ERA Journal to Excel

With the ERA Journal to Excel function you can print historical ERA file information to Microsoft Excel, including the total number of CLP segments. The CLP (Claim Payment Information Loop) segment contains the patient control (account) number and is used to track the total number of patient accounts on an electronic remit.



Data Field Information
Prompt Response Req Len
From Date Type the date you want the report to start with or click the calendar icon to select a date. 10
Through Date Type the date you want the report to end with or click the calendar icon to select a date. 10
Print By Select File Date to print the report based on the date the remit file was received, or select Check Date to print the report based on the check date from the remit.    
Source Select EMEDIX to include only remits imported from eMEDIX, Other to include only remits imported through a direct path (other than eMEDIX), or All to include every remit regardless of source.    
File Name Type all or part of a remit file name to limit the report to matching files. Select Contains to match files whose name contains the entered text anywhere, or Begins with to match only files whose name starts with the entered text.   50
Check Number Type all or part of a check or EFT number to limit the report to matching remits. Select Contains or Begins with to control how the text is matched.   20
Payer Name Type all or part of an insurance carrier name to limit the report to matching remits. Select Contains or Begins with to control how the text is matched.   50
Amount Type a check amount to limit the report to remits with that exact amount.   10

Sample Report
The report opens in Microsoft Excel and lists, for each remit included in the report, the File Date, File Name, Amount, Check #, Check Date, Total CLPs (the total number of patient accounts on the electronic remit), and Payer. A Totals row sums the Amount and Total CLPs columns.