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Entering an EOB: Individual Client
Looking to manage payment amounts from an insurance company for a specific date of service?
Read on below where we explain how to enter individual client Explanation of Benefits (EOB) into the system.
In this Article:
Enter an Explanation of Benefits (EOB)
Follow these steps, go to:
- (left menu)
- Click the client's name, bringing you to their profile
- Click Billing top tab
- Then click (far right menu):
info Note: You can also do this by going to:
- (left menu)
- Click (top right)
- Enter the client name on the right and click
- Within the top Insurance Payment section enter the Payment Amount
- Define the Payment Method ('check' or 'ACH')
If insurance was paid via credit card: click
here for more direction.
- From the drop-down menu select the insurance company:
- Enter the Reference/Check # below it (optional)
Many times an EOB is not able to be saved because the total payment amount that is applied to services has not been placed in the top box.
After entering the Payment Amount, remember to distribute the amount within the Services and Benefits section. Within that section are defined columns for Date of Service, payment amount, adjustments, etc.
- The From / To date may need adjusting if the Date of Service is prior to 60 days ago
- If the Date of Service is still not visible, uncheck the option Only Show Open Claims:
- Next, enter the amount the insurance company paid
- Make sure it's on the line that matches the Date of Service on the check
- Find the columns Ins. Payment and enter the amount:
- Enter the insurance company adjustment information within the open Ins. Adjustment column
- Click
Note: The
remaining column (far right) will reflect the amount the client is responsible for, even if it's already been paid.
movie Video:
Enter a Secondary EOB
Entering a secondary explanation of benefits is almost identical to posting a primary EOB.
- Just enter the payment in the Sec. Ins. Pay. column on the far right:
Note: Do
not enter anything under the
Ins. Payment or
Ins. Adjustment column.