, open the Payment record, click Reports on the bottom of the Edit Payment window and select Payments Application.