ERA - View ERA Payments

This will display ERA files delivered by a partnered clearing house or uploaded from other 3rd-Party clearinghouses.

ERAs can be accessed by doing the following:

Click on Billing | ERA

  1. Between Fields: filters ERA files by date received.
  2. Check/EFT # Field: filters ERA files by check/EFT number.
  3. Show Processed Payments Checkbox: If checked, displays previously processed and bypassed ERA files for review.
  4. Upload ERA 835 File Button: allows upload of ERA files from non-partnered clearinghouses.
  5. Next Button: begin posting ERA payments.

The Action button has various features, as follows:

Click Next to begin posting ERA payments

  • Payment Date Field: indicates the date of the payment.
  • Payment Type: shows how the payment was made to the practice
  • Payer Contact Button: displays the payer's contact information as contained in the ERA file.
  • Denials Report: to locate denials quickly in order for corrections to be made. 
  • View EOB: this Feature allows users to view an EOB via a downloadable PDF.
  • Exceptions Report Button: displays exceptions information for unassigned payments contained in the ERA file.
  • Legend: displays a definition of various colors in the Payment List.

  • Adjudication Date Field: indicates the date the claims were adjudicated by the payer.
  • Payer Field: indicates the name of the payer as contained in the ERA file.
  • Reference # Field: indicates the payer reference number.
  • Amount Field: the total payment amount.
  • Unassigned Amount Field: the total amount of unassigned payments contained in the ERA file.

A list of payments and adjustments for each charge displayed in a color-coded view, referenced in the legend.

Below will be listed the definitions for each section on the line item highlighted in red

  • Apply Radio Button: this will apply the line item into the system (Recommended)
  • Ignore Radio Button: choosing this will exclude the line item details from being processed.This is to allow $0 response lines, incorrect or invalid adjustments from the payer to be ignored.
  • Unassign Radio Button: this should only be used for payments that cannot be matched up with transactions in the system and will result in the payment appearing on the Day Sheet as a deposit. Unassigned payments will only appear on the "Unassigned Payments" report (after appearing once on the daysheet). They won’t appear on productivity or payment reports.

  • ID: indicates the Billing ID of the charge. If there is no automatic match, use the action button. This is also a link to View/Edit charges for this service line.
  • Patient ID: indicates the Patient ID. If there is no automatic match, use the action button.
  • Date: indicates the date of service.
  • Insurance: Lists if insurance is primary or secondary
  • Tx. Ins. Name: name of the payor
  • CPT Code: indicates the CPT Code used for the charge.


  • Charge: indicates the charge amount.
  • Payment: total amount of payments that will be applied to this transaction.
  • Partial: any line item can be marked as a partial payment. This indicates the payer’s responsibility has not been fully met.
  • Copay: indicates the patient copay amount for the service.
  • Con. Adj.: the amount of adjustments for this transaction.
  • Other PR: indicates the total patient responsibility other than copay.
  • Prev Pay: the total amount of payments that have already been applied to the charge indicated in the ID Column.
  • Balance: the remaining balance after the payments/adjustments are applied

  • Show Details: this will show more detailed information about this specific charge
  • Match Manually: able to match this payment manually to an existing charge within Valant
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