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Overview

EOB Copilot reads the EOBs you upload on the EOBs tab of the Remittances page and fills in the checks and claims for you. This guide covers what to upload and which processing mode to pick. For the basic upload steps, see The EOBs Page. Note: If you are not sure which mode to pick, select Manual (no AI processing). With Manual and Process for Review, your Athelas team processes any EOB you do not work yourself.

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Quick rules

  • Upload EOBs and decision letters. Other document types are not recommended.
  • Upload them as PDF files.
  • One remittance advice per file works best, but it is not required.
  • Use clear, legible scans.
  • Keep each PDF at 100 pages or fewer.
The Create EOB panel shows upload guidance in the What to upload notice. The Create EOB panel with the What to upload notice highlighted

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What to upload

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One file

Click Browse Files and select the PDF. The file appears in the list under the upload area before you save. The Create EOB panel with one file listed Tip: EOB Copilot works best when each file holds one remittance advice. A file with more than one still uploads.

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Several files at once

You can select more than one PDF in the same upload. Each file appears in the list. The Create EOB panel with three files listed

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Choose a processing mode

The Processing Mode dropdown decides how the upload is handled. Whichever mode you pick, the EOB gets processed. With Manual and Process for Review, you can work the EOB yourself if you want to. If you do not, your Athelas team picks it up and processes it for you. You do not need to do anything else. Full Processing is the exception. The AI submits the EOB automatically, so your Athelas team does not review it before it posts.

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Manual

Select Manual (no AI processing) when you do not want to use AI, or when you are not sure which mode to pick. You can work the EOB yourself, or leave it and your Athelas team processes it for you.

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Process for Review

Select Process for Review — AI fills, you submit to have EOB Copilot fill in the EOB first. Nothing posts until the EOB is reviewed and submitted. You can review and submit it yourself. If you do not, your Athelas team picks it up. The Processing Mode dropdown with Process for Review highlighted

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Full Processing

Full Processing — AI auto-submits posts remits automatically. No one reviews the EOB before it posts, including your Athelas team. The panel shows a warning when you select it. Read the warning before you continue. The Create EOB panel with the Full Processing auto-submission warning highlighted
In Full Processing, remits are posted without human review. Inaccuracies can lead to incorrect postings. To have the EOB reviewed before it is submitted, select Manual or Process for Review instead.

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What not to upload

  • Documents other than EOBs and decision letters. They are not recommended for EOB Copilot.
  • PDFs over 100 pages. EOB Copilot cannot process them.

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PDFs over 100 pages

When a file is over the limit and an AI processing mode is selected, the panel shows a message under the file name. The Create EOB panel with the over the 100-page limit message highlighted To upload the file, do one of the following:
  • Split the PDF into smaller files and upload those.
  • Set Processing Mode to Manual (no AI processing).

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FAQ

Yes. Select several PDFs in the Create EOB panel.
Files must be PDFs.
EOBs and decision letters. Other document types are not recommended.
Split it into smaller PDFs, or upload it with Processing Mode set to Manual (no AI processing).