How To Post ERA/EOB Manually In EHR

Manual posting of ERA (Electronic Remittance Advice) or EOB (Explanation of Benefits) in the DocVilla EHR allows accurate tracking of payments and adjustments. Use this option only if the ERA is not available after and extended period of time and you received a paper EOB. Follow these steps to post an ERA/EOB manually:

Steps to Post ERA/EOB Manually In EMR:

Step 1: Navigate to ERA

From the main dashboard, click on “ERA.”

“OR”

Step 1: From the main dashboard:

Click on “Claims”.
Go to “View”.

Step 2: Access Remittance

Select “Remittance.”

Step 3: Initiate Manual Posting

Click on “Post Manual ERA/EOB.”

Step 4: Enter ERA Information

Fill in the required fields:
- Paid On Date , Payer ICN, Insurance Paid Amount, Check Number, etc.
Optionally, attach the ERA file by clicking on “Attachment.”

Step 5: Add CPT Details

Click on the “Add CPT Details” button to include specific service details.

Step 6: Fill CPT Information

In the new CPT row, provide the following information:
- CPT Code, Requested Amount, Maximum Allowed Amount, Paid Amount, Deductible, Coinsurance, Copay, etc.
For any additional adjustments, enter the data as shown on the screen.

Step 7: Add Additional CPT Details

If required, click on “Add CPT Details” to add more rows.

Step 8: Save and Confirm Posting

Click the green “Save” button to save the manual posting.
Confirm the posting when prompted.

Step 8: Verify the Posted ERA

After the screen refreshes, the posted ERA will appear in the Remittance section.

Key Notes:

This manual posting process ensures that ERA/EOB information is accurately recorded in the EHR system when automated imports are unavailable.
Double-check all details before confirming to avoid errors.