How to archive an EOB/ERA.

In DrChrono, there is no option to delete an EOB/ERA. However, we can archive them which will remove them from showing under your Remittance Report section.

To archive an EOB/ERA, Please follow the steps outlined below:

1. Hover over Billing.


2. Click on Remittance Reports.

remittance reports.png


3. Enter the EOB/ERA number in the Trace # field, if you have it. You can also use posted date, or insurance to locate the EOB/ERA that you would like to archive.

5. Select the EOB/ERA number from the drop and click on the “Update” button.


6. Now, click on the blue EOB/ERA number, which appears as a hyperlink.


7. Click on Action and select Archive Transactions from the list.

This will archive the entire EOB/ERA and remove it from view.