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.
Last updated: June 2026
Most practices assemble their EOB workflow from disconnected tools. A scanner handles paper documents. A file management system manages storage. Manual data entry covers extraction. A spreadsheet tracks denials. Each tool addresses one step, and the gaps between steps are where errors and delays build up.
The intake step alone introduces friction. EOBs from Blue Cross, Aetna, Cigna, Medicare, and Medicaid MCOs arrive through mail, fax, email attachment, and payer portal download. Each channel demands its own retrieval process. Paper needs scanning. Faxes get printed and rescanned (or forwarded digitally). Portal downloads mean logging into each payer’s website separately. Before anyone has reviewed a single EOB, staff have already spent time simply gathering them.
Extraction is where the largest cost resides. A billing specialist reading an EOB manually, locating each payment amount and adjustment code, and entering it into the PMS requires 3 to 5 minutes per document. At 100 EOBs per day, that amounts to 5 to 8 hours of labor. Manual keying carries an error rate of 2 to 5 percent, which triggers downstream issues in patient billing and denial management.
An integrated EOB processing system removes 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 managing 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.