EOB question – Sent by a Front Office Rocks member…….

  • EOB question – Sent by a Front Office Rocks member…….

    Posted by Missy Pollard on April 16, 2024 at 3:18 pm

    I have a question about keeping patients’ EOBs. If we are receiving EFT’s and the EOBs are available on the insurance’s website, do we still need to have a copy of the EOB in the patient’s chart? We were thinking of only having a copy of the EOB in the chart if there is duplicate insurance or if the patient has a balance. We live in Massachusetts. Thank you for any information you can provide on this!

    Missy Pollard replied 3 weeks ago 1 Member · 1 Reply
  • 1 Reply
  • Missy Pollard

    Organizer
    April 17, 2024 at 10:36 am

    From Colleen Huff:

    “….You do need to keep a copy of the EOB as it is part of the patient’s chart. Now if you are getting an ERA downloaded into your account then you do not need the EOB also as they are the same.”

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