To see information for the ERA Tab, review the ERA – Electronic Remittance Advice – ERA Tab article.
The Unapplied File Payments Tab is a notification queue of all payments from posted ERAs that were marked Unapplied.
Click on Billing | ERA | Unapplied File Payments tab
Batch Action: allows multiple payments to be selected and Marked as Reviewed at once
Start Date/End Date: filters unapplied payments by date received
Search field: can filter by identifier, description, or patient ID
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Column Headers
- Date: the date of the ERA
- Payer: the insurance company for the payment
- Check/EFT #: the check or EFT number for the payment
- Amount: the total payment amount
- Unapplied: the amount of the payment that was unapplied
- File: the name of the file for the payment
- Payment Date: the date of the payment
- Status: Valant will assign a status of new to the unapplied payment. This can be changed in the Action option.
Arrow to the left of the date: when selected, a list of individual amounts within the ERA will display. The information available will determine the information displayed under each of the following headings.
- Provider ID: Provider ID
- Identifier: insurance reference number from the ERA file
- Description: missing information description
- Amount: amount of the individual payment that was not posted
- Patient ID: Patient identifier
- Billing ID: ID for the individual transaction code
- Date: Date of Service
- Transaction Code: transaction code for payment
Action Drop Down Options
- Mark Reviewed: method of reconciliation and filtering of unapplied payments
- Show History: list history of the unapplied payment
Note: Once the payment is out of this notification queue, it can be viewed in the Unassigned Payments Report located in System Reports | Billing Reports drop down list.
