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If you receive EOBs outside of your lockbox — via email, a payer portal, or on paper that you scan yourself — you can upload them directly to Lemma for parsing.

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Uploading EOBs

  1. Go to the EOB section in your dashboard
  2. Select Upload
  3. Choose one or more PDF files from your computer
  4. Lemma begins processing each file
You can upload multiple files at once to process a batch of EOBs in a single step. Each file creates a separate processing job.
This is a good way to get started with Lemma’s EOB features before your insurance companies update their mailing addresses to your lockbox.

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What to upload

Upload the EOB documents you receive from insurance companies. These are the remittance advice documents that detail how claims were adjudicated — which claims were paid, denied, or adjusted, along with the amounts. Supported format:
  • PDF — standard EOB documents from major insurance payers
Lemma works best with machine-readable PDFs (not scanned images of printed documents). If you are scanning paper EOBs, use your scanner’s OCR setting to produce searchable PDFs.

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Tracking processing status

Each uploaded file appears in the Active jobs table on the EOB page. You can monitor the status of each file:
StatusMeaning
UploadedFile received, queued for processing
ExtractingParsing the document
CompletedData extracted — select the payment in the Insurance payments table to review
FailedExtraction failed — check the file format and try again

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After processing

Once an EOB is processed, the extracted payment data appears in the Insurance payments table. From there, you can:
  • Review the full breakdown of claims, CPT codes, and amounts
  • See payer and payee details
  • Reconcile the payment against your deposited funds