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

5. Select each setting you want to modify.
   
   

   Setting	Description
   Claim Matching Options	Select the option criteria to use to match claim identifiers with identifiers in the systemDrCloudEHR. 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 adjustment denial status codes that indicate the 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	Select one or more options that indicate a service is deniedSpecify how to process denied services.
   Move To Next Responsibility Options	If the patient has multiple insurance providers, specify the conditions that determine when to move the claim Specify how to process claims that should be moved to the next level of responsibility, such as to the patient's secondary insurance provider.
   Reversal Claim Options	Select one or more options that indicate a claim is reversedSpecify how to process reversed claims.
   Denied Claim Options	Select one or more options that indicate a claim is denied.

6. Click Save.

7. Specify how to process denied claims.
   ERA Handling Options	Specify how to post and allocate claim payments.

   
   

8. 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.
   
   

   the option the system

   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 adjustment denial status codes that indicate the 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	Select one or more options that indicate a service is deniedSpecify how to process denied services.
   Move To Next Responsibility Options	If the patient has multiple insurance providers, specify the conditions that determine when to move the claim Specify how to process claims that should be moved to the next level of responsibility, such as to the patient's secondary insurance provider.
   Reversal Claim Options	Select one or more options that indicate a claim is reversedSpecify how to process reversed claims.
   Denied Claim Options	Select one or more options that indicate a claim is deniedSpecify how to process denied claims.

   
   

7. Click Save.

Manage Insurance Contracts

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