Add an Explanation of Benefits (EOB) to a Claim

An Explanation of Benefits, commonly referred to as an EOB is a statement from your health insurance company providing details on payment for a medical service you received. Your insurance company sends it to you when your health care provider submits a claim on your behalf.  An EOB can be added in a single instance (example, from an invoice), or in bulk.

 

From an Invoice:

  1. Click on the Invoice (example, INV-3).  You will need to have added a Claim
  2. Click on the Triangle to the right of the word Primary
  3. Click on Add EOB
  4. Add the information from the EOB
  5. Either click Save EOB or click the Triangle (next to Save EOB) and save update the status of the claim

Bulk:

  1. Clicking on the Billing icon in the left header
  2. Click on Claims
  3. Filter by Status and/or Insurer
  4. Click Edit Claims button (top right)
  5. Click on the Switch you want to add EOBs
  6. Click Open EOB button (bottom)
  7. Either click Save EOB or click the Triangle (next to Save EOB) and save update the status of the claim

 

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