Applying Payments in Practice Mate

To process ERA payments as efficiently as possible through Practice Mate's Auto-Post feature, follow the steps below.

Before We Begin

This process requires that the Auto-Post feature is enabled in your account preferences. To verify or activate this feature, navigate to Manage Office, then Preferences, and check the boxes for Opt-In To Auto Post ERA and Opt-In Auto Insert Checks. Then click Update to save your changes. Enabling these options is not required to use the Auto-Post feature—it is optional. If the boxes are left unchecked, users will have manual control over when ERA payments are added to the payment list. If the boxes are checked, ERA payments will be automatically added to the payment list as soon as they are posted to the account by Office Ally.


Please Note: If your ERA includes any negative (–) amounts, this may indicate an insurance takeback. These ERAs cannot be processed by Auto-Post and may need to be manually added and applied from Add New Payment.

Steps to Apply Insurance Payments Automatically

1. Auto-Post ERA Tab

• Navigate to the Accounting tab and click on the Auto-Post ERA tab.  

2. View ERA

• Click on the check number associated with the payment you’d like to review. This will open the ERA and allow you to review the payment details.  

3. Expand the ERA  

• Click the ‘+’ symbol to expand the check and view all line items.

4. Select ERA Details

• You can select individual, multiple, or all line items within a check you would like to apply.

5. Click Auto-Post to apply Payments and Adjustments for the selected line items

• Click Auto Post, located next to the Cancel button.

6. Confirm and Proceed

• Click Proceed to apply the payment automatically.

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