Let's delve into utilizing Electronic Remittance for Pre-Authorizations (Pre-Auths) within CareStack. This functionality enables swift and automated processing of insurance Pre-Auths, eliminating the need for alternative delivery methods.
To learn about setting up electronic remittance, click here.
Take a look at this tutorial for a brief walkthrough.
Topics Covered
- View Pre Auth ERAs
- Manually Link a Pre Auth ERA
- View Pre-Authorization History
Let's explore the workflow for viewing Pre-Authorization ERAs.
Navigate to the System Menu > select Electronic Remittance > Pre-Authorization Remittance.
- Click open the desired Pre-Auth ERA.
- Click anywhere on the top line of the patient's name to display the details.
| Note: This displays the ERA Response with details about the patient, subscriber, and provider alongside line-level code adjustments and remarks. |
At times you might encounter a Pre-Authorization that has been manually linked at your practice at the bottom of the Remittance.
| Note: Pre-Auth ERAs with no parsing errors will automatically link the Pre-Authorization to the patient. |
Parsing Errors will be indicated by an orange yield on the receipt and the top right of the Remittance.
Electronic Remittances with Parsing Errors must have the Pre-Authorization manually linked to the patient.
- Click open the desired Pre-Auth ERA with parsing errors.
- Click anywhere on the top line of the Patient's name to display the details.
- Scroll to the bottom of the Remittance.
- Select the Patient to whom it should be attached.
- Click on the down arrow key on the right to display the details.
- Enter the Pre-Auth No.
- Update the Status, Insurance Estimate, etc.
- To finalize, click Save & Complete.
Check out this GIF for a quick recap.
Let's take a quick look at how to view the Pre-Authorization History.
- You can monitor the history on the very left under Pre Authorization Remittance.
- You can also search for Pre-Authorization by Carrier using the Search field on the left.
Use this simple guide for a quick understanding on how to manage Pre-Auth Remittances in CareStack.