How to archive an EOB/ERA.

 In DrChrono, we do not have the option to delete an EOB/ERA. However, we can archive them.

 In order to archive an EOB/ERA, Please follow the steps outlined below:

1. Hover over Billing.


2. Click on Remittance Reports.

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3. Enter the EOB/ERA number in the Trace # field.

 

5. Select the EOB/ERA number from the drop and click on the “Update” button.


6. Now, click on the blue EOB/ERA number, which appears as a hyperlink.


7. Click on Action and select Archive Transactions from the list.

This will archive the entire transactions in the EOB/ERA. 

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