Post ERA File

This function will automatically post an electronic remit to your patient files. It will post the payments, adjustments and denials.

Upon accessing this function, you must first select the Insurance Form Number to indicate what type of remit you will be posting.
 


All files in your current REMIT directory will be displayed. You will need to select the remit file you want to post by clicking anywhere in the row containing the file information.



The filename and date of the file selected will appear at the bottom of the screen. If this is correct, click Post in the Action Column, otherwise locate the correct filename and select it. If a file has already been posted, CGM webPRACTICE will inform you of this and allow you to select another file.



After you have selected a file, you will be required to select the accounting date for the payments and adjustments that will be posted, an optional remark, and a batch number. The optional remark can be the date of the remit or the check number or it can be left blank. Any information entered in this field will override the description contained in the Payment Code Table. This remark is stored in the patient's history and will print on the patient statement.

The accounting date should be the date your payment was actually deposited to your bank account. You may receive your remittance on one day but the funds may not arrive in your bank for another day or two. It will make reconciling your bank account at the end of the month much easier if your accounting dates correspond to your actual bank deposit.



Data Field Information
Prompt Response Req Len
Accounting Date     10
Remarks Enter An Optional Comment   40

CGM webPRACTICE will start the posting process. Once all payments have been posted, CGM webPRACTICE will respond with 'Payments have been posted... run exception report.'