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:
- Click on the Invoice (example, INV-3). You will need to have added a Claim
- Click on the Triangle to the right of the word Primary
- Click on Add EOB
- Add the information from the EOB
- Either click Save EOB or click the Triangle (next to Save EOB) and save update the status of the claim
Bulk:
- Clicking on the Billing icon in the left header
- Click on Claims
- Filter by Status and/or Insurer
- Click Edit Claims button (top right)
- Click on the Switch you want to add EOBs
- Click Open EOB button (bottom)
- Either click Save EOB or click the Triangle (next to Save EOB) and save update the status of the claim
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