Remittance Advice FAQs

Below are some popular questions and answers about remittance advice in Checkpoint EHR. 

Q: What is "remittance advice"?

A: Remittance Advice is a response file from the payer that tells the organization which claims were paid, denied, and why. 

Q: Is an EOB the same thing as remittance advice?

A: As it relates to Checkpoint, yes! There are numerous names for remittance advice that are often used interchangeably. These include RA, ERA, EOB, EOP, .835, remit, and remittance advice. Technical differences exist between the names above, but all will provide the same information. 

Q: Which type of file does Checkpoint receive?

A: Payers will send Checkpoint a .835 file. This is the technical name for the remittance advice. Checkpoint will read this technical file and turn it into an easy-to-read format. 

Q: Where can I find the remittance advice in Checkpoint?

A: Remittance advices are located under the Billing menu-> Billing-> ERA Batch Files. 

Q: How do these files get to Checkpoint?

A: During your onboarding, you provide us with a list of insurance payers you are contracted with. Customer Success staff then obtain the appropriate paperwork from the payer to establish a remittance connection. Just be sure to reach out to our Success team if you start to bill any additional payers. 

Q: Are EFT and ERA the same?

A: No. EFT refers to Electronic Funds Transfer or direct deposit. Most payers will send a paper check unless EFT is set up with them. Providers are responsible for setting up EFT directly with the payer. Checkpoint will only set up the ERA (electronic remittance advice) portion. Occasionally, EFT is required to set up ERA. 

Q: I do not see any ERA files under the billing menu. Why?

A: Each payer has different timeframes for approval of the remittance connection paperwork (a.k.a. EDI paperwork). The connection can take anywhere from 1 week to 2 months to establish. Checkpoint will not receive a remittance file until the paperwork is approved, AND you receive a payment after the connection approval date. 

Q: ERA files stopped showing in Checkpoint or am I missing an ERA file. Why?

A: Numerous situations can stop ERA files from populating in Checkpoint or create a situation where one file is missing. Often, the issue is at the payer level, but we can help correct it. Email [e-mail] and include the missing check date, number, and amount.