How to Edit an ERA

Why This Matters?

Editing an Electronic Remittance Advice (ERA) is important for maintaining accurate financial records within the Practice. When discrepancies or errors are identified in the ERA, making the necessary corrections ensures that all Debtor accounts reflect the correct payment information. This process helps in proper account management and reduces billing discrepancies, ensuring that the Practice's financial data remains reliable and up-to-date.

💡Please Note: An ERA cannot be edited once it has been posted.

• Start on the ERA Management screen.

• • For details and navigation, see Communication Segment.

Let's Follow These Steps

• Double-click on the desired ERA.
  • Alternatively, click on the Edit Selected ERA button to edit the selected ERA.
• Make the desired changes on the ERA Batch Details screen. 

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

💡Please Note: Only the Medical Aid Ref No., ERA Cashbook, Deposit Date, Medical Aid Name, Deposit Paid Amount, Edit Payment, and Add New Payment fields can be edited. For more details, see ERA Batch Details Navigation (Add New Payment).

• Click on the Save Current ERA button.

Result

• The ERA will be updated according to your edits.