Step 1: Register to Receive ERA
If your Partner system does not already receive ERA files from your insurance carriers, visit www.pedsource.com/ERA and sign up. One of PCC's EDI Support specialists will then contact you to get started. They will help you register with carriers you use that have ERA as an option.
Note: Even after signing up for ERA with an insurance carrier, they may continue to send you paper EOBs as well.
Step 2: Turn on Autoposting in Partner
After you have signed up to receive ERAs, PCC Support can activate the Autopost tools on your Partner system. They will also help you review your paper claims to ensure that they contain the claim ID# needed for autoposting to work.
Step 3: Run Autopost
Run Autopost from the Insurance Payments window or by typing autopip at a command prompt.
Step 4: Review Your List of ERA "Check" Files
Partner sorts incoming electronic EOBs into checks. If an ERA consists of multiple checks, it will be broken into individual entries. On the first Autopost screen, you will see a list of check files.
The oldest incoming check files are at the top of the screen. For each entry, you can see the Date of the ERA, the Payor, the Check # or reference #, and the total Check Amount.
Step 5: Select All (or Some) Check Files and Press F1
Press [F2 - Select All] to select all the ERA checks your system has received, and then press [F1 - Post Payments] to continue. If you prefer, you can use the arrow keys and type X to select individual checks and then press F1 to continue.
Work and Post "Check-by-Check": If you wish to review what will be posted for each check as you post the payments, press [F4 - View & Post] instead of F1. Partner will show a brief summary of what will be posted for each check, and you can then post or skip each one.
Step 6: Review Your Selection and Press F1
On the Confirmation screen, double-check that you selected the correct checks and press [F1 - Process] to continue.
Step 7: Press Enter and Quit
If all the payments and adjustments were ordinary, and no allowable amount was missed and everything matched the outgoing claims, you will be prompted to press Enter to return to the ERA Select List screen. You can then press F12 to quit autopip.
Step 8: Review "Unpostable" Manual Items
However, if any item in the ERA did not match the claim or required direct attention for another reason, such as a mismatched copay amount, Partner will not autopost that item. Instead, Partner creates a Manual Post Report containing those items and you will be prompted to review or print the Manual report.
You can press [F1 -- Process] to review the report immediately on the screen. To properly work on the unposted items, however, select one of the other options on the screen.
Why Do I Need to Print, E-Mail, or Save the Manual Reports? ERAs may contain denials, reversals, and insurance interest payments. After autoposting finishes, any items in an ERA that autopip was unable to post are placed in a "Manual" report. A biller needs to review each Manual report and follow up on the included remittance information for the claims. In many cases, a biller needs to resubmit claims or post payments and adjustments in the Post Insurance Payments (pip) program.
Step 9: Later, Review all Unprinted Manual Reports
If you or other users at your office do not print, e-mail, or save a copy of the Manual report, it will remain on a special list. Press [F5 - Not Yet Printed] from the main screen in autopip to review that list.
The Manual reports listed on this screen require attention. You can select multiple reports and then print, save, or e-mail them in order to remove them from this list.
Daily View: Press [F7 - Daily View] to review all Manual reports, whether they were printed/saved/e-mailed or not. You can use the Daily View history to find old reports and review daily auto-posting activity.
Step 10: When Needed, Use ERA Reports to Review Your Autoposting History
Run the erareports program to review all the Manual reports, details of all the autoposted items, or the full, original ERA check information. Read the section on ERA Reports for more information.