Apply a remittance check

Automatically apply a remittance check

  1. Select Payment > ERA.

  2. Enter your Search Criteria.

    1. Place a check the Included applied checkbox to include already posted ERAs.

    2. Use the ERA Received Date option to filter your results based on when the ERA was received by CMD. 

    3. Use the Other Search field to filter your results based on the check#, Patient Last Name or TCN#.

    4. Use the Payer Name field to filter your results based on the payer name associated with the ERA.

    5. Use the Check Date option to filter your results based on the check date on the ERA.

    6. Use the Check Amount to filter your results based on the check amount on the ERA.

  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 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 and click the Start/Continue Review button.

  7. View the details of the payment. Click the Edit link to edit these details.


    1. Use the Payment By option to change the payer associated with the payment.

    2. Use the Payment From field to enter who the payment is from. This can be used for reporting purposes.

    3. Use the Payment Amount field to change the amount of this payment.

    4. Use the Received/Check Date option to change the date when the check was received. 

    5. Use the Source option to edit the payment type.

  8. You are able to click on a row to view a more detailed page on the charges for that specific claim.

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

  10. Other Available Actions:

    1. Save and Apply Later: Saves your progress on the ERA allowing you to return later and apply the payment.

    2. Restart ERA: Restarts all applied amounts and resolved errors.

    3. Track: Track any claim or payment associated with this ERA.

    4. View EOB Report: View the EOB associated with this ERA.

    5. Documents:  View or associate any new documents.

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

Mark a remittance check as "applied"

In the event an ERA has been applied manually, you are able to mark the ERA as applied by following the steps below.

  1. Select Payment > ERA.

  2. Enter your Search Criteria.

    1. Place a check the Included applied checkbox to include already posted ERAs.

    2. Use the ERA Received Date option to filter your results based on when the ERA was received by CMD. 

    3. Use the Other Search field to filter your results based on the check#, Patient Last Name or TCN#.

    4. Use the Payer Name field to filter your results based on the payer name associated with the ERA.

    5. Use the Check Date option to filter your results based on the check date on the ERA.

    6. Use the Check Amount to filter your results based on the check amount on the ERA.

  3. Click the Search button.

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

  5. Locate an ERA from the list. 

  6. Place a check in the box under the Applied column.

  7. This payment will now be marked as Manually Applied.