📝 Overview
In this guide, we will cover processed ERAs in ChiroHD: what a processed ERA is, how it is created, how to view the EOBs generated from a processed ERA, the steps to review and finalize those EOBs, and the key features available on the EOB screen. Use this as a reference for efficiently handling ERA-driven payments within ChiroHD.
What is a Processed ERA?
A Processed ERA is a file ChiroHD successfully read and converted into one or more EOBs. Each insurance check inside the ERA becomes its own EOB — and those EOBs move into the Pending EOBs section of the Insurance Dashboard, where your team reviews and finalizes them.
The Processed tab in the ERAs section is a reference view. It shows all ERA files that were successfully converted so you can look up historical files when needed.
Two reminders that carry through this entire workflow:
One check = one EOB. A single ERA file can contain multiple checks, and each becomes its own EOB.
ChiroHD allocates payment information automatically — it does not post automatically. Nothing posts to a patient's ledger until your team finalizes the EOB.
Viewing a Processed ERA
On the Processed tab of the ERAs section, each row has a View EOBs button. Clicking it opens the EOBs relating to ERA modal, which lists every EOB generated from that specific ERA file.
Each EOB in the modal shows:
Check Number
Check Amount
Memo
Manually Entered (flag)
Finalized (flag)
Posting Date
Marked Incorrect (flag)
Marked Incorrect Reason
EOBs flagged as incorrect are highlighted in a warning state so they're easy to spot.
Reviewing and Posting an EOB
All EOBs waiting for review live in the Pending EOBs section of the Insurance Dashboard.
Find the EOB you want to work on and click Review and post EOB.
If you see Resume instead, that's a manually created draft EOB without an attached ERA file — the flow is the same.
Clicking Review and post EOB or Resume will open the EOB posting screen.
For ERA-generated EOBs, ChiroHD automatically fills in:
Payer name
Service date range
Payment type (defaults to Insurance Check — update this if the payment came in a different form)
Check number and check date
Check amount
Line-item allocations for each patient and service
The Memo field must be filled in manually — it is not pre-filled from the ERA.
Additional Features on the EOB Posting Screen
Duplicate Check Number Warning — if the check number you entered already exists on a finalized EOB in the system, ChiroHD will display a warning before you can finalize. The warning shows the posting date, check amount, and the user who posted it. Review this carefully before proceeding.
Unlock all line items — a toggle on the posting screen that unlocks all line items at once. Useful when you need to adjust how allocations were distributed across services on an ERA-generated EOB, where some line items may be locked after auto-allocation.
Save — saves your in-progress work and returns the EOB to the Pending EOBs queue. Nothing posts to a patient's ledger when you click Save — that only happens when you click Finalize.
Delete — available only on manually created pending EOBs. ERA-generated pending EOBs cannot be deleted. For those, your options are Review and post EOB, Save, or Mark as manually entered.
Column Config (gear icon) — if your office has column configurations set up, a gear icon appears on the posting screen to control which columns display and in what order. This icon only appears when configurations exist, so some users will see it and some won't.
Please refer to our other resources on How to Set up Column Configurations, if you have further questions.
Summary — shows every patient on the EOB in a scrollable view. Useful when an EOB covers a large number of patients.
Mark Incorrect — use this to flag an allocation issue for ChiroHD's review. A few important things to know:
Flagging an EOB as incorrect does not fix the allocation and does not pause processing.
You are still responsible for correcting the issue — either on the posting screen directly or by updating a custom reason code behavior and reprocessing the ERA.
Be as specific as possible when entering the reason.
Once marked, the button changes to Mark Correct if you need to undo the flag.
ERA-linked EOBs that are marked incorrect will show an Attempt reprocess from ERA button in the Pending EOBs queue, which lets you re-run the ERA processing after you've addressed the underlying issue.
Finalize — posts the EOB. All pre-filled and edited data goes onto patient ledgers and your collections are updated. Once finalized, the EOB is no longer pending and moves to EOB History.
EOB History
Once EOBs are finalized, they appear under EOB History in the Insurance Dashboard navigation. EOB History has two tabs:
EOB History — the current experience for EOBs posted through the Process EOB tab.
EOB History (Legacy) — EOBs posted through the Process EOB (Legacy) flow
Use the matching EOB History tab based on the Process EOB tab you used.
For example, if you processed the EOB using the Process EOB (Legacy) tab, the EOB will appear in the EOB History (Legacy) tab. Likewise, EOBs processed using the current Process EOB tab will appear in the corresponding EOB History tab.If you are looking for an EOB, start in the main EOB History tab since that will show your most recent EOBs. If you can't find an EOB there, check EOB History (Legacy).
EOBs posted through the Process EOB (Legacy) flow cannot be edited in the new EOB editing experience. This is expected behavior — no backfill is planned.
Please see our other resources on Using the EOB History Screen if you have further questions.
✅ Key takeaways
Always review and finalize EOBs in ChiroHD; they are never auto-posted.
ChiroHD auto-allocates EOB data from the ERA file but requires manual review.
Use the Save feature to draft work and return later without losing progress.
Duplicate check number warnings help prevent posting errors.
Marking as incorrect flags for review but requires you to correct and finalize before posting.
📌 Conclusion
Processed ERAs and their associated EOBs in ChiroHD are designed to streamline the insurance payment workflow. The system pre-fills data and provides robust review features, but always places responsibility on your team to review, make corrections, and finalize before anything posts to ledgers. Following these clear steps ensures accuracy in your insurance collections and transparency in your payment reconciliation process.