OfficeMate Home Office User's Guide - OfficeMate Software Solutions

Recording Insurance Payments Using Electronic Remittance Advice
Chapter 7 Recording Receipts & Adjustments
Review any error messages that appear and perform the following steps:
a. Click Yes to search for the patient.
The Find Patient window opens.
b. Select the patient from the results list and click Select.
Note
If you choose to not search for the patient, or if the patient cannot
be found in the Find Patient window, you can locate the patient
after adjudicating the payments for patients that can be found. For
information on processing the patients that could not be found, go
to To resolve irreconcilable entries on page 343.
The Insurance Remittance Advice Entry window populates with information
about the payment and lists all of the patients and claims covered in the payment.
Review the information displayed in the Insurance Remittance Advice Entry
window. For more information on Reviewing the ERA information go to To
review the ERA information on page 335.
The claims with green check marks are fully adjudicated. The claims without
check marks could not be matched to items on fee slips and require manual
intervention. The line items that require attention are bold, and the text of the
line items are different colors, depending on the nature of the mismatch.
334 OfficeMate Home Office User’s Guide