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Knowledge of how to scan an EOB

  • To file an EOB (aka. Explanation of Benefits), you need to scan the paperwork (front AND back if necessary) into the patient’s electronic file.

  • Scan the EOB into the computer by using Brother Utilities program (Refer to “scanning instructions”), and label accordingly.

  • Save under appropriate electronic file according to the Patient’s name and label as “EOB [date of service]”  (BMPC files > scanned items > patient charts > [last name, first name] > EOB> EOB [date of service])

  • Once saved in the patient’s electronic file and labeled appropriately, shred the original copy by folding it and placing it into the grey shred bin.

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