Linking an ERA Payment for a Payer That Does Not Match an Existing Insurance
Some ERAs come into your office from payers you have not been activated in Uprise. This is primarily due to Medicare automatically forwarding claims to secondary and supplemental insurance payers. Prior to posting, these will need to be manually assigned. In event that the Payer name sent in the ERA does not exactly match an insurance name within Uprise, you will be prompted to match (link) an existing insurance before posting. To create a list of ERA's that need to be manually assigned view this article: Where to Find a List of All ERAs that Have an Un-linked Payer
1. Click the Claims Tab > Tracking to display the claims tracking results
2. Click the action button
3. From the Action menu, select Post ERA then your Remittance#
4. The Remittance Details page opens and if there is not an exact insurance match it will be displayed under ERA Insurance
5. Use the drop down to associate the insurance sent in the ERA to an Uprise Insurance
NOTE: If there is not an Uprise insurance that matches, one would have to be added under the Admin Tab > Setup > Insurances
6. Click Save or Post ERA/EOB to accept the change
Note: After the match/link has been made you can proceed posting the ERA as you usually would.
