Entering an EOB: Multiple Clients
Looking to manage payment amounts from insurance companies for multiple specific date of service?
Find out how to enter EOBs for multiple clients sharing the same insurance.
Enter Explanation of Benefits
To begin:
- Click (left menu)
- Click (top right)
- Enter the insurance company name on the left
- Do not search by client name, this will result in just individual results
- Click
Overview:
- At the bottom, adjust the From/To dates if needed beyond the default past 30 days, then click
- If the Date of Service is still not visible, uncheck the option Only Show Open Claims to the right:
- In the top section shown below, enter the:
- (Total) Payment Amount
- Whether it's a Check or ACH/Virtual Credit Card
- Reference or check number
If insurance was paid via credit card: click here for more direction.
- Distribute the top total payment amount inside the bottom Services and Benefits section here:
- Look for the Date of Svc column and find the row for that appointment
- Enter the paid amount in the Ins. Payment column
- Enter the adjustment amount to the right in the Ins. Adjustment column
Note: The remaining column (far right) will reflect the amount the client is responsible for, even if it's already been paid.
- When finished click (top right)
You'll then see the EOB listed on each client's Billing tab in their profile shown here:
