Use Auto Post

The Electronic Remittance Advice (ERA), or 835, is the electronic version of an explanation of benefits (EOB) sent from a payer and is routed directly to your Chart Talk database. Through our assisted ERA payment posting feature, Chart Talk guides you through allocating the insurance payment, adjustments and reconciling appointment billing.
While Chart Talk does a lot of the work for you, you will always have control over posting the payment. Once Chart Talk scans the ERA, you have the opportunity to review the information and choose to accept the payments and adjustments provided.

• Click Chart Talk Logo- to bring you to the main navigation menu
• Locate and click on ‘Auto Post’

The ‘Processed Claims’ screen will open. This screen will show all the claims that have received an electronic response from insurance payers (835).

You can filter by Claim #, Patient last name, first name or check #
RECOMMEND: for bulk checks or checks with multiple patients we recommend filtering by check after filtering will allow you to work with patients only in that check to quickly and easily apply payments.

• You can view details of the remittance by clicking ‘i’ symbol under actions.



• The Response details will open.
1. Payer Name: Payer name as it appears on the 835 response
2. ClaimID: Chart Talk unique claim #
3. Check: Insurance check # as it appears on 835 Response
4. Patient Name
5. Payer: payer name will always default to primary. You can select from the drop down if the payer is other than primary payer.
6. Date: Select the date you want shown in manage payments and on daily reports as date payment taken. Note: defaults to today’s date
7. Active Payers: Will display how many payers are active for a selected patient
8. Date of Service: shown will be date of service the open response is for
9. Payment Type: Select how the payment was received and how you would like the payment to be shown in manage payments and daily reports. NOTE: defaults to direct deposit
10. Select All: Select all available payments adjustments. NOTE: Selects finished. Finished will mark all remaining balances as patient responsibility
11. Is Processed: Yes or No if payment line item as been applied
12. CPT Code
13. Amount Charged: Fee charged for service listed in “CPT Code” column
14. Amount paid: Amount paid by payer. Note: You may apply $0.00 payments if you would like to show in manage payments
15. Payment: Check box available to select to apply amount in “amount paid” column
16. Adjustment: Check box(es) available to select to apply adjustment types. NOTE:Finished will mark all remaining balances as patient responsibility. If all ALL codes marked as “finished” will put claim in finished status in the billing screen.

Apply Payments- will Apply any of the selected payments and/or adjustments.

Claim Status: 1- Processed as Primary , 2- Processed as Secondary, 19- Processed as primary, forwarded to secondary.

Secondary Claim Submission:
If claim status is processed as primary (1), and patient has active secondary payer, option to submit secondary will pop-up. Follow prompts.


No- Pop- up will close. Auto-Post will return to main screen.

Yes- Will launch the secondary claim tool.



Select Payer
Check/Uncheck the CPT codes to submit on claim
Select claim type- electronic,paper, download 837.

The Check Input Tool is useful when manually entering in payments for multiple dates of service and multiple patients on a single EOB.

• Click Chart Talk Logo- to bring you to the main navigation menu
• Locate and click on ‘Auto Post’
• Click ‘Check Input’. It is located on the upper right of the auto post screen.

Select/Enter

Insurance selection drop down menu. This is the name that will appear in a patients account for who paid

Check Number

Total payment amount – This amount will be used as a final check when applying payments. If total does not reconcile with individual payments, the function cannot be completed

Payment Type- Insurance Check, Direct Deposit, Insurance CC

Date: Date on Check

Data Input Fields

Patient – Select patient name

DOS – All charges not set to patient responsibility are available from oldest to newest

Payment – Total payment for charge

Adjustment – Adjustment for charge

APT Balance- Amount of patient credit to apply to charge.

Finished – Will assign the remainder of balance as patient responsibility

Add – Adds record to box below

Total- Total payment amount made to selected charge

Balance due remaining on the selected charge

Credit Bal- Any amount of credit the patient is carrying when patient account was loaded.

Cloumn Details

Patient Name

DOS/Charge

Payment amount

Adjustment

APT Credit

Finished- ‘finished’ box checked will assign the remainder of balance as patient responsibility

Delete charge – use this if you need to edit a line item and re-apply it

Total Payment – Sum of all payments in the payment list

Total Adjustment – Sum of all adjustments in the payment list

Total Apply APT Amount – Sum of all patient credit payments applied in the patient list

Save Progress- Save the details of the check to the ‘Saved Checks’ tab to be completed later.

Apply Payments – Once the Total Payment(15) is equal to the check amount (3) payments will be applied to all accounts when clicking this button.

Saved Checks Tab

Filters
1. Check No – Filter list by check number
2. Payer – Filter list by Payer
3. Check Staus – By default, filter is set to Not Applied

Buttons

4. Filter – Apply filter value to list
5. Reset – Clear filter values

Columns – Values from saved check data

6. Check Date
7. Check No.
8. Amount
9. Payment Type
10. Total Patients
11. Applied
12. Pencil – Loads check details to Check Input tab to continue editing