Scan EOB Statements

To scan EOB Statements into the Scan EOB Utility:

1. Click the Scan New button in the upper right corner.

   

2. Enter the specific details for the scan as desired.

   

   • Enter the file name in the EOB File Name field.
   • Enter a description in the Description field.
   • Accept the current date as the default, or type a new date in the Scan Date field.
   • Enter the total insurance payments represented by the EOB in the Amount field.
3. Place the EOB on the scanner and click the Scan button.

   

4. If required, place any additional EOBs on the scanner and click the Acquire more button.
5. Repeat until all EOBs have been scanned, then click the Save button.

   

   A new EOB File will appear as a line item in the Scan EOB module.