Importing ERA Files

Complete this task to import payments from an ERA file into a payment batch. You can only import one ERA file at a time. A payment batch is created for each imported ERA file. Unresolved payments result if one or more claims for which the payment is being distributed is not positively identified while importing the ERA file. Unresolved payments must be resolved before the import process can be completed.

If the ERA file did not contain a REF 2U value and the Payer ID column is blank, the system will not allow the ERA to be imported. You must click the Override button to select/enter the appropriate Override Payer ID value.

Step-By-Step Guide

Step	Instructions	Additional Information
1	From the Payment Batches page, click Import (or press Alt + I). The Payment Batch: Import page opens.
2	If the desired ERA file is not displayed, click Search and search for the ERA to import.
3	Select the ERA file to import.	You can only import one ERA file at a time.
4	Click Import. The ERA file is validated for unresolved payments. If there are no unresolved payments, the Import Payment from [payer] window opens. If there are unresolved payments, resolve the payments before continuing.
5	Select the Accounting Date.
6	Click OK.	After the import process completes, the Import Exceptions tab opens displaying the payments in the ERA file that were imported into a payment batch. Click Print to generate a listing of the payments and batch exceptions from the imported ERA file. Exceptions are created when the import process cannot positively identify how to distribute payments in the ERA file. For example, a denial code is not found or the Roll To designation is not specified. Exceptions can be reported at batch and service levels. A payment batch is created for each ERA file that is imported. The payment batch is not automatically posted.
7	Verify that the insurance payment has been distributed as expected.	Use the Print button on the Import Exceptions tab to get a listing of the payment distributions. If there are exceptions listed, use this report to correct as needed, e.g., roll to assignment or denial code.
8	Post the payment batch through the standard posting process.