We are currently updating the OP Help Center content for the release of OP 14.19 or OP 19. OP 19 is a member of the certified OP 14 family of products (official version is 14.19.1), which you may see in your software (such as in Help > About) and in the Help Center tabs labeled 14.19. You may also notice that the version number in content and videos may not match the version of your software, and some procedural content may not match the workflow in your software. We appreciate your patience and understanding as we make these enhancements.

Balance all Payments on an ERA, EFT or ACH

Version 14.19
Path: Billing tab > Billing Center button > ERA Payments tab

Overview

Follow the steps below to balance an ERA after posting:

  1. Navigate to the ERA Payments tab of the Billing Center using the path above
  2. Locate the specified Payer, then ERA Check #

  1. If the Posted Payments do not match the Payment Amount, click the Ellipses buttonto view the transactions posted to the corresponding ERA
Note: You can manually record that a check is fully posted by making a note in the Note field for the specific ERA. Additionally, you can apply a time and date stamp by clicking Stamp on the Smart Toolbar and pasting in the Note field.
Version 14.10
Path: Smart Toolbar > Billing button > ERA Payments tab

Overview

Follow the steps below to balance an ERA after posting.

  1. On the Smart Toolbar, click the Billing button
  2. Click the ERA Payment tab .
  3. Locate the specified Payer, then ERA Check #.

  1. If the Posted Payments do not match the Payment amount, click the Ellipses buttonto view the transactions posted to the corresponding ERA.
Note: You can manually record that a check is fully posted by making a note in the Note field for the specific ERA. Additionally, you can apply a time and date stamp by clicking Stamp on the Smart Toolbar and pasting in the Note field.

Version 14.8
Path: Smart Toolbar > Billing button > ERA Payments tab

Overview

Follow the steps below to balance an ERA after posting.

Balancing ERAs

  1. From the Smart Toolbar, click on the Billing button (to open the e-Billing center)
  2. Click on the ERA Payment tab
  3. Locate the specified Payer, then ERA/EFT/Check #
  1. Click the Ellipses (three dotted box) buttonto open a new window displaying all transactions posted against the corresponding ERA.
                   
Note: The top portion of the window will list the expected amount of the posting (as reported by the payer) and the bottom portion will list the amount your office has posted to-date. Ideally, these two amounts should match. If not, you have remaining adjudications to post against this ERA.

Note: You can manually record that a check is fully posted by typing Balanced in the Note field. This gives you the ability to clearly identify any ERA files that are or are not fully balanced/posted.