2. Once you click 'Post EOB Payments', the window refreshes and you will be able to see EOB details. Fill in the following details before applying payments.
a. To upload any EOB document, click "Choose file", browse the document file from your system, and then click "Upload" to upload the chosen document.
b. Manually enter the EOB amount. (Check your email or paper EOB received to enter the EOB amount).
c. Select from the dropdown whether you received the EOB through check, EFT, or credit.
d. Enter the check number if you received insurance payment through check.
e. This is the date when the check was written.
f. This is the date when you are posting the payment or want to show in the software/reports.
g. This is the date when the money is deposited in your bank.
h. Enter the new insurance payment
i. Enter the insurance adjustment amount.
j. Enter patient balance amount.
k. When you type the insurance adjustment amount, you will see the Remaining Balance amount automatically.
l. Click 'Detailed Payments' if you want to enter detailed insurance amounts paid for each CPT code and patient responsibility.
m. Click on the dropdown button of 'Action' to Close, Rebill or put the EOB 'On Hold'.
n. At any time, you can add your claim to an EOB by clicking on the 'Add Claim' button.
o. Remove any claim from the EOB by clicking the 'Remove Claim' button.
p. Click 'Apply Payments' once you have filled in all details.
q. Click 'Save' if you want to save the EOB details in the system.