How to Manually Do an ERA

Why This Matters?

An Electronic Remittance Advice is a digital version of the traditional paper Remittance from the medical aid. An ERA provides essential information regarding the claims that were sent and their responses, helping you to track and reconcile payments from medical aids.

ERAs are valuable as they save time and effort. Instead of paging through long paper remittances, the system automatically organises, matches, and displays the information clearly and accurately. This reduces manual errors, speeds up reconciliation, and gives the Practice immediate insight into claim outcomes, making your financial processes cleaner, quicker, and more efficient.

💡Please Note: To access and utilise Electronic Remittance Advice (ERA) features, it is necessary to advise us that you would like to use these features. The setup for using ERAs is done during your installation process.

• Start on the ERA Management screen.

• • For navigation, see Communication Segment.   

Let's Follow These Steps:

• Click on the New ERA button. 
• Input the relevant information on the ERA Batch Details screen. 

• • For details, see ERA Batch Details Screen Navigation.

• Click the Save Current ERA button.

💡Please Note: Once the Save Current ERA button has been clicked the Batch ID and Batch Status will become available as well as the Add New Payment button.

• Click on the Add New Payment button.
• The ERA Batch Details Payment screen will open.

• • For details, see ERA Batch Details Navigation (Add New Payment).

• Click on the Debtor Number field to select on which debtor the payment will be linked to. 

💡Please Note: The debtor information will populate once a debtor is selected.

• Click on the ERA Paid Amount field to input the amount that was paid.
• Click on the Mark Resolved button.

💡Please Note: Do not click the Mark Resolved button if there is a difference between the amount owed by the debtor and the amount paid. Doing so will incorrectly mark the payment as balanced, even though a discrepancy exists. Ensure the amounts match exactly before marking the payment as resolved to maintain accurate account records and prevent reconciliation issues later on.

• Click on the Save button.
• Click on the Save Current ERA button once you are redirected back to the ERA Batch Details screen.

💡Please Note: If the Amount Difference is zero, then the Payment can be resolved.

• Click on the Post Current ERA button.

Results:

• The Manual ERA will now display on your ERA Management screen.