Post or attach Explanations of Review, Paper Check, EFT, or Virtual Credit Card payments by completing the EOR Document Task.
Step 1. From the navigation bar, click ‘Billing Providers’, then select the Billing Provider
Step 2. Scroll down to ‘Document Tasks’ and click ‘Work Tasks’ next to ‘EOR’
Document Tasks can also be viewed from ‘All Tasks’ on the Homescreen (and also from ‘My Tasks’, depending on the Document Tasks Preferences). See this Help Article for more information: Home Screen Explained.
Step 3. Search for Patient
If a non-EOR document ends up in this task queue, it can be reclassified by clicking ‘Change Document Type’. For more information, see this Help Article: Change Document Type.
Step 4. Confirm the Patient that matches the EOR, then click ‘Select’
Step 5. Select the Bill that matches the EOR, then click ‘Post’
A bill that requires a manual posting typically has a ‘Status’ of ‘Accepted’.
If the EOR is for a Bill that has already been posted to, then click ‘Attach’. Do not double post. A good indicator is if the ‘Status’ is ‘Processed’ or ‘Closed’.
Step 6. Enter Bill Submission Payment information, then click ‘Post’
For more information about posting an EOR, see this Help Article: Post: Paper EOR.
Optional: refer to the Task Side Bar for the Batch Date. If present, this will indicate the Deposit Date to be entered for the EOR.
Do not click ‘Upload EOR’ on this page. The Paper EOR will automatically be attached to the posting upon completion of this Document Task.