Add an Explanation of Benefits (EOB) to a Claim

An Explanation of Benefits, commonly called 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 healthcare provider submits a claim on your behalf. An EOB can be added in a single instance (for example, from an invoice) or in bulk.

Adding an EOB to a Claim

1. Click on the Invoice (example, INV-3). You will need to have added a Claim.
2. Click on Add EOB
3. Add the information from the EOB.
4. To update the claim's status, either click Save EOB or click the Triangle (next to Save EOB) and save.