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If an insurance payer does not send ERA files through a clearinghouse, you might need to download the files directly from the insurance company. You can then manually upload the files from a local directory on your computer to DrCloudEHR. 

Note that Due to the amount of data being processed, the ERA process runs in the background, so that you can continue to use DrCloudEHR. The process generates a report in .html format that provides details on the process results.

Note: You must configure your web browser must be set to allow popup windows to post and process ERA files.

1. Click the Billing  tab.
2. Click  Payments in the left-hand navigation menu.

3. Click the ERA Posting tab in the Payments/Refunds page.

4. Start typing the name of the insurance company, and then select the company.
5. Click Choose File to upload the ERA file.
6. Click Process ERA. A pop up window listing the check numbers in the file displays.
7. Enter the values required to post the paymentSelect the checkbox for each check you want to include.
8. Click Process. The ERA process runs in the background. 
9. Click Offline Processed ERAs or Offline Reports to view the processing status.
   When the process completes, click the icon under Download/View to download a .zip file containing the report in .html format.

View ERA Processing Reports

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