Print EOBs for Paper Claims

Print EOBs for Paper Claims

  • On the Encounter Dashboard, an EOB can be printed along with the Secondary/Tertiary Paper Claim that is printed on Plain Paper.
  • EOBs can be printed for Payments that were posted manually.
  • In the Policy Breakdown panel on the Encounter Dashboard, an EOB can be individually printed. 
  • Batch EOBs can be printed from the Claims Batch Dashboard for HCFA/UB Batches.


When printing the Secondary or Tertiary Claims on plain paper, you can choose to print the EOB from the previous Payer at the same time. This can be done in a batch of print Claims or a single Claim from the Encounter Dashboard.

  1. On the Encounter Dashboard, click the Print Claim button.

  1. Choose the Secondary or Tertiary Insurance from the Print Claim For dropdown.
  2. Select Set Status to Printed to change the Claim Status on the Encounter Dashboard after Printing the claim.
  3. Use Form: Select HCFA.
  4. Select the checkbox for Preview. When selected, the claim will Print/Preview with the Claim data and the HCFA fields as they appear on a HCFA form.
  5. Select the checkbox for Include EOB.
  6. Select the Run button.


EOBs for manually posted Payments will print when Include EOBs is selected on the Print Claim screen.


When you manually post an Insurance Payment, the System creates an EOB that can be sent with your Secondary or Tertiary Claim. The ERA also creates an EOB on the Encounter.

  1. On the Encounter Dashboard, select the Print Claim button to print the Claim on a HCFA/UB Form.

  1. After printing the Secondary/Tertiary Claim, select the Payment History link in the Balance panel on the Encounter Dashboard.

  1. Click the EOB link on the Remit to be printed.

  1. Use your Print icon to print the EOB.


  1. After the Claims are batched, select the HCFA/UB Batch number on the Claims Management Dashboard.

  1. Use the Print the EOB button to Print all of the Secondary/Tertiary EOBs for the Claims in this Batch.
  • The CARC/RARC explanations do not print on the EOBs.



Troubleshooting Print Problems



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