Add a Provider Level Adjustment Manually on an ERA

Depending on your office workflow, some users may need to make edits, to the provider adjustments on the ERA.

  1. Select Payment > ERA.

  2. Enter your Search Criteria.

  3. Click the Search button.

  4. Optional: Click the icon to edit your search criteria.

    Sort your search results. Visit our Reorder Table Columns Help Article for detailed steps on how to hide, rearrange or add header columns.

  5. Optional: You are also able to interact with an ERA by right-clicking in the row.

    1. Copy: Copy the selected row’s information to your clipboard.

    2. Start/Continue Review: Start or continue reviewing the ERA to apply the payment. Override Check Date: Override the check date. 

    3. View EOB: View the EOB associated with the selected ERA. 

  6. Select an ERA from the list or by using the Find in Table field. 

  7. Click Start/Continue Review.

  8. View the details of the payment.

  9. Any Provider Level Adjustments will be available in the Provider Adjustments field.

  10. Click the Show Details link to view the provider adjustment details or associate the adjustment with a claim.


  11. Click

  12. Enter the adjustment amount, date, reason, and reference ID.

  13. Click Done.

    Need to associate a provider adjustment with a claim(s). Visit our Associating Claims to Provider Level Adjustments Help Article for detailed steps on how to link/unlink them.

  14. If necessary Resolve any Errors or Warnings by clicking on the icon in the status column. Please reference our Errors, Warnings, Informational Messages & Alerts Help Article to learn more.  

  15. Once all errors have been resolved and you have reviewed the ERA, click the Apply Payment button to post your payment.  

Want to learn more about the additional actions buttons on the bottom of the screen? Visit our Additional Payment Actions Help Article.