Scanning and filing EOB training

make sure to review eob before scanning most eob’s will have multiple patients listed on the front and back of eob’s all eob’s should have initials and the date it was posted on first page prior to scanning! printer home screen 1 select scan and send 2 favorite settings 3 b/w 4 yes if you are scanning front and back select > 2 sided – original > book type 5 one touch 6 front desk 7 click ok 8 start once eob is scanned and paperport is available do the following · open paperport · select eob · create 1 copy per patient included on eob and each copy as · last name, first name ck# xxxxxxxx date of service if paperport is not available · open fellow folder · look for ‘scans’ folder · select most recent scan · open to confirm it’s the correct scan · right click and select rename – last name, frist name ck# xxxxxxx date of service · create 1 copy per patient included on eob · file to rapiddoc · file into patient folder · file in ohsc patient folder under insurance info