View EOB

Click the Billing Icon

Click the View EOBs button

The View EOB window opens

Select the Payment Source

Click OK

All Payments for this Payment Source are listed.

Posted By:  Select a specific User to view Payments posted by this User.

Date Range: Select a specific Date Range to view Payments posted during this Date Range.

Show: Select which type of payments to display.

• Cash Payments
  
• Check Payments
  
• Credit Card Payments
  
• Non Payments
  

Tip:  Clicking on a column heading will sort by selected column

Load a Different Payment Source button:  Click the Load a Different Payment Source button and select a different payment source to load a different payment source

Highlight Credit and Right click:

Edit Credit:  Highlight a specific credit and right click to select Edit Credit

• Add comments, if applicable
  
  

• Click the EOB tab to add scanned image of EOB
  
• Click the Add File Button
  

• Locate scanned image of EOB previously saved on your hard drive
  
• Enter a Name for the scanned image of EOB
  
• Click the Save Button 
  

View Details of Payment:  Highlight a specific credit and right click to select View Details of Payment

The View details of Payment window opens:

Delete Credit: Highlight a specific credit and right click to select Delete Credit

Show Comments:  Click the Show Comments to view comments associated with Credit, if applicable.

Return to Billing          Return to Reference Guide