Creating an Explanation of Benefits
This documentation details how to manually create an Explanation of Benefits(EOB) in the accounting system.
Open the EOB Screen
Open the accounting system, and navigate to Transactions > Accounts Receivable > Explanation of Benefits.
Select Insurance
In the Insurance Company field, select the insurance company to create the EOB for.
Add Items to an EOB
Once the insurance company has been select, items can be added to the EOB.
Select Customer with Item(s) to be Added
Under Open Invoices, select the customer that has services you would like to add to the EOB.
Select Items to Add to the EOB
Check off any items you wish to add to the EOB.
Add Items to the EOB
Once all items for this customer have been selected, click on the Add to EOB button. This will move the items to the EOB Transactions section.
Repeat As Necessary
Continue selecting customers and adding services. Once all of the desired services have been added to the EOB, move on to the next step.
Save the EOB
Click on the Save button to Save the EOB. This will allow the EOB to be further added to in the future. You may also take this time to edit the Transaction Details for the services added, and even post the EOB.