You can tailor Practice Settings to efficiently manage electronic remittance, with options for automated posting and setting thresholds for manual intervention. In settings, you can precisely define how you wish to handle ERAs within your practice.
Perform the steps below.
| Note: The customized settings will impact both Pre-Authorization ERAs and Claim ERAs. |
Navigate to the System Menu >select Practice Settings > Payments & Billing > Insurance Payments.
- Select the ERA Posting tab.
- Click the Edit on the ERA Payment Posting Preferences section.
- Set Auto-post ERAs while Parsing as Yes.
- Configure the following settings:
- Do not Auto-post ERAs with Payment Type: Select a payment type if you do not want the auto-posting to be initiated for the selected payment type.
- Default Payment Type for Check: Choose a default payment type for check.
- Default Payment Type for Direct Transfer: Choose a default payment type for direct transfer.
- To set auto posting trigger criteria for an x$ difference:
- Select the formula; Less than or equal to or Greater than or equal to.
- Enter the dollar amount.
- Click Save.
Practices can use this simple guide to learn how to enable and set up ERA Auto-Posting in CareStack.