Skip to content

Classic: Recording ERA (Electronic Remittance Advice)

When you get your ERA from the insurance company, you'll want to zero out the patient's receipt by recording payments and any write-offs.

  • Go to the Patient's Receipt


  • Click New Payment


  • Enter the Amount


  • Enter the Category


  • Enter the Payment Method


  • Assign Treatment Line Item


  • Click Save

  • Click the receipt link to return to the Receipt

Feedback and Knowledge Base