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1. Click the Practice tab. 
2. In the left-hand navigation menu, expand Feature Settings.
   
   
   
   
3. Expand the Billing tab, and then click the ERA Processing Options tab. 

4. Select each setting you want to modify.
   
   

   Setting	Description
   Claim Matching Options	Select criteria to use to match claim identifiers with identifiers in DrCloudEHR. The system matches the original claim identifier by default.
   Service Line Matching Options	You cannot modify the current default settings.
   Denial Adjustment Reason Codes	Specify the status codes that indicate a claim was denied, and how DrCloudEHR should process denied claims. An ERA file containing the specified codes will be marked as denied.  Note that you must also select the Denied Adjustment Reason option from the Denied Service Options menu to enable the denial process.
   Denied Service Options	Specify how to process denied servicesunder what conditions a claim should be considered as denied. Denied claims appear in the Denials Manager.
   Move To Next Responsibility Options	Specify how when to process move claims that should be moved to the next level of responsibility, such as to the patient's secondary insurance provider.
   Reversal Claim Options	Specify how to process reversed claimsthe status that indicates a reversed claim.
   Denied Claim Options	Specify how to process denied claimsthe status that indicates a denied claim.
   ERA Handling Options	Specify how to post and allocate claim paymentsprocess incoming ERA files.

   
   

5. Click Save.

Configure Payer-specific Electronic Remittance Advice Processing Settings

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1. Click the Practice tab. 
2. In the left-hand navigation menu, click the Administrative tab, and then selectPractice.
3. Click the Insurances link under Practice Settings at the top of the page.
   
   
4. Click the ERA Settings button.
   
   
   
   
5. Click Add. 

6. Select each setting you want to apply.
   
   

   Setting	Description
   Setting Name	A unique name for the custom settings.
   Processing From and To dates	Optional date range during which to apply the settings.
   Claim Matching Options	Select criteria to use to match claim identifiers with identifiers in DrCloudEHR. The system matches the original claim identifier by default.
   Service Line Matching Options	You cannot modify the current default settings.
   Denial Adjustment Reason Codes	Specify the status codes that indicate a claim was denied, and how DrCloudEHR should process denied claims. An ERA file containing the specified codes will be marked as denied.  Note that you must also select the Denied Adjustment Reason option from the Denied Service Options menu to enable the denial process.
   Denied Service Options	Specify how to process denied servicesunder what conditions a claim should be considered as denied. Denied claims appear in the Denials Manager.
   Move To Next Responsibility Options	Specify how when to process move claims that should be moved to the next level of responsibility, such as to the patient's secondary insurance provider.
   Reversal Claim Options	Specify how to process reversed claimsthe status that indicates a reversed claim.
   Denied Claim Options	Specify how to process denied claimsthe status that indicates a denied claim.

   
   

7. Click Save.

Manage Insurance Contracts

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