Electronic EOB Posting

EOBs are downloaded from insurance payers and can be automatically posted to individual patient accounts. Large checks with multiple patients on one EOB can be posted in seconds.

Procedure:

Each EOB must go through a BATCH, followed by a MERGE.

BATCH: This produces a report, listing each patient and charge line. Review the EOB to verify it matches actual Check. If allowed amount does not match profile, it will show as a Mismatch. These chg lines will not be automatically adjusted.

MERGE This function will post payment and adjustment to each patient account.

Functions:

List: Produce a list of available EOBs. Click on line item to select an EOB

List Options:

· Merged Status: All, Merged, Not Merged. Usually want Not Merged

· Batched Status: Usually ALL

· Payer: Leave blank to get ALL payers or enter a specific payer

· Check Amt: If you are looking for all DENIALs, enter 0. Else leave blank

· Check # : Allows you to look for specific check

· Dates: Enter specific dates. If left blank, defaults to 2 months.

After you select a specific EOB, you have following functions:

Batch: Prepare an EOB report. Must be done before Merge.

Merge: Actually post EOB to patient accounts

Update: If the EOB was already manually entered, then enter a date for BATCH and MERGE.

Print: Print the EOB, if you want to send copy to secondary insurance. You may enter up to 10 individual Chart #s to get EOB for specific patients instead of all patients.