Deleting an EOB (Explanation of Benefits)

You may need to delete an explanation of benefits that have been added to a policy. You will need to delete your EOB before you can delete an invoice.

  1. Click on the Invoice (example, INV-3)
  2. Under the Claim section of the invoice, click on the Triangle to the right of the label Primary, Secondary or Tertiary
  3. Click on the Three Dots on the Explanation of Benefits line
  4. Click Delete

Add an Explanation of Benefits (EOB) to a Claim

Add Policy to Patient/Client Profile

Access Legacy Insurance Information

Disable, Edit or Delete Insurance Codes

You may need to delete an explanation of benefits that have been added to a policy. You will need to delete your EOB before you can delete an invoice.

  1. Click on the Invoice (example, INV-3)
  2. Under the Claim section of the invoice, click on the Triangle to the right of the label Primary, Secondary or Tertiary
  3. Click on the Three Dots on the Explanation of Benefits line
  4. Click Delete

You may need to delete an explanation of benefits that have been added to a policy. You will need to delete your EOB before you can delete an invoice.

  1. Click on the Invoice (example, INV-3)
  2. Under the Claim section of the invoice, click on the Triangle to the right of the label Primary, Secondary or Tertiary
  3. Click on the Three Dots on the Explanation of Benefits line
  4. Click Delete

Add an Explanation of Benefits (EOB) to a Claim

Add Policy to Patient/Client Profile

Access Legacy Insurance Information

Disable, Edit or Delete Insurance Codes

Get started with
Noterro today!

Try Noterro and discover that running your practice doesn’t need to feel overwhelming

Get started with
Noterro today!

Try Noterro and discover that running your practice doesn’t need to feel overwhelming