Extract and Reconcile EOB Data Automatically

How EOB reconciliation works in Lido

Lido reads EOBs from any payer format and fills your reconciliation template.

1. EOBs arrive

EOB documents land via email, portal download, or direct PDF upload.

2. Claim lines extracted

AI extracts patient name, date of service, CPT code, billed amount, allowed amount, copay, coinsurance, adjustment codes, and payment from each claim line.

3. Fields map to template

Extracted values populate your reconciliation spreadsheet — one row per claim line, every column filled automatically.

4. Exceptions flagged

Denials, partial payments, and adjustment codes surface so your team reviews only claims needing attention.

What changes for your billing team with Lido

The manual reconciliation loop

A billing specialist manually types allowed amounts, adjustment codes, and payments from each EOB into a spreadsheet.
A stack of 50 EOBs takes most of a day to reconcile line by line.
Denial codes and underpayments are buried in the data entry queue, delaying appeals.

The Lido approach

Upload the EOB batch and every claim line is extracted into the right column of your template.
Denials and adjustment codes are surfaced immediately for review.
Your team focuses on exceptions and appeals, not data entry.

EOB formats Lido handles

Commercial payer EOBs

UnitedHealthcare, Aetna, Cigna, Blue Cross — any payer format or layout.

Medicare remittance advice

CMS-1500 based remittance with standard adjustment reason codes.

Medicaid EOBs

State-specific Medicaid formats with varying layouts and code systems.

Dental and vision EOBs

Specialty benefit EOBs with procedure-specific fields and maximums.

Healthcare automation

From EOB PDF to reconciliation spreadsheet in seconds, not hours.

Upload an EOB and your template. See every claim line extracted and mapped.

Common use cases

Medical billing

Daily ERA/EOB processing

Lido extracts every claim line from daily payer EOBs so reconciliation starts immediately.

Revenue cycle management

Denial tracking and follow-up

Denial codes and adjustment reasons extracted and categorized into a prioritized appeal list.

Practice management

Patient balance calculation

Allowed amounts, copays, and coinsurance extracted so patient balances calculate without manual lookup.

Clearinghouse integration

Automated posting file generation

EOB data formatted into the posting file your clearinghouse or PM system requires.

Zero manual posting

Every claim line, every payer, every field — extracted automatically.

Try Lido free. Upload your first EOB batch and see the reconciliation sheet filled in minutes.

Extract and reconcile EOB data automatically