How to Post an EOB
1. Click Claims tab > Remittance
2. Click "Create EOB" button
3. Click the dropdown for "Uprise Payer" and select the Insurance
4. From the Add claim pop-out side bar > click on the claims that are on the EOB
Click anywhere outside of the pop-out to close. Hover over the sidebar to pop back open
5. Enter in Payment Type, Reference Number, Date and Total Amount Paid for All Patients on the EOB
6. Now begin updating the columns to post the EOB details. START LEFT TO RIGHT WHEN UPDATING
7. Use the TAB key to move from field to field. The net dollar amount moves to the field to the right. Use the "Zero" key to move to the next field.
Xfer to Patient - will move that balance to the Patient as an outstanding balance
Xfer to - will allow you to create a secondary claim
Notice the net dollar amount moves with each "0" + TAB
8. Click "Done" when all EOB fields are populated
9. When you are finished posting and the check amount and the "To Be Applied" balance > Click Post ERA/EOB
Notice completed line turns a dark blue. You can click "Save" and come back to posting at anytime.
