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ERA Manager – 5010 Changes TrainingERA Manager – 5010 Changes Training
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Introduction to New ERA Manager Functionality
• In response to the 5010 format, we have added the following features to ERA Manager:– The ability to view the format you are receiving your ERAs in by Provider TIN
and/or NPI – Please note the default format is 4010 at this time.
– The ability to select the format you want to receive your ERAs in by Provider TIN and/or NPI and Payer Id
– The ability to select the format you want to receive your ERAs in by Payer Id across your organization
– The ability to view the format the Payer is sending ERAs in to Ingenix
– The ability, at the time of enrollment, to select the format you want to receive your ERAs in
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Viewing the Format by Provider TIN/NPI
• 1 – Select the Provider you want to view the ERA format for
• 2 – Click on Show Associated Payers
• 3 – The format will display under the Format column
• 4 – The Format is displayed as a hyperlink
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Viewing the Format by Provider TIN/NPI cont…
• 1 – Click on the Payer
• 2 – Click on Show Associations
• 3 – The format for each Provider TIN/NPI associated with that Payer displays under the Format column
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Selecting Format by Provider TIN or NPI and Payer
• 1 – Select the Provider you want to change the ERA format for
• 2 – Click on Show Associated Payers
• 3 – The format will display under the Format column
• 4 – Click on the hyperlink of the format you want to change
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Selecting Format by Provider TIN or NPI and Payer cont…
• The “Format Preference” pop up will appear.
• 1 – The current format you are receiving ERAs in for that provider’s TIN or NPI will display
• 2 – Click on the arrow for the drop down to appear and choose the format you want
• 3 – Confirm the format you want by clicking on the arrow and choosing the format you want
• 4 – Click Submit to change the format
• 5 – Click Cancel if you make a mistake or change you mind. Your changes will not take effect.
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Selecting Format by Payer Id and Organization
• 1 – Click on the Change Format By Payer ID button
• The Change Format by Payer Id pop up box will appear (see next slide)
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Selecting Format by Payer Id and Organization cont…
• 2 – Input a Payer Id. Please note, if the Payer Id is not valid you will receive an error message
• 3 – Click on Search
• 4 – If you enter the incorrect Payer Id or change you mind, you can click on Cancel. No changes will be made.
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Selecting Format by Payer Id and Organization cont…
• 5 – Click on the drop down and select the Format you would like to receive for all Providers associated with the Payer
• 6 – Click on the Change Format button
• 7 – If you make a mistake or change your mind, click on the Cancel button. No changes will be made
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Selecting Format by Payer Id and Organization cont…
• The Change Format By Payer Id Results pop-up will appear.
• 8 – The number of records (Provider TINS and/or NPIs) that have been changed will display
• 9 – To return to the Provider tab, click Ok
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Viewing the Format the Payer Sends
• 1 – Format column
• 2 – Please note that some Payers will have a dual use period. They will send ERAs in both formats to Ingenix during this time.
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New File Upload Spreadsheet
• To accommodate the selection of the ERA format a new column has been added to far right of the spreadsheet called “Format”.
• If you would like to receive a 5010 format, please enter 5010 in this column.
• If left blank, we will default your format to 4010.
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New Column in File Upload Spreadsheet
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Thank You.