> ## Documentation Index
> Fetch the complete documentation index at: https://docs.athelas.com/llms.txt
> Use this file to discover all available pages before exploring further.

# The EOBs Page

## 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.

<Warning>
  **Don't see Remittances in your navigation menu, or the EOBs link sends you to the Home page?** Your user does not have access yet. See [Get access to the Remittances page](#get-access-to-the-remittances-page).
</Warning>

<Info>
  Old bookmarks and saved links to the **EOB Creation** page no longer work. Update them to [https://insights.athelas.com/remittances/eobs](https://insights.athelas.com/remittances/eobs).
</Info>

## 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.

<img src="https://mintcdn.com/air_athelas/iErBxMoDqam9Dutz/images/insights_biller/general_billing/the_eobs_page/the_eobs_page_1.webp?fit=max&auto=format&n=iErBxMoDqam9Dutz&q=85&s=a3bdcd4941049a44bb314f2a3d63d3a4" alt="Remittances in the navigation menu and the EOBs tab on the Remittances page" width="1600" height="998" data-path="images/insights_biller/general_billing/the_eobs_page/the_eobs_page_1.webp" />

You can also go straight to the tab with this link: [https://insights.athelas.com/remittances/eobs](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.

<img src="https://mintcdn.com/air_athelas/iErBxMoDqam9Dutz/images/insights_biller/general_billing/the_eobs_page/the_eobs_page_2.webp?fit=max&auto=format&n=iErBxMoDqam9Dutz&q=85&s=f8e349820c6b948f320d9b3339bd1bf2" alt="The banner on the old EOB Creation page with the new EOBs page link highlighted" width="2000" height="1512" data-path="images/insights_biller/general_billing/the_eobs_page/the_eobs_page_2.webp" />

This video shows both ways to reach the EOBs tab: the banner link, and the navigation menu.

<video controls>
  <source src="https://mintcdn.com/air_athelas/iErBxMoDqam9Dutz/images/insights_biller/general_billing/the_eobs_page/the_eobs_page_3.mp4?fit=max&auto=format&n=iErBxMoDqam9Dutz&q=85&s=8450b7e833dade522a9fb5ee618f06ab" type="video/mp4" data-path="images/insights_biller/general_billing/the_eobs_page/the_eobs_page_3.mp4" />
</video>

## Upload EOBs

### Upload a single EOB

1. Open the **EOBs** tab and click **Create EOB**.

   <img src="https://mintcdn.com/air_athelas/iErBxMoDqam9Dutz/images/insights_biller/general_billing/the_eobs_page/the_eobs_page_4.webp?fit=max&auto=format&n=iErBxMoDqam9Dutz&q=85&s=1f9eb9b0b33e360b6b2fa32c1cef9779" alt="The EOBs tab with an arrow pointing to the Create EOB button" width="3024" height="1898" data-path="images/insights_biller/general_billing/the_eobs_page/the_eobs_page_4.webp" />

2. Click **Browse Files** and select the EOB PDF from your computer. You can also drag the file into **Drop Files Here**.

   <img src="https://mintcdn.com/air_athelas/iErBxMoDqam9Dutz/images/insights_biller/general_billing/the_eobs_page/the_eobs_page_5.webp?fit=max&auto=format&n=iErBxMoDqam9Dutz&q=85&s=8a49adbea3bacfbe796546b46e9704bf" alt="The Create EOB panel with the Browse Files button highlighted" width="534" height="998" data-path="images/insights_biller/general_billing/the_eobs_page/the_eobs_page_5.webp" />

3. Check that the file appears in the list under the upload area.

   <img src="https://mintcdn.com/air_athelas/iErBxMoDqam9Dutz/images/insights_biller/general_billing/the_eobs_page/the_eobs_page_6.webp?fit=max&auto=format&n=iErBxMoDqam9Dutz&q=85&s=7c3ec30a88bc9a521ecd5b9545bca7a2" alt="The Create EOB panel with the selected file listed" width="534" height="998" data-path="images/insights_biller/general_billing/the_eobs_page/the_eobs_page_6.webp" />

4. Click the **Processing Mode** dropdown to open it.

   <img src="https://mintcdn.com/air_athelas/iErBxMoDqam9Dutz/images/insights_biller/general_billing/the_eobs_page/the_eobs_page_7.webp?fit=max&auto=format&n=iErBxMoDqam9Dutz&q=85&s=512193e826e0c1b94217587816a46e62" alt="The Create EOB panel with the Processing Mode dropdown open" width="534" height="998" data-path="images/insights_biller/general_billing/the_eobs_page/the_eobs_page_7.webp" />

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](/insights_biller/general_billing/eob_copilot_upload_guide#choose-a-processing-mode).

   <img src="https://mintcdn.com/air_athelas/iErBxMoDqam9Dutz/images/insights_biller/general_billing/the_eobs_page/the_eobs_page_8.webp?fit=max&auto=format&n=iErBxMoDqam9Dutz&q=85&s=b3608d693f43851250591fc50236e171" alt="The Processing Mode dropdown with Manual (no AI processing) highlighted" width="534" height="998" data-path="images/insights_biller/general_billing/the_eobs_page/the_eobs_page_8.webp" />

6. Click **Save**.

   <img src="https://mintcdn.com/air_athelas/iErBxMoDqam9Dutz/images/insights_biller/general_billing/the_eobs_page/the_eobs_page_9.webp?fit=max&auto=format&n=iErBxMoDqam9Dutz&q=85&s=3fcecc03a128cb8319f19a2504559428" alt="The Create EOB panel with Manual processing mode selected and the Save button highlighted" width="534" height="998" data-path="images/insights_biller/general_billing/the_eobs_page/the_eobs_page_9.webp" />

EOBs must be PDF files.

### 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.

<video controls>
  <source src="https://mintcdn.com/air_athelas/iErBxMoDqam9Dutz/images/insights_biller/general_billing/the_eobs_page/the_eobs_page_10.mp4?fit=max&auto=format&n=iErBxMoDqam9Dutz&q=85&s=50bd506b2303b56c8bb8d449ea5b5d0e" type="video/mp4" data-path="images/insights_biller/general_billing/the_eobs_page/the_eobs_page_10.mp4" />
</video>

## 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.

<Warning>
  The old **EOB Creation** permission does not carry over. A user who could open the EOB Creation page still needs the **Remittances** permission to reach the EOBs tab.
</Warning>

If you are not an administrator, ask an administrator at your practice to follow the steps below for your user.

### 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](/insights_admin/my_practice/manage_staff_permissions#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](/insights_admin/my_practice/manage_staff_permissions).

### FAQ

<Accordion title="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**.
</Accordion>

<Accordion title="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.
</Accordion>

<Accordion title="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](#get-access-to-the-remittances-page).
</Accordion>

<Accordion title="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](#get-access-to-the-remittances-page).
</Accordion>


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