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📋 Step-by-Step Guide June 21, 2026

How to Record a EOB Insurance Payment

Steps in this guide:
  1. Click "Patients" in the top navigation bar.
  2. Type in the Name field to search for the patient.
  3. Select the patient from the search results.
  4. Click "Payments" in the Billing & Checkout section.
  5. Click "Record Payment" for the specific transaction row.
  6. Enter the amount from the EOB in the payment and adjustment amount field.
  7. Click "Post EOB & Create Transactions"

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