Deleting an Explanation of Benefits

You may need to delete an Explanation of Benefits (EOB)that has been added to a policy. You will need to delete your EOB before you can delete an invoice.

  1. Click on the Invoice (example, INV-3).
  2. Under the Claim section of the invoice, click on the Triangle to the right of the label Primary, Secondary or Tertiary.
  3. Click on the Three Dots on the Explanation of Benefits line.
  4. Click Delete.

Adding an Explanation of Benefits (EOB) to a Claim

Adding an Insurance Policy to Patient Profile

Disable, Edit or Delete Insurance Codes

You may need to delete an Explanation of Benefits (EOB)that has been added to a policy. You will need to delete your EOB before you can delete an invoice.

  1. Click on the Invoice (example, INV-3).
  2. Under the Claim section of the invoice, click on the Triangle to the right of the label Primary, Secondary or Tertiary.
  3. Click on the Three Dots on the Explanation of Benefits line.
  4. Click Delete.

You may need to delete an Explanation of Benefits (EOB)that has been added to a policy. You will need to delete your EOB before you can delete an invoice.

  1. Click on the Invoice (example, INV-3).
  2. Under the Claim section of the invoice, click on the Triangle to the right of the label Primary, Secondary or Tertiary.
  3. Click on the Three Dots on the Explanation of Benefits line.
  4. Click Delete.

Adding an Explanation of Benefits (EOB) to a Claim

Adding an Insurance Policy to Patient Profile

Disable, Edit or Delete Insurance Codes

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Get started with
Noterro today!

Try Noterro and discover that running your practice doesn’t need to feel overwhelming
Invoice

Get started with
Noterro today!

Try Noterro and discover that running your practice doesn’t need to feel overwhelming
calendar date picker
invoice