Why Payment Report Enrollments & EFT Matter for Streamlined Billing

If you want your Electronic Health Record (EHR) billing process to run smoothly, two often-overlooked steps make all the difference: payment report enrollments (ERA/835) and Electronic Funds Transfer (EFT) enrollments. One of my biggest tools, is teaching group practices, corporations, and solo providers how to reduce administrative burden and be the most efficient with billing and practice management.

1. Faster, cleaner payment posting When ERA enrollments are completed, your EHR receives detailed payment reports directly from the payer. This means payments auto-post with fewer manual adjustments, fewer errors, and quicker reconciliation.

2. No more waiting for paper checks EFT enrollment ensures insurance payments go straight into your bank account. It eliminates mail delays, lost checks, and unnecessary trips to the bank—giving you more predictable cash flow.

3. Reduced administrative workload With both ERA and EFT in place, you and/or your billing team spends far less time chasing down EOBs or manually entering payment data. Everything syncs through your EHR, freeing up hours that can be redirected toward client care or business growth.

4. Better financial visibility Automated payment posting gives you real-time insight into what’s been paid, what’s outstanding, and where follow-up is needed—all in one system.

Your biggest

Bottom line: Completing your ERA and EFT enrollments is one of the simplest ways to optimize your billing workflow and increase efficiency. If you want your EHR to work for you—not add to the workload—start with these two essential enrollments.

Each individual payer has a different process for completing EFT enrollments.

Payment report enrollments or ERA enrollments are completed through your EHR.

RELY on your reporting function in the EHR. Keep things clean in the EHR so you can rely on the analytics. This will help you save time and energy!