Adding an Insurer and Enrolling for ERA

In order to submit e-claims in TheraPlatform, you first need to add the insurers you accept (work with). Some insurer payers require you to complete registration forms in order to work with them; you will be instructed by TheraPlatform if registration is required. 

In addition, some health insurance companies offer automatic payment posting, but not all of them do. If the health insurance you add in TheraPlatform offers this option, refer to step 6 in the below instructions.

This article will review how to add insurance and how to enroll for EOB/ERA.

Add health insurance (insurer) you work with in TheraPlatform

Step 1: Click on Settings.

Step 2: Click on the Billing tab.

Step 3: Click on the Insurers tab.

Step 4: Select Add Insurer.

Step 5: Input Insurer information.

You can search for specific payer by starting to type payer name or enter payer id in the "Select Payer" input box

Step 6: If the health insurance you selected offers automatic payment posting, you will see a message EOB/ERA Enrollment Available- YES. Mark yes if you wish to enroll for EOB/ERA and mark Enroll for EOB/ERA. The box for you to enter your signature will show. By signing it, you give TheraPlatform permission to sign you for EOB/ERA.

Step 7: Click Save Changes.

Note:  After you enroll for EOB/ERA on TheraPlatform, please be on the lookout for a notification from TheraPlatform informing you what are the next steps. Some insurance companies require additional paperwork. If additional action is required, you will receive a reminder in your ToDos in the Insurance section, next to "Action required for EDI" or "Action Required for ERA."

Once you select one of those Todos, you should be able to download the enrollment and follow the instructions on what the following steps are. Once you have completed the enrollment you can re-upload the completed form by clicking on the take action button.