The EOBs Page

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Overview

The EOBs tab on the Remittances page is where you upload Explanation of Benefits (EOB) files to Insights. It replaces the EOB Creation page and its Post a New EOB button, which were retired on September 30, 2026. This guide covers where to find the EOBs tab, how to upload one or several EOBs at once, and how to get access if you cannot see the page.

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Find the EOBs tab

1. In the left navigation menu, open Daily Operations.
2. Select Remittances.
3. Click the EOBs tab at the top of the Remittances page.

You can also go straight to the tab with this link: https://insights.athelas.com/remittances/eobs. If you are on the old EOB Creation page, click the new EOBs page link in the banner at the top of the page. This video shows both ways to reach the EOBs tab: the banner link, and the navigation menu.

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Upload EOBs

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Upload a single EOB

1. Open the EOBs tab and click Create EOB.
2. Click Browse Files and select the EOB PDF from your computer. You can also drag the file into Drop Files Here.
3. Check that the file appears in the list under the upload area.
4. Click the Processing Mode dropdown to open it.
5. Select Manual (no AI processing). Note: Select Manual (no AI processing) unless you know which of the other modes you need. With Manual, you can work the EOB yourself, or leave it and your Athelas team processes it for you. To learn what each processing mode does, see the EOB Copilot Upload Guide.
6. Click Save.

EOBs must be PDF files.

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Upload multiple EOBs at once

You can upload several EOB files in one go. This is the replacement for bulk upload on the old EOB Creation page. The steps are the same as for a single EOB. In step 2, select all of the files at once. Each file appears in the list before you save. An Upload EOBs panel shows the progress of each file. Each uploaded file appears as a new row on the EOBs tab.

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Get access to the Remittances page

Access to the Remittances page, including the EOBs tab, is controlled by the Remittances page permission. Permissions come from roles: if any role assigned to a user includes Remittances, that user has access. A user without the permission does not see Remittances in the navigation menu, and opening the EOBs link sends that user to the Home page. If you are not an administrator, ask an administrator at your practice to follow the steps below for your user.

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Grant access (administrators)

First, make sure a role includes the Remittances permission. The Administrator role includes it. To add it to another role:

1. Go to Settings → My Practice → Team Members.
2. In the Roles sidebar, hover over the role and click the Edit (pencil) icon.
3. In the permission tree, select Remittances.
4. Click Save.

Roles managed by Athelas cannot be edited. To give access without assigning a broader managed role, create a custom role that includes Remittances. See Create a custom role. Then assign the role to the user:

1. On the Team Members page, find the user and click the Edit icon at the end of the row.
2. In Permission Roles, add the role.
3. Click Save.

The user must refresh the page to see the change. It can take a short time to apply. If Remittances still does not appear after a refresh, log out and log back in. For more on roles and permissions, see Manage Staff & Permissions.

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FAQ

Where did the Post a New EOB button go?

The EOB Creation page and its Post a New EOB button were retired on September 30, 2026. Use the Create EOB button on the EOBs tab instead: Daily Operations → Remittances → EOBs.

How do I bulk upload EOBs like before?

Click Create EOB on the EOBs tab and select all of the files you want to upload. Multiple EOB files can be uploaded in one go.

Why does the EOBs link take me to the Home page?

Your user does not have the Remittances page permission. Ask an administrator at your practice to assign you a role that includes it, then refresh the page. See Get access to the Remittances page.

I had access to EOB Creation. Why can't I see the new page?

The old EOB Creation permission does not carry over to the new page. The EOBs tab requires the Remittances permission. See Get access to the Remittances page.