Why This Matters?

Managing Electronic Remittance Advice (ERA) efficiently is critical to maintaining smooth financial operations, accurate practitioner accounting, and healthy practice cash flow. This screen serves as your central control hub to review incoming medical scheme payment remittances, confirm actual bank deposit details, and reconcile line-item allocations before committing entries to your practice management system.

  • Start on the ERA Batch Details screen.


Sections

  • Batch Details
  • Filter By
  • Screen Columns
  • Buttons

Batch Details

  • Batch ID: The unique reference number assigned to a specific payment batch for tracking and identification.
  • Batch Status: The current state of the batch within the processing workflow (e.g., pending, posted, or reconciled).
  • Medical Aid Reference No.: The unique tracking or payment reference number provided by the medical scheme for the remittance advice.
  • ERA Cashbook: The designated cash book where the Electronic Remittance Advice payment entries are posted and allocated.
  • Deposit Date: The official date on which the payment amount was deposited into the practice's bank account.
  • Medical Aid Name: The name of the medical scheme that issued the payment remittance.
  • Deposit Paid Amount: The total lump-sum payment amount received and deposited into the bank account.
  • Calculated Paid Amount: The total calculated sum of all individual payment line items processed within the batch.
  • Amount Assigned to Practitioners: The portion of the total payment amount successfully allocated to specific treating practitioners.
  • Amount Assigned to Unlinked: The portion of the payment that has not yet been linked or allocated to a specific patient or practitioner account.
  • Total Amount Assigned: The combined total of all funds allocated across practitioners and unlinked entries.
  • Amount Difference: The variance between the deposited amount and the total assigned/calculated amount, highlighting any discrepancies that need reconciliation.

Batch Manual Creation

  • Creation Date: The date and time the ERA was created.
  • Created By: The logged in user that created the ERA.

Filter By

  • Unresolved Payments: Payments that have not bee resolved.
  • Short Payment: Payments that are not fully paid and are short.
  • Has Unlinked Amount: The payments that are not linked to an account.

Columns

  • Payment ID: The unique identification number assigned to the payment transaction within the system.
  • Resolved: Indicates whether the payment or line item has been fully reconciled and processed.
  • Account Number: The primary account number associated with the billing record.
  • Debtor Name: The full name of the person responsible for paying the account.
  • File Number: The internal reference or chart number assigned to the patient record.
  • MA Outstanding: The balance remaining to be paid by the medical scheme.
  • PA Outstanding: The balance remaining to be paid directly by the patient (Patient Amount).
  • MA Number: The main member's medical scheme identification or membership number.
  • Claimed Amount: The total dollar or currency amount submitted to the medical scheme or patient for payment.
  • Paid Amount: The total payment received and processed against the account.
  • Unlinked Amount: Any portion of a received payment that has not yet been allocated to a specific claim or transaction.

Screen Buttons

  • Close Button: Closes the ERA Batch Details screen.
  • Print Button: Downloads and prints the current ERA Payment as a PDF.
  • CSV: Downloads the current ERA Payment as a CSV.

💡Please Note: A CSV can only be downloaded once a payment is selected.

💡Please Note: You can only edit a payment once a payment has been added or selected and marked as resolved.

  • Save Current ERA: Will save the ERA you created.
  • Post Current ERA: Will post the ERA

💡Please Note: This button will only be available when you create a new ERA and Save the ERA.

Last modified: Wednesday, 2 September 2026, 8:01 AM