Follow

How to Post an Explanation of Benefits (EOB) to Secondary Charges

 

How to Post an Explanation of Benefits (EOB) to Secondary Charges

 

 

Select Billing in the VL toolbar

Billing.png

 

Select Post New EOB

Post_EOB.png

 

Add in all info present on the EOB

* Date EOB was received in the office

* If the EOB is a Check payment or CC Payment

*EOB Check Number

*Secondary Payer 

* Clinic payment is being applied to

(If there is only one clinic entered into VL, the correct clinic will automatically display)

* Enter any Notes you may want attached to the EOB

 

Once finished, Select Next

 

Enter_Check_info.png

 

Select the Patient name from the Rolodex

and Select Next

Select_Patient_name.png

 

Select the Secondary tab

Select Dates of Service being paid on the EOB

( you can hold down the ctrl button to select multiple dates)

Select Apply Date Filters button to display Dates of service/s and charges

Select_Secondary-_Apply_date_filters.png

 

Make sure Secondary Portion is correct

(amount secondary is responsible to pay)

Select Type from Drop-down

(Payment, Deductible or Denial)

Enter how much Secondary paid on Charges

Please note: If you need to enter an insurance write off, it needs to added in by selecting the green pencil

You can Select Attached Files to upload saved EOB

Once finished, Select Next

Add_in_EOB_info_and_Select_Next.png

 

IF you have Not posted ALL money on the EOB and you still see Money listed under Amount Remaining, you will be brought back to the Patient Rolodex screen so you can select the Next patient on the EOB and follow the steps again. 

 

If you have posted ALL money you will be asked if you would like to complete the EOB. If you are finished select Yes to Complete.

Complete_EOB.png

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

Powered by Zendesk