Editing Remittance Details

From the Remittance Details window, you can edit the Carrier, Deposit Date, and Payment Type for remittances. Before you can post a remittance, you must enter a deposit date that does not occur within a month that has been closed. You must have the Edit Carrier Checks security permission to edit remittance details.

You can edit remittances with the Ready to Review, In Review, and Posted status. Remittances with Posting status can be edited only if there are posting errors that need correction.

1. On the top menu bar in Encompass, click Claim Management and select Claim Management.
2. On the top menu bar in Claim Management, click Process Payments and select Electronic Remittance Payment.
3. Search for a remittance with the Ready To Review or In Review status. For more information on searching for remittances, go to Searching for Remittances (ERA).
4. Click the link for the remittance in the Remittance # column.

   The Remittance Details screen opens. The Not Applied tab includes all the claims in the remittance that need to be processed.

5. Click Edit Details.
6. Enter or select a Deposit Date.
7. Change the Carrier and Payment Type, if necessary.
8. Click Save.