Released 3/25/26
If a claim on an ERA has been matched incorrectly (either manually or automatically) to a claim in Dentrix Ascend, you can now unmatch the claim and delete any associated payments and adjustments.
Example scenario
A patient has both primary and secondary insurance with the same carrier. The payer issues two ERA payments—one for the primary claim and one for the secondary claim—using the same claim ID. Dentrix Ascend automatically matches ERA payments based on claim ID, and if the secondary claim has not yet been created, both ERA payments may incorrectly be matched to the primary claim. You must unmatch the secondary ERA payment and correctly re-match it once the secondary claim has been created.
Required security rights
To unmatch a claim on an ERA, the “Unmatch ERA Claim Payment” security right (in the “Ledger” category) is required.
Note: This right is available only if the “Delete Payment” and “Delete credit adjustment” rights are selected.
To unmatch a claim on an ERA
1. Go to Home > Bulk/ERA Insurance Payments.
The Bulk/ERA Insurance Payments page opens.
2. On the left panel, select the ERA Payments tab, click an ERA to view the pertaining claims, and then select a claim (paid or unpaid).
On the right, the details of the claim appear.
Figure 1: An unpaid claim.
Figure 2: A paid claim.
3. Click the new Unmatch Claim button.
A confirmation message appears.
Notes:
- You should unmatch the claim only if you intend to re-match the claim and re-post a payment.
- Not only will the claim become unmatched, but any payment associated with the match will be deleted.
4. Click Unmatch.
The claim is now unmatched.
Note: The unmatching is recorded in the audit log, and the entry includes details of the payment removal and any related adjustments.