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 allocate any extra patient balance.
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) Click Post on the claim line item.
3) This will open a screen displaying the payment breakdown and allow you to write-off contractual obligation and allocate any additional patient balance.
4.) Enter the appropriate write-off and allocation amounts. (ChiroUp will automatically populate the Write Off Amount for you. We calculate this number by subtracting [Current Purchase Write-Offs] & [Other Posted Payor Payments] from [Total Adjustments]).
Click Post.
5) Clicking Post will post the payor payment and write-off/allocate your specified amounts.
💡Pro tip:
- Ensure that the corresponding purchase reflects the information on the ERA by checking patient benefits (copay, coinsurance, deductible) and checking allowed amounts on the services.
Here's a summary of the details shown in the posting screen:
The header shows the Payor on the claim, Remittance date, Claim Control Number, Rendering Provider, and the Processed Status.
The Payment Breakdown shows the following details:
- Service code(s) on the claim
- Service Date
- Billed Amount for each code
- Adjudicated Allowed Amount for each code
- Adjudicated adjustments (CO/OA) for each code
- Adjudicated Patient Responsibility for each code
- The Remit (Paid) amount for each code
The Balancing Information shows the following details:
-
Other Posted Payor Payments: this is the total of other Payor Payments that have been posted to the associated purchase
- 💡hint: click the green eye icon to view the associated adjudication information for these Other Posted Payor Payments
-
Current Purchase Write Off: this is the total of any existing Claims Write Offs on the associated purchase.
- 💡hint: you can reverse the Claims Write Off directly from this screen by clicking the orange arrows icon
-
Current Posted Patient Payments: this is the total of patient payments posted to the associated purchase (NOT including any payments for non-billable services).
- 💡hint: click the orange cash icon to reverse any applied patient payment, the payment will remain on the patient's account as a credit
-
Remaining Unpaid Balance: this is the total unallocated balance on the purchase for billable services
- 💡hint: this amount is calculated by [Total Billed Amounts] - [Posted Payor Payments] - [Current Posted Patient Payments]
ChiroUp will also show you a variety of warnings from this screen, if applicable. See below for the warnings ChiroUp will prompt:
- There is still a Remaining unallocated balance.
- Waiting on downstream Payor Adjudication.
- Current Posted Patient Payments exceeds Patient Responsibility by $xxx. Reverse overpayment of $xxx to credit.
- Write Off amount exceeds Remaining Unallocated Balance.
- A Patient Invoice write off in the amount of $xxx will be applied.
