Manually Upload an ERA

Who can upload ERA files?

Users with the ERA Auto Apply permission and the ERA Upload permission.

Certain payers don't work with clearinghouses to send electronic remittances (835 files) and Instead, our users receive the files manually. This new feature allows customers to manually upload 835 files received outside of the clearinghouse connection within the ERA screen in order to auto-apply files.

  1. Select Payment > ERA.

  2. Click the Upload ERA button.

  3. Use the From Payer field to select the payer associated with the ERA.

  4. Use the To Provider field to select the provider associated with the ERA.  

    Select the Provider with the submitter number from the ERA. IF the customer has multiple providers all with the same submitter number it doesn't matter which one is selected for the ERA Upload.

  5. Use the File to Import field to select the file to upload.

  6. Locate the file(s) you would like to upload from your computer.

  7. Click Upload.

  8. Click OK when the “ Your ERA has been successfully uploaded. Search for ERA files received today to view or apply the ERA.” pop-up displays.   

    Important: Standard ERA fees will apply.  ERA files must contain valid and complete information as specified in the 835 X 12 ANSI guide and must be in a ".txt" file format. 

    For More information visit our Manually Uploading ERA's FAQs.