The Deposit window has three main purposes:

  1. New Deposits: This is where you will create new deposits, whether you’re manually posting EOB’s, importing ERA’s, importing patient payments, or entering payments patients have made on their statements. Learn more.
  2. Review and Approve Deposits:  This is where you will “Send to Posting” any deposits (including ERA’s) that are ready to go through the system’s automated posting process. Please note that there is a company setting to automatically send all incoming ERA’s to posting, in which case they would skip this part of the process entirely.  Learn more.
  3. Fix Deposit Errors:   There are some scenarios that may generate an error when a deposit is received.  This screen will help you identify and fix these errors so that the deposit can continue through the process. Learn more.