Basics of Posting Encounters, Claims, ERAs & Statements

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Step 1: Provider signs off the Progress Note in the EHR and an Encounter is created

Step 2: Post Encounters

Step 3: Submit or print claims

Step 4: Post ERA or EOB when it comes back

Step 5: Submit or print claims for any secondary/tertiary payers (if applicable)

Step 6: Apply any previously collected patient payments toward the balance from the Insurance Payment screen

Step 7: Issue a Statement to the patient for any remaining balance