Posting Remittance Payments to External Claims

You can post payments to external claims if you recently moved to Claims Management from another billing system.

  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. Open the Post External Claim window using one of the following methods:
    • Click the link in the Claim Number column for a claim with (E) displayed.
      When a claim included in a remittance cannot be matched to a claim in Claims Management, an (E) displays next to the claim number to indicate the claim is an external claim.
    • Click the Find Claim icon (magnifying glass) next to a Claim Number and then click Post External at the bottom of the Find Claim window that opens.
      Use this method when you want the payment posted to an external claim even though the system matched the claim number to one found in Claims Management.
  6. Update the information in the Post External Claim window, as needed.

  7. Select the Match Only by Claim Number check box if you want the system to check for an existing external claim using the claim number only. If you do not select this check box, the system will use the claim number, service date, and carrier to find a match. If a match is found, the existing external claim will be updated with the posting. If no match is found, a new external claim will be created.
  8. Click Save.

    Encompass posts the payment and moves the claim to the Completed tab.