Organize insurer EOB and remittance advice for dental practicesautomatically
Automatically organize Explanation of Benefits (EOB) and remittance advice documents by insurer and patient for streamlined dental billing.
No credit card • Rename in under 3 minutes
sample.pdf
Waiting for rename…
Date
2025-08-04
Pleading #
123-4567890-123
Issuer
Matter
Organize EOB and remittance advice for efficient payment posting.
- Connect insurance portals or EOB scanning systems.
- AI extracts patient details, payment amounts, adjustments, and insurer information.
- Organize by insurer and patient for streamlined payment posting and reconciliation.
Proof: 2.9k EOB documents organized last month at 96.7% average confidence.
Before → after filenames
No more download.pdf. Every document follows your naming convention automatically.
motion.pdf
MATTER-458_Motion-in-Limine_2025-08-04_Plaintiff.pdf
Example naming rule
Rename to 2025-08-04_matter_123-456789
Why teams adopt this workflow
Multi-insurer EOB support: Handle EOB documents from major dental insurers, private insurance, and government programs.
Payment posting automation: Extract payment amounts, adjustments, and patient responsibility for accurate posting.
Appeal documentation: Organize EOB details for identifying underpayments and supporting appeal processes.
How it works
EOB documents auto-name to Insurer_Patient_EOB_Period.pdf and organize by insurer with 96%+ accuracy for payment posting.
- Connect insurance portals or EOB scanning systems.
- AI extracts patient details, payment amounts, adjustments, and insurer information.
- Organize by insurer and patient for streamlined payment posting and reconciliation.
FAQ
Which insurance formats are supported?
Supports standard EOB formats from major insurers, Medicare, Medicaid, and private insurance.
How does it handle payment adjustments?
Extracts contractual adjustments, patient responsibility, and insurance payments.
Can it identify appeal opportunities?
Flags potential underpayments and organizes documentation for appeal processes.
Make it part of your workflow
Connect integrations, use full-text extraction, or call the API for posts processing.
Supported in:
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