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Reconciling Your Bank Account When EOB's are Auto-Posted

Last Updated: Jun 12, 2015 12:08PM EST

An ERA is the electronic form of an EOB--an "Explanation of Benefits." If you are set up for ‘auto-posting’ of ERA’s into TherapyAppointment from your insurance company, the information about payment for each client on the ERA is posted on the date the ERA is received into our system. However, the insurance company may release the check or direct deposit to you on a date that is different than the posting date. This is usually not a problem, as the dates usually only vary by a day or two- similar to if you received a check in the mail today and entered the payment as received, but did not deposit the check with your bank until tomorrow or the next day.

We recommend that you ensure that you do receive payment for the ERA’s that are posted into TherapyAppointment. You can do so by going to your navigation button marked ‘clearinghouse’ and looking for any dates which say ‘RAW ERA’ on them. Click ‘Display’ and notice at the top of the ERA that appears you will have a check number, total amount paid, and the date that the direct deposit is made/the check is mailed to you from the insurance company. Match this amount with a direct deposit made in your bank account or a check you receive in the mail.

Once you have determined that the money was received by you as a check or direct deposit, you can then delete the ERA from the clearinghouse list. It is no longer needed, and an archive is held on Office Ally if you have need to access that ERA at some time in the future.

This is unlikely. If you go to the Posting screen for a patient, you'll find that this information is there already. By clicking on the "Edit" button in the "Notes" column in the Posting screen, you will find that the information from the ERA has been copied there for you by the system. It will be easier for you to locate this information here than by searching through all those clearinghouse messages from Office Ally.

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