Post to a financial accounting record from an
explanation of benefits document.
Review the patients Explanation of Benefits found here.
Once reviewed, download the patient accounting record (ledger) here. In ledger lines 6 an 7, post
the following:
Insert date of service (DOS), reference (CPT code number, check number, or dates of service
for posting adjustments or when insurance was billed), description of the transaction, charge
amounts, payments, adjustments, and running current balance. The posting date is the actual
date the transaction is recorded. If the DOS differs from the posting date, list the DOS in the
reference or description column.