Post Payments on the Matched Tab

Version 14.9
Path: Smart Toolbar > Billing button > Adjudications tab

Overview

The steps below assume the user has already gone through the steps of downloading ERAs. If this process has not been completed see Fetch and Process ERA Files from my Integrated Clearinghouse.

Posting Payments

  1. Click on the ERA Payments tab .
  2. Click on the Expand button  next to selected payer.
  3. Navigate to the ERA that should be posted. You will see the Payment Amount, Posted Payments and Unposted Payments.
  4. Click the blue link in the Unposted Payments column. The Adjudications tab will open with the adjudications for that ERA populated.

Note: You'll notice in the image above that a yellow highlight appears over an unbalanced ERA. This highlight indicates that the particular ERA has a difference that is causing the Posted Payments and the Unposted Payments to not equal the Payment Amount for that ERA. An example of where you will see this is in the case of a recoup. It is recommended that yellow highlighted lines should be investigated to determine what is causing the difference prior to posting any payments on that ERA.
  1. Click the Expand buttonto expand the adjudication and view the adjudication details. 

  1. After reviewing the details of each adjudication and editing the Match Status, if necessary, select the Aprvd (approved) checkbox. All adjudications with the Aprvd checkbox selected will be posted once Post Paymt is clicked.

  1. Click on the Post Payment button .
  2. Click Yes when prompted Post ALL approved adjudications for ALL payments?

  1. To double check payments posted see Balance all payments on an ERA, EFT or ACH.
OP will post auto-approved adjudications based on your system setup for auto-approval of matched and/or paid claim adjudications.


The default Match Status for each Insurance Adjustment Reason may be edited in the HIPAA Code table. Click here to learn how to make those edits.
Version 14.8
Path: Smart Toolbar > Billing button > Adjudications tab

Overview

The steps below assume the user has already gone through the steps of downloading ERAs. If this process has not been completed see Fetch and Process ERA Files from my Integrated Clearinghouse.

Posting Payments

  1. Click on the ERA Payments tab .
  2. Click on the Expand button  next to selected payer.
  3. Click the Ellipsis button  to select a check.
  4. Select OK to the popup There are no transactions paid by this check number.

  1. Copy the check number.

  1. Click on the Adjudication tab.
  2. Paste the check number in the Payment ID field.
  3. Filter to check.
  4. Click the Expand buttonto expand the adjudication and view the adjudication details. 

  1. If the Allowed Amount is correct and the payment looks appropriate for services rendered, check off that this adjudication is approved to be Matched.

  1. Click on the Post Payment button .
  2. Click Yes when prompted Post ALL approved adjudications for ALL payments?

  1. To double check payments posted see Balance all payments on an ERA, EFT or ACH.
OP will post auto-approved adjudications based on your system setup for auto-approval of matched and/or paid claim adjudications.