Co-Founder and CXO, eAssist
Sandy Odle is the Co-Founder and CXO of eAssist Dental Solutions, where she has played a key role in shaping the company’s business and marketing strategies, leading to record growth and national recognition on the Inc. 500 and Utah Top 100 lists. A passionate social entrepreneur, Sandy believes that business is about building meaningful connections and creating personalized solutions that truly meet customer needs. Her relentless commitment to delivering exceptional client experiences is at the heart of eAssist’s mission. Drawing on the discipline and attention to detail honed during her early career as a ballet dancer, Sandy brings a unique blend of creativity, precision, and work ethic to everything she does.
An EOB is a Legal Document
Everyone who posts dental insurance checks knows what an EOB is and how important that document is. It explains if and how the claim was paid and if the patient still owes money to it. The EOB has details that should be examined for accuracy because sometimes it may contain errors.
How to store an EOB
An EOB should be stored in a safe HIPAA-compliant fashion. It’s best to scan the document into the patient’s electronic chart or a master file within the computer document system. Many dental offices still store these documents in paper form in a folder or file drawer which, unless locked, is not HIPAA compliant or safe from fire or other disasters.
How long should an EOB be stored?
Cigna, a large insurance carrier, recommends that you keep EOBs for at least one year. eXtension Campus, a service of public colleges and universities, recommends keeping them for three to five years after the claims are paid in full. You can also contact your state’s dental society or the American Dental Association.
A good rule of thumb is to keep them for three years and then shred them. If there is a complicated case or the patient is in a dispute over the dental treatment I would hold those for seven years.
To ensure your EOBs are stored properly consider partnering with eAssist for your dental billing. We are a HIPAA-verified company and will ensure they are stored correctly. To learn more schedule a free consultation today.
Spotlight
The 7 Deadly Sins of Dental Claims Denials
Learn how to avoid the most common claim mistakes and get paid faster.
Download eBook
Dental Insurance Billing Done for You
Discover how eAssist helps practices simplify billing and boost collections.
See How It Works
Talk to a Dental Billing Specialist
Not sure where to start with medical billing? Let’s talk.
Book a Consultation
