When an ERA is uploaded into ChiroUp, you will need to then post that payor payment. When you post a payor payment, you will be able to easily write-off contractual obligation and update the patient balance to reflect the Patient Responsibility noted on the claim.
ChiroUp's posting screen is designed to show you all the details you need to effortlessly post your ERAs!
Here's how to post a payor payment:
1. Navigate to Billing and then to ERAs.
2. Select the ERA you would like to post.
3. Before posting the payor payments, let's review important claim response details. Next to each response, click the arrow to view to open the details panel. Or, click Expand All to expand the detail panel for all responses on the ERA.
Here is the information you'll find in the Details panel:
- Claim Control Number and Processed Status
- Line item breakdown of billed codes payments and adjustments
- Currently posted payor payments
- Current claims write-offs
- Currently posted patient payments
- Finalization status
- Invoice (claim) link
4. Review any actions you may need to take before posting, such as reversing write-offs, reversing patient payments, and/or un-finalizing balances.
- Write Off: ChiroUp will automatically populate the CO/OA claim adjustment amount based on what is noted on the ERA. Review the amount before posting and update it if needed.
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Patient Payments: You’ll see any patient payments that have already been posted. If the patient has overpaid, you can reverse the overpaid amount here. Any reversed amount will become a credit on the patient’s account.
- In this example, the patient previously paid $35, but the ERA indicates they are responsible for only $20. You would reverse $15, which would then be available as a credit.
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Finalized Patient Responsibility: ChiroUp will automatically finalize patient responsibility, meaning we will automatically update the patient responsibility on the purchase to match the ERA patient responsibility.
- ChiroUp finalizes patient responsibility by default, but you can always un-finalize during posting by unchecking the finalize check mark.
5. Once you've reviewed necessary details, click Post.
When you Post, ChiroUp will:
- Post the Payor payment to the purchase
- Write-off the value entered into the Write-Off field
- Finalize patient responsibility
You'll see the payor payment posted, the claims write-off, and finalized patient responsibility on the purchase:
Watch a video demonstration below: