Remittance Reports
Remittance Reports is where you bring in insurance payment files (ERA 835) or paper EOBs, match them to claims, and verify so payments post. Use To verify for work in progress and Verified ERAs for finished groups.
Remittance Reports
| Check Date | Received Date | Deposit Date | Check/Trace # | Insurance Co. | # of Claims | ERA Paid | Global Adj | Billed | Patient Resp | Payment Method | Verification Status | ERA PDF |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| No remittance reports found. | ||||||||||||
Remittance Reports
| Check Date | Received Date | Deposit Date | Check/Trace # | Insurance Co. | # of Claims | ERA Paid | Global Adj | Billed | Patient Resp | Payment Method | Verification Status | ERA PDF |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| No verified remittance groups match your filters. | ||||||||||||
Upload ERA (835)
Select an ERA 835 file (.835, .txt, .x12, .edi, .era) to process remittance advice and update claim payments.
Insurance
ERA 835 File
What an ERA Is
An ERA (Electronic Remittance Advice), often called an 835 file, tells you what the insurance paid, adjusted, or denied for claims you submitted. Paper remits are entered as EOBs. Matching uses the claim number on the payment file.
To Verify vs Verified ERAs
To verify = remits not finished yet (Not Verified / Unverified). Verified ERAs = already verified or marked denied after review. Money and final claim statuses update when you verify—not only when the file is uploaded.
Upload ERA (835)
Upload a file such as .835, .txt, .x12, .edi, or .era. Choose insurance level: primary, secondary, or tertiary. Matched lines go to Remittance Reports; unmatched lines go to Unmatched ERAs. Wrong level is a common reason something does not match.
Add EOB or EOB Batch
Use Add EOB or Add EOB Batch when you have paper remittance instead of an electronic 835. Then review and verify like other remits.
Open Detail and Mark Verified
Open a remittance row, review claim and service lines, then Mark as Verified. The system posts payments and updates claim status to outcomes such as Paid In Full, Balance Due, Bill Secondary Insurance, or ERA Denied.
Filters and Table Columns
Filter by ERA/EOB type, trace number, received date, date range, and insurance. Columns include check date, deposit date, check/trace number, insurance company, claim counts, paid amounts, verification status, and PDF links when available.
Empty Remittance Lists
Nothing to verify usually means no new uploads or polls for this practice/location, or filters are too narrow. Confirm clinic and location in the header.