To add notes and copayments to billing entries: 

1. Navigate to the Payments tab in the ERA payments reconciliation window
2. Under “Service Lines,” click the Actions drop-down and select View All Billing Entries
   
   
3. Click the + next to a billing entry to display all of the line items from the claim
   
4. To add a copay, select Activity in the “Payment type” drop-down
5. Click Adjustments in the Notes column
6. In the pop-up, complete the following fields:
   
   
   • Group: select PR – Patient Responsibility
   • Code: enter 2 – Coinsurance amount
   • Amount: enter the amount charged
7. Click Done
8. Enter notes in the Notes column, if any
9. Click Add

Click here to learn how to use the ERA List.

When CentralReach exports EDI claims, a reference value is added to each claim line. CentralReach uses reference values to match a claim line, or combined claim lines, to billing entries on the billing screen. These values are typically returned in the 835/ERA file. However, if the reference value is not returned in the 835/ERA file, CentralReach cannot locate the exact entry and will categorize it as “Orphaned.”

Orphaned data is data that cannot be matched to any original submission information. This can occur because:

• The data was never in CentralReach (e.g. The dates of service pre-date the transition to CR)
• The data was entered on a web portal or sent via a paper claim
• The data was reprocessed and the payor did not return the correct reference data for each line item
• The payor is not returning the reference information

To post orphaned data from an ERA:

1. Navigate to the Claims module and select ERA List
2. Click the blue Id number to open the ERA
3. Under the “Service Lines” column, clients and service lines can be marked as Orphaned
   
   
   • If there is orphaned client data:
     • Click Orphaned Client
     • In the edit screen, enter the Era Patient and MI – Member ID Number
     • Select the payor in the Payor drop-down
     • Click the  checkmark 
   • If there is orphaned claims data:
     • Click the Orphaned service line
     • In the Choose billing entries for pop-up, the yellow line will contain the ERA information. CentralReach will default to the day and client indicated in that line and populate potential billing entries
       
     • Click the  checkbox next to the entry to match
     • Click Apply Changes 
     • If needed, repeat for each orphaned service line

ERA data can also be downloaded from the payor, a clearinghouse, or CentralReach.

To download the ERA report via CentralReach:

1. Navigate to the Claims module and select ERA List
2. Click the cloud  icon 

Click here to learn how to use the ERA List.

The ERA list contains summaries of ERAs in single rows, as well as reconciled payment information. From this screen, payments can also be reconciled. Please note, the information from the ERA List contains the same data as an EOB.

To use the ERA List:

1. Navigate to the Claims module and select ERA List
2. The screen will display a list of ERA payments, sorted by CR payment ID number. The list contains:
   
   
   • Id: The CR payment ID number
   • Received: The date of payment
   • Claim: ERA information for total claim adjustments
   • Provider: ERA information for total provider adjustments
   • Service Line Adjustments: ERA information for total service line adjustments, totals of various claim adjustments, patient responsibility amounts, and payment amounts, as read by the ERA
   • Reconciled: Totals reconciled in CentralReach 
     • Please note, reconciled information will not display until users reconcile some portion of the ERA.
   • Reconcile Status: The reconciliation status. There are four reconciliation statuses in CentralReach:
     • None: No data has been posted
     • Partially: Some data has been posted, but the “Paid” amount is less than the “Insurance Paid” amount
     • Fully: All payments have been posted. 
       • Please note, this only refers to the “Insurance Paid Amount” vs the amount you have posted in CR, (i.e. if those 2 amounts are equal, you will see ‘Fully’. If any amounts in CR are “Orphaned,” or partially posted in a manual fashion, those ERA’s will not show “Fully.”) 
         • In those cases we recommend using a label/tag to let staff know what has happened. If you manually post, and the check number is an exact character for character match, the “Paid” amount will reflect it.
     • Over: The payment amount posted is greater than the amount of the ERA
3. By default, the ERA List will display the last 7 days of ERA data. Click the calendar  icon to adjust the date range
4. Click the columns  icon on the right-hand side to add and remove columns displayed on the grid
   • To rearrange columns in the grid, hover over the column title and drag the  icon to the desired location
5. Click the  icon to complete the following options:
   
   • Pin Column: select one of the following:
     • Pin Left: moves column to the left side of the grid
     • Pin Right: moves column to the right side of the grid
     • No Pin: moves column to its default location
   • Autosize This Column: sizes the select column to best fit on the grid
   • Autosize All Columns: sizes all columns to best fit on the grid
   • Group by: groups ERAs by the selected column
   • Reset Columns: restores all column adjustments to default
   • Tool Panel: opens sidebar to add or remove columns from the grid
6. In the pop-up, click the  funnel tab to apply filters to the column