ERAs & Payments (Procentive)

Payment Overview

• Find Out Where a Payment Was Allocated
• Payments Module
• Add a Commercial Payment
• Allocate a Payment (Credit) From a Closed Period
• Default Print Receipt Checkbox
• Create a Receipt-Only Payment Reference

ERA Overview

• ERAs - From the Payer to Your ERA Module
• Request New ERAs
• Provider Level Adjustment Codes in an ERA
• ERA - The 'change rules' Menu Video
• Colored Flags in ERA
• Transaction Type - Definitions and Uses

Client Payments

• Add and Allocate a Client Payment
• Add Payment from Group Appointment
• Add a Client Payment (That Staff Will Allocate Later)
• Find and Allocate a Client Payment (That Was Previously Added)

Process ERAs

• Post an HRA/HSA Payment from an ERA
• ERA - Basic Entry Video
• Claim Adjustment Reasoning Codes (CARC) & Remittance Advice Remark Codes (RARC)
• Process an Electronic Remittance Advice (ERA)
• Post a 0 Claim from MN MA
• Balance an ERA

Edit or Refund Payments

• Delete a Payment
• Remove or Change a Takeback Credit
• Edit a Payment
• Create a Refund
• Restore Balance on Bill Line

Secondary and Coordination of benefits (COB)

• Process an ERA to a Secondary Payer
• Fill Out COB

Vantage Credit Card Payments

• Delete a Stored Credit Card for a Client
• Video: Process a One-Time Electronic Client Payment with Vantage
• Create a Refund with Vantage Payments
• Process an Electronic Client Payment with Vantage Payments

Takebacks and Interest

• Post Interest
• Lions, Tigers, and Takebacks...OH MY!
• Takebacks 101

Troubleshoot ERAs

• Error: Missing/Incomplete/Invalid Ordering Provider
• Missing ERAs
• Process a Duplicate ERA

Complete Merchant Solutions (CMS) Payments

• Use Electronic Client Payment with CMS Payments