The complete pipeline from receiving an EOB to posting payments in your billing system. One workflow handles every payer format automatically.
Upload any document — PDF, scan, or photo — and get structured data back immediately. No setup, no templates, no waiting.
Forward your EOB inbox to Lido for automatic intake. Or upload scanned paper EOBs, payer portal downloads, and faxed documents manually. Every format accepted.
Payment amounts, adjustment reason codes, patient responsibility, and dates of service are extracted from every claim line. Denials are flagged and categorized by CARC type.
Download structured data in the format your PMS accepts. Excel, CSV, JSON, or direct API integration. Payment posting data is ready without rekeying.
“We work with 20+ payers and each one has a different EOB format. Before, we had a different workflow for each payer. Now everything runs through one pipeline regardless of format.”
“The denial routing changed everything. We used to find CO-29 denials two weeks late. Now they get flagged on the day the EOB arrives and our team can refile within the timely filing window.”
“15 hours a week of EOB data entry, gone. My billing staff now spends that time on denial follow-up and patient collections, which actually moves the revenue needle.”
Audited controls over a sustained period, not a point-in-time snapshot.
BAA available for Enterprise plans. PHI encrypted at rest and in transit.
Documents purged within 24 hours of processing. No copies retained.
Most practices cobble together their EOB workflow from separate tools. A scanner for paper documents. A file management system for storage. Manual data entry for extraction. A spreadsheet for tracking denials. Each tool handles one step, and the gaps between steps are where errors and delays accumulate.
The intake step alone creates friction. EOBs arrive via mail, fax, email attachment, and payer portal download. Each channel requires a different retrieval process. Paper gets scanned. Faxes get printed and rescanned (or forwarded digitally). Portal downloads require logging into each payer’s website individually. Before anyone has read a single EOB, staff have already spent time just collecting them.
Extraction is where the real cost lives. A billing specialist manually reading an EOB, locating each payment amount and adjustment code, and keying it into the PMS takes 3 to 5 minutes per document. At 100 EOBs per day, that is 5 to 8 hours of labor. The error rate on manual keying runs 2 to 5 percent, which creates downstream problems in patient billing and denial management.
An end-to-end EOB processing system eliminates the handoffs. Lido accepts EOBs from any intake channel, extracts every field using AI, flags denials by CARC category, and exports structured data ready for payment posting. No per-payer templates. No training period. For practices dealing with multiple payer formats, see how to process insurance documents from multiple payer formats.
EOB processing software automates the workflow of receiving Explanations of Benefits, extracting payment and adjustment data, and preparing that data for posting into your practice management system. Instead of manually reading each EOB and keying in values, the software handles extraction and routing automatically across every payer format.
Yes. Lido covers intake via email forwarding or file upload, OCR scanning for paper documents, AI-powered field extraction, denial code routing, and structured export for payment posting. Data flows from inbox to export without manual handoffs between separate systems.
Yes. Set up email auto-forwarding from your EOB inbox to Lido. Incoming attachments are automatically queued for processing. This works for email attachments, faxed PDFs forwarded via email-to-fax services, and payer portal downloads forwarded from your inbox.
The AI extracts CARC and RARC codes from every claim line. Denied claims are flagged based on zero-payment lines with denial-related adjustment codes. You can filter by denial type and route CO-45, CO-29, PR-1, and other categories to separate follow-up queues. This turns denial management from a manual reading task into a structured workflow.
Lido exports to Excel, CSV, and JSON for import into any PMS. The REST API enables direct integration. Common integrations include AdvancedMD, athenahealth, eClinicalWorks, Kareo, NextGen, and custom billing platforms. Enterprise plans include dedicated integration support.
Most teams process their first EOBs within 15 minutes of signing up. No implementation period. No training data required. Upload an EOB from any payer and extraction works on the first document. Enterprise teams with custom integrations typically go live within one to two weeks.
Start free with 50 pages. Upgrade when you’re ready.
Built on Lido’s OCR engine
Built on Lido’s OCR engine
Built on Lido’s OCR engine
Start processing EOBs end-to-end today. Upload your first documents free and get structured payment data in minutes.
50 free pages. No credit card required. HIPAA eligible.