eServices > Using the ePostings Service

Viewing ePostings Documents in the Document Manager

When you post an ePostings payment, SoftDent saves a copy of the EOB in the ePostings EOB folder in the document manager.

You can view the EOB in the document manager window for each of the areas related to the payment, including:

• Claim

• Insurance Company

• Insurance Plan

• Patient

• If the claim is for secondary insurance, the insurance company and insurance plan are based on the claim's secondary insurance.

To view the EOB:

1. Open the document manager window for the patient, claim, insurance company, or insurance plan.

2. Use the option buttons at the top of the window to sort the EOB documents by Date Acquired, Type, or Description.

3. In the ePostings EOB folder, select the EOB in the tree. The ePostings HTML data is displayed in the preview window.

4. Right-click on an ePostings document in the document tree to display the standard document options.

   • Edit Document Description

   • Attach/Detach to Other Rec(s)

   • E-Mail

   • Print Document

   • Delete

   • Review

   • Sort By Date/Time Captured

   • Sort By Label Text

   • Close

    

5. Click Close.