The Deposit window has three main purposes:
- 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.
- 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.
- 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.
