EOB Workflow Video
EOB Workflow Steps
- EOBs should be created as a new Payer Deposit in the Deposits window.
- Link your paper EOB to your deposit so that it can be easily accessed and referenced.
- 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.
- Once you have created the entire EOB, send it to posting.
- Use the RCM Wheel to identify New EOB Deposits that are still being worked that have not been sent to posting.
- Use the RCM Wheel to identify Posting Errors and resolve them.