--- title: How to Add/Post an Explanation of Benefits (EOB) description: How to Add an Explanation of Benefits (EOB) --- [Skip to content](https://knowledge.populateemr.com/how-to-add-an-explanation-of-benefits-eob#main-content) English Show submenu for translations [More support](https://knowledge.populateemr.com/kb-tickets/new?hsLang=en) [Customer portal](https://support.populateemr.com/tickets?hsLang=en) ![](https://knowledge.populateemr.com/hs-fs/hubfs/Full%20Logo%20-%20Black-1.png?width=250&height=67&name=Full%20Logo%20-%20Black-1.png) Open main navigation Close main navigation - English Show submenu for translations - [More support](https://knowledge.populateemr.com/kb-tickets/new) - [Customer portal](https://support.populateemr.com/tickets) - [Contact us](mailto:support@populate.com) [Contact us](mailto:support@populate.com) How can we help you? - There are no suggestions because the search field is empty. 1. [Populate Help Desk](https://knowledge.populateemr.com/?hsLang=en) 2. [Billing](https://knowledge.populateemr.com/billing?hsLang=en) October 1, 2026 # How to Add/Post an Explanation of Benefits (EOB) ## Here's how you can manually add/post EOBs received from insurance payers. Navigate to the **“Payments & EOBs”** tab under Billing to begin posting an EOB. Choose how to manually post the EOB. There are **2 options** - **To scan or entering the details manually**. To scan an EOB, click on **“Scan EOB”**. ![](https://usercontent.us.prod.clueso.io/0ee74cae-77f1-4ef9-a322-2a7d9ec1a279/afa55660-0a9f-421b-8652-61eca77b03c9/08e98bcf-8325-4159-8eba-e2a9656795e9/images/163e9573-a662-4f8e-9088-2e894666264a.png) You can upload a PDF, upload images, or capture images using your computer’s camera. Once your files are ready, click **“Scan”** to upload the EOB. ![](https://usercontent.us.prod.clueso.io/0ee74cae-77f1-4ef9-a322-2a7d9ec1a279/afa55660-0a9f-421b-8652-61eca77b03c9/08e98bcf-8325-4159-8eba-e2a9656795e9/images/878feb5e-69ae-48fc-bf0b-65f6ca9985c1.png) If you prefer to enter the EOB details manually, click on **“Add EOB"**. ![](https://usercontent.us.prod.clueso.io/0ee74cae-77f1-4ef9-a322-2a7d9ec1a279/afa55660-0a9f-421b-8652-61eca77b03c9/08e98bcf-8325-4159-8eba-e2a9656795e9/images/3eab7bfc-254e-49cd-a9b9-ef9e7098527c.png) Add the EOB/EFT number for identification. Click **"Next"** to proceed. ![](https://usercontent.us.prod.clueso.io/0ee74cae-77f1-4ef9-a322-2a7d9ec1a279/afa55660-0a9f-421b-8652-61eca77b03c9/08e98bcf-8325-4159-8eba-e2a9656795e9/images/9324f36f-235f-48aa-8a4d-d6b32e14661b.png) Select the insurance name. Upload the PDF so it can be previewed while you post amounts in the EOB. ![](https://usercontent.us.prod.clueso.io/0ee74cae-77f1-4ef9-a322-2a7d9ec1a279/afa55660-0a9f-421b-8652-61eca77b03c9/08e98bcf-8325-4159-8eba-e2a9656795e9/images/90a0ff37-f19d-41b8-a7b3-df9bed15832f.png) Enter the insurance payment received and choose the payment method. ![](https://usercontent.us.prod.clueso.io/0ee74cae-77f1-4ef9-a322-2a7d9ec1a279/afa55660-0a9f-421b-8652-61eca77b03c9/08e98bcf-8325-4159-8eba-e2a9656795e9/images/ea56d523-5d7e-4919-9f0a-575c4ca743ea.png) Click **“Next”** to proceed. ![](https://usercontent.us.prod.clueso.io/0ee74cae-77f1-4ef9-a322-2a7d9ec1a279/afa55660-0a9f-421b-8652-61eca77b03c9/08e98bcf-8325-4159-8eba-e2a9656795e9/images/3108637f-d010-449d-aca8-e04170590621.png) Search for the patient to find the relevant claim that should be attached to the EOB. ![](https://usercontent.us.prod.clueso.io/0ee74cae-77f1-4ef9-a322-2a7d9ec1a279/afa55660-0a9f-421b-8652-61eca77b03c9/08e98bcf-8325-4159-8eba-e2a9656795e9/images/60f27f0e-0e77-4c2e-b6e2-69b8360c330b.png) Click **“Record EOB”** for the intended patient. ![](https://usercontent.us.prod.clueso.io/0ee74cae-77f1-4ef9-a322-2a7d9ec1a279/afa55660-0a9f-421b-8652-61eca77b03c9/08e98bcf-8325-4159-8eba-e2a9656795e9/images/8c6fd300-37df-4d19-99ce-4c59ef90c951.png) Select the claim for which the payment should be posted. ![](https://usercontent.us.prod.clueso.io/0ee74cae-77f1-4ef9-a322-2a7d9ec1a279/afa55660-0a9f-421b-8652-61eca77b03c9/08e98bcf-8325-4159-8eba-e2a9656795e9/images/0359c04f-2033-4d0d-b0b6-c9fdb5f45d17.png) Enter the amounts exactly as listed on the EOB. To add **Contractual Adjustments**, click on the CARC codes field (the fields below the word "CARC), then click on **"+Add"**, and choose the "group code" from the dropdown and then click on **"Update"** once you are done. Make sure all amounts are recorded and calculated correctly against the selected claim. ![](https://usercontent.us.prod.clueso.io/0ee74cae-77f1-4ef9-a322-2a7d9ec1a279/afa55660-0a9f-421b-8652-61eca77b03c9/08e98bcf-8325-4159-8eba-e2a9656795e9/images/1967420d-321c-467a-8861-210ba5c20e53.png) Click **“Review”** if you are ready to post the EOB. If the document includes multiple patients, click **“Add Another Patient”** to repeat the process for each one. Once all patients and claims are entered, click **“Review”**. ![](https://usercontent.us.prod.clueso.io/0ee74cae-77f1-4ef9-a322-2a7d9ec1a279/afa55660-0a9f-421b-8652-61eca77b03c9/08e98bcf-8325-4159-8eba-e2a9656795e9/images/ce3e8586-35d8-482c-a440-52e1a6357fdc.png) Then, click on **"Create"**. ![](https://usercontent.us.prod.clueso.io/0ee74cae-77f1-4ef9-a322-2a7d9ec1a279/afa55660-0a9f-421b-8652-61eca77b03c9/08e98bcf-8325-4159-8eba-e2a9656795e9/images/35fa9832-10a4-4399-9314-a942fa54da00.png) After the EOB is created, it will appear in the charges side panel for the appropriate claim and in the Payments & EOBs list. The EOB can be edited by clicking on **"Open"** option of the EOB section in the side panel and also by clicking its entry in the Payments and EOBs list. The status will also change from "Submitted" to "Posted". ![](https://usercontent.us.prod.clueso.io/0ee74cae-77f1-4ef9-a322-2a7d9ec1a279/afa55660-0a9f-421b-8652-61eca77b03c9/08e98bcf-8325-4159-8eba-e2a9656795e9/images/a67b366d-11d1-4651-b3d0-8549ec0f27d4.png) The patient ledger and account balances will update accordingly. ![](https://usercontent.us.prod.clueso.io/0ee74cae-77f1-4ef9-a322-2a7d9ec1a279/afa55660-0a9f-421b-8652-61eca77b03c9/08e98bcf-8325-4159-8eba-e2a9656795e9/images/9ea5bf8e-4a46-44e2-8b08-3b1c8295beb0.png) You can delete the EOB by clicking the delete icon under **"Delete EOB"** section. ![](https://usercontent.us.prod.clueso.io/0ee74cae-77f1-4ef9-a322-2a7d9ec1a279/afa55660-0a9f-421b-8652-61eca77b03c9/08e98bcf-8325-4159-8eba-e2a9656795e9/images/33400648-66bc-4bdd-b007-1ed3a621f464.png) - [FAQ](https://knowledge.populateemr.com/faq?hsLang=en) - [Support](https://knowledge.populateemr.com/support?hsLang=en) - [Billing](https://knowledge.populateemr.com/billing?hsLang=en) - [Appointments](https://knowledge.populateemr.com/appointments?hsLang=en) - [Visit Notes](https://knowledge.populateemr.com/visit-notes?hsLang=en) - [Charts](https://knowledge.populateemr.com/charts?hsLang=en) - [Encounters](https://knowledge.populateemr.com/encounters?hsLang=en) - [Intake](https://knowledge.populateemr.com/intake?hsLang=en) - [To-Dos & Stickies](https://knowledge.populateemr.com/to-dos-stickies?hsLang=en) - [Fax & Reports](https://knowledge.populateemr.com/fax-reports?hsLang=en) - [Reports](https://knowledge.populateemr.com/reports?hsLang=en) - [Settings](https://knowledge.populateemr.com/settings?hsLang=en) - [Rachel—AI Agent](https://knowledge.populateemr.com/rachel-ai-agent?hsLang=en) - [Forms](https://knowledge.populateemr.com/forms?hsLang=en) - [Populate Continuous Care (PCC)](https://knowledge.populateemr.com/populate-continuous-care-pcc?hsLang=en) [![](https://knowledge.populateemr.com/hs-fs/hubfs/Full%20Logo%20-%20Black-1.png?width=250&height=67&name=Full%20Logo%20-%20Black-1.png)](https://knowledge.populateemr.com/?hsLang=en) 6790 Embarcadero Ln #100, Carlsbad, CA 92011 [mailto:support@populate.com](mailto:support@populate.com) Copyright © 2025, Populate EMR, Inc.