Recording ERA Payments in Practice Mate

If you’ve received an ERA (Electronic Remittance Advice) and need to record the payment in Practice Mate, follow the steps below to ensure accurate processing and tracking.

Steps to Record an ERA Payment:

Once logged into Practice Mate, click on the Accounting tab to access payment management tools.

• Click Add New Payment/Deposit to begin entering a new payment.

• When prompted to choose the type of payment, select Insurance (EOB/ERA) to record an insurance-based remittance.

• A list of available ERA checks will appear. Scroll through the list and click on the check you'd like to post.

• Confirm and select the insurance payer that issued the ERA check. This ensures accurate allocation to the correct payer.

• Click Process Payment.
  On the following screen, you’ll be prompted to choose the payment method (Cash, Check, Credit Card, or eCheck). If Check is selected, the Check Date, Check Number, and Payment Amount will be pre-filled automatically based on ERA data.

• After reviewing the payment details, click Submit to save and finalize the ERA payment posting.

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