In this guide we walk you through the View by Check option from the Insurance ERA’s tab.

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From the View By dropdown select the View by Check option.

When the View by Check option has been selected, you will now see the ERAs returned at a check level, which then expands into individual details.

On the ERA tab you have the ability to filter by ERA Status.

To learn more about the statues, view this guide. 

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In the Search box, you are able to search specific data with the check level information. 

• Payer Name
• Check Number
• Amount

When the View by Check  option is selected you will see the following columns containing the check level details.

These are the columns for the check level: 

Payer Name; # of Claims; Check Number; Amount; Paid Date; Received Date

When the dropdown arrow is selected, the details will expand, showing what individual ERAs are included in the check.

These are the columns for the client level:

Client; Date of Service; Proc. Code; Units; Adj Code/Amount; Charge; Allowed; Paid; Status

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Check line item include the 3 dots and it will display these options:

• Mark as Worked
• Post to all Claims

To learn more about what each item does, view this guide. 

Client line item include the 3 dots icon and it will display these options:

• View
• Mark as Worked
• Post Claim
• Archived

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To view details about a specific individual ERA just select a client line item from the list on the check line item to open the ERA.

Note: ERA will open on a new pop-up window. 

Click here to understand the ERA Detail Page

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