Associate an EOB with a Payment

When a practice receives paper Explanation of Benefits (EOB) statements, those statements can be scanned into QSIDental Web using the Scan EOB utility. Once scanned the individual statements can be associated with specific payments.

To associate an EOB with a payment:

1. Select the checkbox beside Associate EOB.
2. Click the button.
3. Locate the desired EOB file and click the OK button.

   

   Note: Use the search tool to locate the desired EOB by File ID, File Name, Description or Scan Date.

4. Type the page numbers associated with the specific payment in the From and To fields.

   

   When the payment is applied, the EOB information will be saved and maintained in the record of the payment.