How to auto set a billing status when ERA is received and patient paid the balance in full?

Edited

  Enabling Auto set Billing status will help offices change the billing status automatically when they receive an ERA from a payer. The Billing status will change to ERA Received, ERA Denied, Internal Review, Balance Due and Paid in Full depending on the information received from the payer on the ERA. 

   For manual posting, our system will auto set the billing status once the transaction(s) is posted and the appointment is saved.

 

To enable the settings, follow the steps below:

1. Hover over the Account tab and select Account Settings:

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2. On this page, select the Medical Billing tab:

Screen_Shot_2020-11-30_at_10.55.09_AM.png

 

3. Please scroll down to the Miscellaneous section. In this section, you will see three check boxes for Auto Set Billing Status. Select the ones that you require and click on Update Entire Profile to save the changes.

 

a). The first check box will automatically set the billing status of your claims when the account receives and posts an ERA.

b). The second check box will automatically set the billing status of your claims when the insurance and patient payments are posted manually in the billing details screen.

c). The third check box will automatically set the billing status of your claims when the patient payment is applied from the patient payments screen.

 

 

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