Applying ERA Payments Manually in Practice Mate

If you're working in the Accounting tab and need to apply insurance payments, follow the steps below to review and apply it manually.

Before We Begin

This process is designed to assist with insurance payments only that have been electronically posted (eCheck/ERA Auto Post) or brought over from Add New Payment Deposit > Insurance (EOB/ERA).

Steps for Manually Applying Payments

1. Navigate to the Payment/Deposit List

• Go to the Accounting tab and select Payment/Deposit List.

2. Locate the Insurance Payment

• Find the payment with a description such as 'eCheck/ERA Auto Post' or a manually added insurance check. Click the check mark under the Apply column to begin.

3. View ERA/EOB Details

• Click the View EOB/ERA Details (Autopost) button. A pop-up window will open showing the details of the ERA. You’ll also see an Autopost button beneath each patient’s section.

4. Select the Patient

• Click the three-dot box next to Patient ID. Search and select the desired patient from the list at the top of the ERA details.

• Note: Only visits with an outstanding balance will display for the selected patient.

5. Autopost the Payment

• Click the Autopost button under the patient’s details. Amounts highlighted in red will automatically populate into the Payment and Adjustment columns.

6. Apply the Payment

• Click Apply to apply the payment and adjustment amounts entered and remain on this page. Click Update to apply the payment/adjustment amounts and return to the Payment list.

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