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When insurance companies mail explanation of benefits documents to your Lemma lockbox address, Lemma scans the mail, deposits any enclosed checks, and automatically parses the EOB data.

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How it works

1

Payer mails the EOB

The insurance company sends an EOB (often with an enclosed check) to your lockbox mailing address.
2

Lemma receives and scans the mail

When mail arrives at your lockbox, it is opened and scanned. Checks are deposited into your linked bank account. The scanned documents appear in the Lockbox section of your dashboard.
3

EOB is parsed automatically

Lemma detects EOB documents in your incoming mail and extracts the payment details — payer, patient, claim line items, and amounts. A processing job appears in the EOB > Active jobs table.
4

Review the parsed data

Once processing completes, the extracted payment appears in the EOB > Insurance payments table. Select it to review the full breakdown of claims, CPT codes, and amounts.

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Setting up your lockbox for EOBs

No additional setup is needed. If your organization has a lockbox, any EOB documents that arrive are parsed automatically. To start receiving EOBs at your lockbox:
  1. Note your lockbox mailing address from the Lockbox page in your dashboard
  2. Update payer records with your insurance companies to use this address for remittance
  3. EOBs will begin appearing in the EOB section as they arrive
It can take a few weeks for insurance companies to update their mailing addresses. In the meantime, you can upload EOBs manually to start using the parsing and reconciliation features right away.

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Automatic reconciliation

Lemma is actively expanding the list of insurance payers that support fully automatic reconciliation — matching parsed EOB line items directly to your outstanding claims with no manual review required. As the only banking platform built exclusively for healthcare, Lemma understands the nuances of medical billing and invests heavily in payer-specific parsing so you can get back to focusing on patient care.
We add support for new payer formats on a regular basis. If you work with a payer whose EOBs are not yet auto-reconciled, let us know and we will prioritize it.