How can I get my ERAs to automatically sync into HelloNote?

Purpose:

To provide users with instructions on enabling automatic ERA (Electronic Remittance Advice) synchronization from their clearinghouse into HelloNote EMR, streamlining the payment posting and reconciliation process.

Scope:

This article covers:

• The process of enabling automatic ERA synchronization through HelloNote support
• The destination where synced ERAs will appear in the system (Billing → Import → ERA/835 section)
• The requirement for support team intervention to activate this feature

Procedure:

1. Contact HelloNote support to request ERA auto-sync activation
2. Once enabled:
   1. ERAs will automatically sync from your clearinghouse
   2. All ERA files will be available in Billing → Import → ERA/835 section

To enable this feature, please reach out to our support team, and we will enable this for you. This feature will allow us to sync the ERAs from the clearinghouse and drop it into the Billing -> Import -> ERA/835 section.