Search for a Deposit

The Deposit Search window allows a user to search for any deposit in the application. You may choose to use the Quick Search to search by Deposit ID, Check/Trace ID, or Payer Name, or you may use the Advanced Search for additional options.

Default Deposit Search

When you load the Deposits window, the application will perform the default search, identifying all Deposits that contain errors or that require posting.

Find a Deposit using the Quick Search

The Quick Search feature allows a user to type in some basic information to find matching deposits.  A user can search by the Deposit ID, Check/Trace ID, or Payer Name.  It is important to note, that when using this search, the system will return all results where there is a match in ANY of these fields. 

  1. Type your search term in the large box at the top of the screen.
  2. The search will begin after typing in the first three characters.  You can also click the Search icon or press Enter on your keyboard.
  3. The results will be displayed.

Find a Deposit using the Advanced Search

The Advanced Search feature allows a user to enter many specific criteria to find the exact deposit or deposits that meet the specified criteria.


  1. Click the Advanced Search button from the toolbar
  2. Enter the search criteria.  
    • Commonly Used
      • Deposit ID: Unique ID assigned to each deposit created
      • Deposit Date:  Deposit start and end date range
      • Check/Trace ID: Check number/trace ID for the deposit
      • Model: The financial model of the deposit, with the following potential values:
        •  Legacy: Indicates a deposit created before the new process, which must be opened from the legacy Payments screen.
        • Converted: Indicates an EOB that had already been created but not posted during the payment posting release--thus, it was converted to the new model, but required some manual intervention to post adjustments.
        • Standard: Indicates a standard Deposit, created since the new payment posting process was released.
    • Payer
      • System ID:  Unique ID assigned to a payer in the application
      • Payer Name:  Name of the payer linked to the deposit
      • ERA Payer:  Name of the payer as displayed on the ERA (may be different than the payer linked to the deposit)
      • Primary ID:  The ID used to identify the payer with the Clearinghouse.
      • Financial Class:  The financial class assigned to the payer that is connected to the deposit
    • Deposit
      • Amount:  The total amount of the deposit
      • Issued Date:  The issue start and end date range
      • Created Date: The actual date that the deposit was created in the application
      • Payment Method: The payment method assigned to the deposit
      • Payment Type: The payment method assigned to the deposit
      • Status:  The current status of the deposit.  Options include New, Ignore, Sent to Posting.
        • New:  Newly received deposits that have been received.  Payments have not yet been posted.
        • Ignore (shown in gray):  Deposits that will not be sent to posting because they are not needed.
        • Sent to Posting (shown in green):  Deposits that have had 1 or more of the payments posted to patient accounts.
      • Posted:  This shows the disbursement status of the deposit, with the following potential values:
        • Disbursed: Every deposit claim on the deposit has been successfully posted. 
        • NOT Disbursed: At least one deposit claim has not yet been disbursed from the deposit. 
        • Disbursed with Credits: This deposit claim was disbursed, but created credits on at least one deposit claim.
        • Deposit is currently being Disbursed: This deposit is in the process of being disbursed.
      • Type:  This represents the type assigned to the deposit.  Options include:  ERA, Import, Payer, and Statement.
      • Owner:  This represents the user assigned to the deposit.
    • Import
      • ERA ID:  The unique ID assigned to an ERA when it is received
      • File Name:  The file name of an imported ERA
    • Unresolved Errors
      • Any Error:  Deposits may contain many types of errors.  If any errors exist at all, this search option will find those deposits.  This is the default search used when the deposit window is opened.
      • Deposit Errors:  If an error exists at the deposit level, this search will be used to find deposits with these types of errors only.
      • Claim Errors: If an error exists at the claim level, this search will be used to find deposits with these types of errors only.
      • Procedure Errors: If an error exists at the procedure line level, this search will be used to find deposits with these types of errors only.
  3. Click Search