ERA Match with Claim
If Open Dental can't automatically find matching claims for an ERA, when you will be prompted to find the correct claim.
When attempting to automatically match an ERA with a claim, Open Dental looks for this criteria:
Claim identifiers are viewable on the Edit Claim - Misc Tab.
Click Find to search for a patient.
Use the filter criteria to narrow down the search results.
Click Refresh to filter results, then select the correct claim from the list.
The Procedure Matching Details will show a list of procedures on the selected claim. If they match the ERA, they will show in green. If they do match the ERA, they will show in red.
Once the correct claim is selected, click OK to continue processing the ERA.