CareStack helps your practice simplify the process of auto posting electronic remittance advice (ERA) payments. You can precisely set how you want payments posted, including automatic posting, setting exclusion criteria, and defining when manual review is needed, at both the account and location levels for better control and efficiency.
Let's take a look at how to set up ERA Posting.
| Note: The customized settings will impact only Claim ERAs. |
Explore this video for an in-depth walkthrough.
To begin,
- Navigate to the System Menu >select Practice Settings > Payments & Billing > Insurance Payments.
- Select the ERA Posting tab.
- Select the Account or Location tabs as needed.
To configure at the Account level,
- Choose the Account tab.
- Click Edit on the ERA Payment Posting Preferences section.
- Configure the following settings:
- 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 enable auto-posting, set Auto-post ERAs while Parsing as Yes.
- To auto post ERAs if the payment is as expected, set Only post if paid as expected to Yes.
- Set this as No to set a trigger criteria for an adjustment amount difference.
- Do not Auto-post ERAs with Payment Type: Choose the payment type you do not want auto-posting to be initiated for.
- To set auto posting trigger criteria for an adjustment amount difference at the Claim and/or Line level:
- Select the formula: Less than or equal to or Greater than or equal to.
- Enter the amount.
- To exclude certain ERAs from auto posting, enable the Exclusion Criteria toggle.
- Exclude for selected Codes: ERAs containing claims with any of the selected codes will be skipped from auto-posting.
- Exclude for selected Carriers: ERAs associated with the selected carriers will be excluded from auto-posting.
- Click Save.
To override the Account level settings at the Location level,
- Choose the Location tab.
- Select the intended location.
On the ERA Settings slide-out,
- Click Edit.
- Set Use Account Settings as No to override the account-level settings.
- Configure the following settings:
- 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 enable auto-posting, set Auto-post ERAs while Parsing as Yes.
- To auto post ERAs if the payment is as expected, set Only post if paid as expected to Yes.
- Set this as No to set a trigger criteria for an adjustment amount difference.
- Do not Auto-post ERAs with Payment Type: Choose the payment type you do not want auto-posting to be initiated for.
- To set auto posting trigger criteria for an adjustment amount difference at the Claim and/or Line level:
- Select the formula: Less than or equal to or Greater than or equal to.
- Enter the amount.
- To exclude certain ERAs from auto posting, enable the Exclusion Criteria toggle.
- Exclude for selected Codes: ERAs containing claims with any of the selected codes will be skipped from auto-posting.
- Exclude for selected Carriers: ERAs associated with the selected carriers will be excluded from auto-posting.
- Click Save.
Practices can use this simple guide to learn how to enable and set up ERA Posting in CareStack.