The EOB/ERA tab in your Billing is the central work queue for ALL remittances.
(Note: each individual Invoice also has its own EOB/ERA tab that show only the EOB/ERA records for that specific claim).
When an ERA comes in from the clearinghouse, NikoHealth tries to match it to the correct Payer and remit ID. It then lands in this EOB/ERA queue with a specific status (Failed, Processed, New).
What happens next is controlled at the Payer level, based on your settings under the "Auto Post ERA" option in Payer Details.
If Auto Post ERA = ON | New ERAs that can be matched will land in the EOB/ERA tab, get automatically sent to the Payments queue, and then auto-applied against the appropriate Invoices based on the remit details. |
If Auto Post ERA = OFF | New ERAs will stay in the EOB/ERA queue with a status of "New". Users can open and review the remit right there, and manually post from the EOB/ERA queue (instead of the system auto-posting). This is useful for payers where you don’t trust the data, want to review all remits before posting, or are in a go-live / validation phase. |
Regardless of the auto post setting, if the system can’t match the ERA (payer not found, remit ID mismatch, etc.), the record sits here in a "Failed" status and has to be manually connected:
Work the queue with Status = Failed
Use the blue link/paperclip, select the correct payer, and save → then it drops to the Payments queue.
Other things you can do from this tab
View / download:
Open the EOB PDF (human-readable) or download it.
Open/download the ERA (835) file if someone needs the raw remittance file.
Import ERAs:
You can import 835s from another system and have NikoHealth attach and post them from this same EOB/ERA area.
Export / share:
You can export the ERA/EOB out of Niko (e.g., to help another system finish legacy AR).
The page itself has been redesigned and now includes a permission-gated option to delete ERA/EOBs when needed.