How to Remove or Change an ERA Payment
Payments received electronically and reported in an Electronic Remittance Advice (ERA) can be posted manually in zHealth Billing Center. You can manually apply payments after checking ERA received date, ERA posted date, denials by the insurance company, reversals, underpayments, overpayments, and other complex electronic remittance scenarios. However, there are times when you realize you need to make changes to the applied ERA payments after you post it.
In this guide, we will walk you through the process of making changes to an ERA payment after you apply payments.
A. Delete ERA payment from the patient(s) invoice(s)
1a. First, you will have to search the patient name using the top navigation search box. Open the patient chart.
b. When inside the patient chart, go to Patient Billing.
c. Search for the invoice with the wrong ERA payment applied. When you find the invoice, click the invoice button and proceed to Step 2.
2. When you click the Invoice button, a pop-up window opens. You can view the invoice and ERA payments applied to it in the Invoice Payments section at the bottom.
Click the small "Edit" icon for the ERA payment. A pop-up window opens. Click the "Delete" button to delete this ERA payment from the invoice.
Continue the Steps 1 and 2 for all the invoices with the wrong ERA payment applied.
B. Put the ERA "On Hold" to which you want to make changes
1a. For that, hover the cursor over your name on the top right corner. Click on the Billing Center. Then, click ERA. OR, you can directly click the small green circle on the left side of the top navigation bar. You will find all ERAs there.
1b. Once you're on the ERA page, enter the received date, click the "Show Completed" and then click "Search".
2. From all the ERAs that have been posted, search the ERA that you want to change or remove. Click "Post ERA Payments". On the ERA Payment Posting screen, follow the below steps:
a. On the right side, there is Action option. Select "On Hold" from the Action drop-down menu.
b. The "Apply Payments" button will appear once you click "On Hold". Click the "Apply Payments" button.
Follow the steps 2a and 2b for all the payments that you have in one ERA. It could be just one, two, or more.
C. Make changes to the ERA again and apply payments
1. Now, refresh the zHealth screen by clicking the "Home" icon on the top. Again, go to Billing Center > ERA > search the ERA.
To search the ERA, enter the Received from date. Select Insurance Company name, check #, and ERA #, if you remember them (optional). Then, click "Search".
Once you've the ERA search results, click "Post ERA Payment", which you've just put on hold in the above steps.
2. On the ERA Payment Posting screen, make the changes you want to do like changing deposit date or insurance adjustments, etc. Once you make the changes, do the following steps:
a. Select "Close" from the Action drop-down menu. If you've multiple claims in one ERA, follow this step "Action > select Close" for all payments.
b. Click "Apply Payments" (both available at the top and bottom the screen.
Once you've performed Steps A, B, and C, go to each patient chart > patient billing > invoice. Check if the ERA payments with correct deposit date are being reflected on the Invoice Payments section.
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