Proprietary and Confidential. Do not distribute. 1 ERA Manager – 5010 Changes Training

Proprietary and Confidential. Do not distribute. 1

ERA Manager – 5010 Changes TrainingERA Manager – 5010 Changes Training


Introduction to New ERA Manager Functionality

• In response to the 5010 format, we have added the following features to ERA Manager:– The ability to view the format you are receiving your ERAs in by Provider TIN

and/or NPI – Please note the default format is 4010 at this time.

– The ability to select the format you want to receive your ERAs in by Provider TIN and/or NPI and Payer Id

– The ability to select the format you want to receive your ERAs in by Payer Id across your organization

– The ability to view the format the Payer is sending ERAs in to Ingenix

– The ability, at the time of enrollment, to select the format you want to receive your ERAs in


Viewing the Format by Provider TIN/NPI

• 1 – Select the Provider you want to view the ERA format for

• 2 – Click on Show Associated Payers

• 3 – The format will display under the Format column

• 4 – The Format is displayed as a hyperlink


Viewing the Format by Provider TIN/NPI cont…

• 1 – Click on the Payer

• 2 – Click on Show Associations

• 3 – The format for each Provider TIN/NPI associated with that Payer displays under the Format column


Selecting Format by Provider TIN or NPI and Payer

• 1 – Select the Provider you want to change the ERA format for

• 2 – Click on Show Associated Payers

• 3 – The format will display under the Format column

• 4 – Click on the hyperlink of the format you want to change


Selecting Format by Provider TIN or NPI and Payer cont…

• The “Format Preference” pop up will appear.

• 1 – The current format you are receiving ERAs in for that provider’s TIN or NPI will display

• 2 – Click on the arrow for the drop down to appear and choose the format you want

• 3 – Confirm the format you want by clicking on the arrow and choosing the format you want

• 4 – Click Submit to change the format

• 5 – Click Cancel if you make a mistake or change you mind. Your changes will not take effect.


Selecting Format by Payer Id and Organization

• 1 – Click on the Change Format By Payer ID button

• The Change Format by Payer Id pop up box will appear (see next slide)


Selecting Format by Payer Id and Organization cont…

• 2 – Input a Payer Id. Please note, if the Payer Id is not valid you will receive an error message

• 3 – Click on Search

• 4 – If you enter the incorrect Payer Id or change you mind, you can click on Cancel. No changes will be made.



• 5 – Click on the drop down and select the Format you would like to receive for all Providers associated with the Payer

• 6 – Click on the Change Format button

• 7 – If you make a mistake or change your mind, click on the Cancel button. No changes will be made



• The Change Format By Payer Id Results pop-up will appear.

• 8 – The number of records (Provider TINS and/or NPIs) that have been changed will display

• 9 – To return to the Provider tab, click Ok


Viewing the Format the Payer Sends

• 1 – Format column

• 2 – Please note that some Payers will have a dual use period. They will send ERAs in both formats to Ingenix during this time.


New File Upload Spreadsheet

• To accommodate the selection of the ERA format a new column has been added to far right of the spreadsheet called “Format”.

• If you would like to receive a 5010 format, please enter 5010 in this column.

• If left blank, we will default your format to 4010.


New Column in File Upload Spreadsheet

Thank You.

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Proprietary and Confidential. Do not distribute. 1 ERA Manager – 5010 Changes Training