--- title: How to Edit and View Related EOBs in the System? description: How to Edit and View EOBs in the system? --- [Skip to content](https://knowledge.populateemr.com/how-to-edit-and-view-eobs-in-the-system#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 15, 2026 # How to Edit and View Related EOBs in the System? ## The article explains how to edit paper EOBs, view historical and related EOB records, and understand how the system processes reversals, line-item replacements, and exclusions. ### A. How to Edit an EOB 1. Navigate to **Payments & EOBs** under **Billing**. 2. Locate the EOB entry you wish to edit and click on it. ![](https://knowledge.populateemr.com/hs-fs/hubfs/image-png-Oct-15-2026-01-54-30-8791-PM.png?width=670&height=362&name=image-png-Oct-15-2026-01-54-30-8791-PM.png) 3. Once the pop-up dialog box appears, click on the patient you would like to edit the EOB entry for.  ![](https://knowledge.populateemr.com/hs-fs/hubfs/image-png-Oct-15-2026-01-55-27-1371-PM.png?width=670&height=362&name=image-png-Oct-15-2026-01-55-27-1371-PM.png) 4. Edit/update the necessary fields. ![](https://knowledge.populateemr.com/hs-fs/hubfs/image-png-Oct-15-2026-01-56-05-8492-PM.png?width=670&height=359&name=image-png-Oct-15-2026-01-56-05-8492-PM.png) 5. Once done, click **Review. ![](https://knowledge.populateemr.com/hs-fs/hubfs/image-png-Oct-15-2026-01-56-47-0125-PM.png?width=670&height=363&name=image-png-Oct-15-2026-01-56-47-0125-PM.png)** 6. Verify the changes and click **Update** to save, and you're done! > **Note on Manual vs. Automatic EOBs:** > > - **Manual EOBs:** Remain fully editable through the standard manual editing workflow (as shown above). > - **Automatic Correction:** Read-only after successful posting and cannot be edited manually. > > ![](https://knowledge.populateemr.com/hs-fs/hubfs/image-png-Oct-15-2026-02-02-08-9786-PM.png?width=670&height=122&name=image-png-Oct-15-2026-02-02-08-9786-PM.png) ### B. How to View Related EOBs & Historical Lines 1. Open the EOB details view. 2. Click the **Related EOB Data** icon to view all associated adjudication records for the claim. ![](https://knowledge.populateemr.com/hs-fs/hubfs/image-png-Oct-15-2026-02-11-41-9282-PM.png?width=670&height=358&name=image-png-Oct-15-2026-02-11-41-9282-PM.png) 3. Historical line statuses will display as follows: - **Superseded, Reversed, and Reversal Lines:** Visible in the historical view, but automatically excluded from current adjudication calculations. - **Payments and Ledger Entries:** Remain strictly transactional. #### C. How EOB Updates & Reversals Work (Adjudication Scenarios) When a new EOB or adjustment is posted, the system handles line items according to specific adjudication rules: ##### Ordinary EOB Scenarios - **Newer Ordinary EOB:** Replaces matching included service lines only. - **Partial Ordinary EOB:** Any omitted lines from the original EOB remain active. ![](https://knowledge.populateemr.com/hs-fs/hubfs/image-png-Oct-15-2026-02-51-09-9512-PM.png?width=670&height=358&name=image-png-Oct-15-2026-02-51-09-9512-PM.png) - **Negative Payments:** Receiving/Entering a negative payment is **not** automatically treated as a formal reversal. ![](https://knowledge.populateemr.com/hs-fs/hubfs/image-png-Oct-15-2026-03-36-33-0599-PM.png?width=1890&height=1012&name=image-png-Oct-15-2026-03-36-33-0599-PM.png) ##### Formal Reversal & Correction Scenarios - **Formal Reversal:** Fully withdraws and voids the entire prior claim adjudication occurrence. - **Formal Correction:** Completely replaces the previously reversed adjudication record. - **Later Ordinary EOB (Post-Correction):** Updates the Correction line by line. #### D. Understanding Line Exclusions: Manual vs. Automatic ![](https://knowledge.populateemr.com/hs-fs/hubfs/image-png-Oct-15-2026-03-40-20-9061-PM.png?width=1887&height=1006&name=image-png-Oct-15-2026-03-40-20-9061-PM.png) Line exclusions determine whether a service line's financial figures are calculated in the active balance. | **Exclusion Type** | **System Behavior** | **Can It Be Undone?** | | --- | --- | --- | | **Manual Exclusion** | Controlled directly by the biller to exclude specific lines from calculations. | **Yes.** Billers can manually toggle or undo this exclusion. | | **Automatic Retirement** | System-managed lock triggered automatically by formal reversals or corrections. | **No.** System-managed and cannot be manually undone. | - [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.