Deleting an Explanation of Benefits

Managing your invoices involves occasional updates or deletions. If you have recently added an Explanation of Benefits (EOB) to a policy, you might need to remove it before you can delete the associated invoice.

Delete An Explanation of Benefits (EOB)

Follow these steps to delete a previously added EOB from a policy invoice:

1. Locate and click on the specific Invoice you wish to modify (for example, INV-3).
2. Within the invoice, navigate to the Claim section.
3. Click on the Explanation of Benefits.
4. Select Delete to remove the EOB from the policy.

By removing the EOB, you ensure that the invoice can be managed as needed, allowing further actions such as deletion.