EOB Conversion

The EOB to ERA Conversion is a process that extracts data from a scanned paper Explanation of Benefits (EOB) and turns it into an Electronic Remittance Advice (ERA). When a user wants to post payments automatically, the EOB to ERA Conversion process allows for automatic posting once the 835 is created. The EOB to ERA Conversion is superior because it eliminates the manual payment posting. Users must have the EOB Conversion User role to view this screen. EOB Conversion allows users to:

 

• Upload scanned documents

• Search for documents by date

• Once document is uploaded, user can view the document from this screen

 

To upload a document:

1. Click Upload from the EOB Conversion drop-down menu.

2. The EOB Conversion Upload window displays.  

3. Click the Upload box to select a file, or use the drag and drop feature to move up to five (5) files for upload. Acceptable files types are PDF, TIF, and TIFF.  Click Submit Files. The table displays current uploaded files, as well as any previously uploaded files. Note: There is a file size limit of 100Mb. An error message displays if the selected file(s) exceed the file size limit. 

4. A message displays indicating that the file was uploaded successfully and the file information displays in the table. An error message displays if the file was not uploaded successfully.

5. Users can search for files by File Name or Upload Date. Enter the desired information in the search fields and click Search. Users may also perform an open search without entering any search criteria; leave the search fields blank and click Search. Any available files display in the search table

6. The Original File Name is the name of the file that is uploaded to eMEDIX Online and users can click the file name to view the document. The Submitted File Name is the name eMEDIX sends to the vendor and includes the TPID and the timestamp. The Result Date updates as remits and responses are returned. Click the icons in the Results screen to download a .csv or 835 file.
   

7. Notes can be added by eMEDIX to explain why a file will not be processed, allowing users to quickly identify these files and understand the reasoning behind it.
   

 

The EOB Statuses are defined below:

Option	Definition
Processing	eMEDIX received the file, not yet sent.
Transmitted	eMEDIX sent the file to the vendor.
Processed	The response file back only contained a header.
Processed with Exceptions	The reponse file back contained records other than a header.
Rejected	The file was rejected.

 

 

 

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