View EOBs

Once received from an insurance company, you can view an EOB from the Transactions module > Insurance Payment tab.

To view an EOB:

1. Open the Transactions module and click the Insurance Payment tab > Ins. Payments (All) sub-tab.



2. Search for and select the insurance company.

Note: The full list displays if the Load all Ins. companies in list checkbox is selected in the Transaction Options window > Payment Options section.

1. Enter the first character(s) of the company you are searching for based on the column headings and click the applicable heading to sort.

Tip: You can enter an underscore (_) to display all results within the column.

Note: You can select the Include Inactive checkbox to include inactive insurance companies in the search.

2. Select a listed insurance company.
3. Select a listed payment and click Allocate… to display the Applying Ins. Payment window.



Note: The available fields display differently depending on which button is used to open the window.

4. Select the appropriate treatment line and click EOB… to display the Explanation of Benefits (EOB) Details window.

Note: The button is only enabled if the selected record has an EOB attached automatically to it via the Auto Remittance module or if you have already allocated an insurance payment to the record.



5. Review the Claim Information, Treatment Details, and Claim Adjustment Reasons sections as necessary.

Tips:

• If there are multiple EOB records on the treatment, select a listed EOB record from the EOB drop-down to view another record.
• To view the history of a claim adjustment reason, select a listed reason and click the Show History () icon.