EOB Workflow

EOB Workflow Video

EOB Workflow Steps

  1. EOBs should be created as a new Payer Deposit in the Deposits window.

  2. Link your paper EOB to your deposit so that it can be easily accessed and referenced.

  3. Add all the necessary claims to the deposit, and add procedure information on the Deposit Claim Details window for each deposit claim - enter the data as you see it on the EOB.

  4. Once you have created the entire EOB, send it to posting.

  5. Use the RCM Wheel to identify New EOB Deposits that are still being worked that have not been sent to posting.

  6. Use the RCM Wheel to identify Posting Errors and resolve them.