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1 When a payment is received on a claim, insurance companies typically include and Explanation of Benefits, or EOB, to detail the manner in which the claim was paid. The EOB is then recorded in the system. The Scanning module of PulsePro can be used to attach an image of the EOB documentation to the record in the system. Click anywhere to continue Copyright 2012 Pulse Systems, Inc. Page 1 of 46

2 To begin, it is assumed that you have opened the PulsePro application and are logged in with the appropriate security and privileges to complete this task and the workstation has a scanner connected and configured. Click the Processing option on the menu bar. Copyright 2012 Pulse Systems, Inc. Page 2 of 46

3 Click to select EOB Scan in the drop-down list. Copyright 2012 Pulse Systems, Inc. Page 3 of 46

4 The EOB Scanning window opens consisting of a toolbar, a series of fields which can be used to filter the records shown. The list pane displays the EOB images that have been previously scanned and saved. The detail pane will display the insurance providers to which the selected EOB was assigned. Copyright 2012 Pulse Systems, Inc. Page 4 of 46

5 To scan a new EOB, click the New button on the toolbar. Copyright 2012 Pulse Systems, Inc. Page 5 of 46

6 The New EOB Dialog box opens. To assign an insurance provider to the EOB record, click the Add/Modify button in the dialog box. Copyright 2012 Pulse Systems, Inc. Page 6 of 46

7 The Insurance Selection Dialog window appears which includes filter fields, two list panes and several action buttons at the bottom of the window. Copyright 2012 Pulse Systems, Inc. Page 7 of 46

8 The filter fields are helpful to quickly locate a specific insurance provider. Copyright 2012 Pulse Systems, Inc. Page 8 of 46

9 The list pane to the left will display the available providers, once selected; the right list pane will identify the providers which have been assigned to the EOB. Copyright 2012 Pulse Systems, Inc. Page 9 of 46

10 To assign a provider, click to select the checkbox next to the providers, Copyright 2012 Pulse Systems, Inc. Page 10 of 46

11 Then click the Selection button between the panes. Copyright 2012 Pulse Systems, Inc. Page 11 of 46

12 If an insurance provider has been selected in error, click the checkbox for the record in the Selected pane, then click the Remove [<<] button. Copyright 2012 Pulse Systems, Inc. Page 12 of 46

13 When finished selecting providers, click the OK button to confirm the selection and return to the New EOB dialog box. Copyright 2012 Pulse Systems, Inc. Page 13 of 46

14 Complete the fields provided, using the Tab key to advance between fields. In the EOB date field, type or select the date the document was issued. Copyright 2012 Pulse Systems, Inc. Page 14 of 46

15 In the EOB amount field, type the total amount provided from the document. Copyright 2012 Pulse Systems, Inc. Page 15 of 46

16 The Description field is used to provide additional information that may be helpful when viewing or printing the document at a later time. Typically, the check or EFT number is entered here. Copyright 2012 Pulse Systems, Inc. Page 16 of 46

17 The image of the document may now be scanned into the system. Click the Scan button on the toolbar. Copyright 2012 Pulse Systems, Inc. Page 17 of 46

18 The Scanning window opens. If the document has been previously scanned and saved to the server or workstation, click the Import button to access the image. Copyright 2012 Pulse Systems, Inc. Page 18 of 46

19 EOB s can be scanned at a central scanning station in mass and stored in a folder on the server in preparation for attaching to payments.. Or... EOB s may be individually scanned at the time of creating the payment. Click anywhere to continue... Copyright 2012 Pulse Systems, Inc. Page 19 of 46

20 Using the Open dialog box, browse to the location of the scanned image files and select the desired file either by double-clicking the file name, or by selecting the file and clicking the Open button. For this example, we will scan a new document to the system; therefore, we will click Cancel to close the window. Copyright 2012 Pulse Systems, Inc. Page 20 of 46

21 Adjust the settings, as needed, beginning with the scanner. Click the drop down arrow button to view your options. Copyright 2012 Pulse Systems, Inc. Page 21 of 46

22 Select the scanner from which you would like to pull the image. Copyright 2012 Pulse Systems, Inc. Page 22 of 46

23 Next, select the type of scanner from which you are pulling the image. Click the drop down arrow button. Copyright 2012 Pulse Systems, Inc. Page 23 of 46

24 Select the scanner type. Copyright 2012 Pulse Systems, Inc. Page 24 of 46

25 Always select the Scanner UI checkbox. Not doing will severely limits your image scanning options. Copyright 2012 Pulse Systems, Inc. Page 25 of 46

26 Once you have completed your settings, to scan the image, click the scan button on the toolbar. Copyright 2012 Pulse Systems, Inc. Page 26 of 46

27 The scanner settings window opens. Notice the wide range of setting options that can be adjusted, including the scanning area, Resolution, Scan Type, Paper Size, and Image Modes. Click the Resolution drop down arrow button. Copyright 2012 Pulse Systems, Inc. Page 27 of 46

28 Select the resolution, the standard being 150 by 150. Copyright 2012 Pulse Systems, Inc. Page 28 of 46

29 Click the drop down arrow button and select your paper size, which is typically 8 & 1/2 by 11 inches. Copyright 2012 Pulse Systems, Inc. Page 29 of 46

30 Select your image mode by clicking the drop down arrow button and making your selection. Most offices use the grayscale setting. Copyright 2012 Pulse Systems, Inc. Page 30 of 46

31 Once you have adjusted all image settings, click the Scan button. Copyright 2012 Pulse Systems, Inc. Page 31 of 46

32 A pop-up will demonstrate scanning progress. Copyright 2012 Pulse Systems, Inc. Page 32 of 46

33 The scanned image now displays in actual size. To adjust the display settings, click the drop down arrow button in the Display field. Copyright 2012 Pulse Systems, Inc. Page 33 of 46

34 You may select to scale, stretch, or show the image's actual size. Select Scaled to show as much of the image as possible in the window. Copyright 2012 Pulse Systems, Inc. Page 34 of 46

35 If a document has been scanned and attached to this record in error, or the scanned image of the document is not acceptable, it can be removed by clicking the Remove button on the toolbar. Copyright 2012 Pulse Systems, Inc. Page 35 of 46

36 If the document requires editing, use the options provided at the top of the window. For instance, if the document was scanned sideways, use the rotation buttons to turn the image to the left or right. When finished, click the Done button to save the image. Copyright 2012 Pulse Systems, Inc. Page 36 of 46

37 Finally, click the Save button on the toolbar. Copyright 2012 Pulse Systems, Inc. Page 37 of 46

38 The record appears in the list pane of the EOB Scan window and provides the details for the record that were entered. Click to select the record to populate the detail pane. Copyright 2012 Pulse Systems, Inc. Page 38 of 46

39 The detail pane now displays the insurance provider information for the selected record. If the information is not correct, click the Edit button on the toolbar to access the record and make corrections. Copyright 2012 Pulse Systems, Inc. Page 39 of 46

40 Make the necessary adjustments, then click the Save button to return to the EOB scan window. Copyright 2012 Pulse Systems, Inc. Page 40 of 46

41 To view the scanned image of the document, select the record in the list pane, then click the View button on the toolbar. Copyright 2012 Pulse Systems, Inc. Page 41 of 46

42 When finished viewing the document, click the Exit button. Copyright 2012 Pulse Systems, Inc. Page 42 of 46

43 If the EOB record has been added by mistake, click the select the record in the list pane, then click the Delete button on the toolbar. Copyright 2012 Pulse Systems, Inc. Page 43 of 46

44 For EOB documents which have payments attached to them, the Show Payments button will become available. In this case, no payments have yet been entered for this document. Copyright 2012 Pulse Systems, Inc. Page 44 of 46

45 Repeat each step for any additional documents. When finished, click the Exit button on the toolbar to return to the PulsePro dashboard. Copyright 2012 Pulse Systems, Inc. Page 45 of 46

46 Copyright 2012 Pulse Systems, Inc. Page 46 of 46

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