When a user has an ERA file open, the ERA is considered to be "locked" and cannot be opened/edited by other users. ERA Locks allow you to view which user has an ERA locked and you can disable that lock if necessary. When an ERA is in use by another user, other users within the office can perform any of the following actions:
Edit the patient's record within the Patient section
Post patient payments, insurance payments (including ERA's), and account credits towards any claim except for the one that's associated with the ERA
Create new claims or edit existing claims except for the one that's associated to the ERA
Edit or view any existing claim except for the one that's associated to the ERA
Create new or modify existing appointments
- Modifications cannot be made to the claim associated to the ERA in use within Manage Accounts (i.e. editing payment details, or charge status) or the Claim section.
- Payments cannot be posted towards a claim that's associated to the ERA in use.