How do I see the PDF version of my patient's/client's EOB?

Here's how to see the PDF version of your patients'/clients' EOBs.

1. Click on ''Financial''.

2. Click on ''Insurance Information'' and then on ''Go to my insurance portal''. 

4. Click on the ''Electronic EOBs'' tab. 

5. Search for a partial or complete check number, the payer name or your patient's/client's name.

5. Click on the dropdown next to the EOB PDF that you'd like to see and select ''View/Print''. 

6. The PDF version of your patient's/client's EOB is displayed on your screen. You can download the file or print it as you would with any other file. 

From a patient's/client's chart:

1. Go into a patient's/client's chart through the ''Charts'' tab or using the ''Shortcuts'' menu on the home page.

2. Click on the ''Billing'' tab. 

3. Click on the ''I want to..'' dropdown box and select ''Go to my insurance portal''. 

4. Click on the ''Electronic EOBs'' tab. 

5. Search for a partial or complete check number, the payer name or your patient's/client's name.

5. Click on the dropdown next to the EOB PDF that you'd like to see and select ''View/Print''. 

6. The PDF version of your patient's/client's EOB is displayed on your screen. You can download the file or print it as you would with any other file. 

If you have any questions, please contact us

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