In-Process EOBs

If you’re ever working on an EOB and must select SAVE so you can work on it later, those EOBs are housed here.

This area also allows you to go straight to Completed EOBs and allows you to Add EOBs as well.

** Please Note: If an EOB is in this area, financial reports(like Day Sheet) will record the data you have entered in for this EOB. This acts as a tentative placeholder(expected payment) and will display on the Day Sheet, as well as within Patient Ledger>Charges>+ sign AND in Patient file>Ledger>Payments>EOB area. This allows you to access the EOB before it is completed and perform any edits needed.

Once it is fully completed, True data will be presented on the Day Sheet

Go to Billing in main Toolbar

Select In-Process EOBs

You can select any EOB listed here and select Edit EOB at the bottom right to continue working on it. Once you select Complete EOB, it will be removed from the In-Process EOB area and placed under Completed EOBs.

 NOTE: If your EOB will NOT complete, it means responsibility to Charges somewhere within the posted payments is NOT Correct. Please attempt to Edit>Review all Patient's>All Line Item Charges to make sure Responsibility is correct>Attempt to Complete EOB again. If the EOB still will not Complete, please contact Support.

Quick Tip:

You can access your Completed EOBs area of billing by selecting the

"View Completed EOBs" Button at the bottom left corner of the screen.

You can also select the “Enter a New EOB” button to enter a new EOB from this screen as well.

- Support Information -

 If you have any questions or need assistance with this process please contact Support by:

Live chat: Click the 'Support Portal' button in your main toolbar (on left-hand side), click the green 'Support' box in bottom right of screen.

***This has the fastest response time***

Phone/Text: 909-378-9514

Email: [e-mail]

Business Hours: Monday-Friday 8am-6pm CST