OfficeMate Home Office User's Guide - OfficeMate Software Solutions

Recording Insurance Payments Using Electronic Remittance Advice
Chapter 7 Recording Receipts & Adjustments
Recording
Insurance
Payments
Using
Electronic
Remittance
Advice
The Electronic Remittance Advice (ERA) feature saves time and improves the
accuracy of your billing records by automatically adjudicating payments,
overpayments, underpayments, write-offs, lab chargebacks, patient transfers, and
secondary insurance transfers.
This section tells you how to apply payments to insurance receivables through ERA,
including how
• To open the Insurance Remittance Advice Entry window, 332
• To load the electronic remittance advice file, 333
• To review the ERA information, 335
• To resolve nonexistent line items, 339
• To resolve overpayments, 340
• To resolve lab chargeback entries, 342
• To resolve irreconcilable entries, 343
For more
information on
using the ERA
feature, see the
“Using the
Electronic
Remittance
Advice” recorded
video tutorial.
Note
In order to begin using the ERA functionality, complete one of the
following tasks below:
• If you are a VSP user, ensure that the location’s VSP Integration
information is recorded correctly on the Location Maintenance
window and Eyefinity Customer Care (877.448.0707) has turned on
your electronic remittance advice functionality. Go to Maintaining
Locations on page 14 for information about recording VSP
Integration information.
• If you are a non- user, ensure that your clearinghouse is saving ERA
data files in the OfficeMate\DATA\EMC\ERA folder. Refer to you
clearinghouse’s Web site for more information.
• If Gateway is your clearinghouse, you must include \era%.rmt at the
end of the path you enter on Gateway’s Web site. For example,
C:\OfficeMate\DATA\EMC\ERA\era%.rmt.
Using the ERA, an
insurance check
that used to take
hours to record
and balance will
now only take you
about thirty
minutes or less!
To open the Insurance Remittance Advice Entry window
Click the Receipts icon and select ERA.
OR
Click Tasks on the main window toolbar, select Receipts, and select ERA.
The Insurance Remittance Advice Entry window opens.
Continue by loading the ERA file. For more information about loading the ERA
file, go to To load the electronic remittance advice file on page 333.
332 OfficeMate Home Office User’s Guide