Unapplied Claims

An unapplied claim is an ERA line item that Checkpoint received but does not know which client session to attach it to. This can happen for a few different reasons but is mostly because the information received does not match the system. Examples include different charge amount, incorrect name spelling, etc.

 

To apply a claim an unapplied claim, please follow the steps below. 

1. Hover on the Billing Menu-> Billing

2. Select ERA Batch Files

3. Select the  of the appropriate ERA File

4. Select the  for the claim you'd like to apply

5. At the top of the page, select the client from the drop down you'd wish to link the payment to

6.  Once the client is selected, the session will appear in the "Sessions" box

7. Make sure all information matches appropriately

8. Enter the payment in the "Pmt Applied" box

9. Click Apply 

***A few things to note***

• If the system does not populate a session, it is possible there is no session in the client's profile. 

• Unapplied claims are only listed on the ERA batch file page,  the ERA report and the payment report. It will not pull on a Claims Accounting Report since it is not attached to a session.