We scan ours into patient documents. if you will do so when posting the payment, it will show up under the patient, the account, under the insurance company, and under the insurance plan. Just highlight the insurance payment after posting, go to side menu, select documents, scan in (ours go under EOB's) and done.
I'm not sure about multiple patients (we don't currently scan our EOBs in), but you don't save the EOBs based on date of service, you save them based on date of posted payment. Regardless of the dates of service, all the payments for a bulk check are posted the same day.
Hello Dr. Cavola,
Actually both, your IT person can add permissions to the folder, as a safeguard to avoid the folder from accidentally being deleted. By sharing the folder, it will be accessible to any team member working on outstanding insurance claims etc. They can easily import the Primary EOB into NEA or do a screen capture if needed.
Back in the day, I use to scan the EOB directly to the patient's document center, now I feel it is obsolete.