You must verify your practice uses RevClear before completing the instructions noted below.
- Access Admin > General > Practice Preferences > Practice Claims Preferences.
- In the field for Clearinghouse, RevClear displays if your practice is currently signed up for this service.
Instructions
Practice Level Setup
- Access Admin > General > Practice Preferences > Additional Preferences > Accounting.
- Beside Allow ERA Auto-Posting, click 'Yes.'
- Click 'Save.'
- Access Admin > RevolutionEHR Solutions > RevClear.
- In the ERA Auto-Posting Task Assignment section, select a user role group from the dropdown menu, or, click the checkbox beside the employee(s).
- Click 'Save.' Note: If you are a multiple location practice, continue with Optional Payment Consolidation below. If you are a single location practice, continue with Location Specific Setup.
Practice Level Setup - Optional Payment Consolidation
Multiple location practices can select to consolidate their payments. If you do not want your payments consolidated, there is no action required, continue to Location Specific Setup.
- Access Admin > General > Practice Preferences > Additional Preferences > Accounting.
- Beside ERA Auto-Posting Payment Location Consolidation, click 'Yes.'
- Click 'Save.'
- Access Admin > RevolutionEHR Solutions > RevClear.
- In the field for Default Payment Location, select the appropriate practice location.
- Click 'Save.'
Location Specific Setup
If your location has different RevClear credentials than your practice, complete the following.
- Access Admin > RevolutionEHR Solutions > RevClear.
- Click the + icon.
- In the New Credentials modal, input information into the fields and check the box for Auto-Posting.
- In the ERA Auto-Posting Task Assignment section, select a user role group from the dropdown menu, or, click the checkbox beside the employee(s).
- Click 'Save.'
- Log out and log in to see the changes associated to the setting.
Additional Information
- RevClear: Auto-Posting Adjustment Code Associations - Practice Level
- RevClear: Auto-Posting Adjustment Code Associations - Insurance Company Level