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Lemma helps billing teams track insurance payments by parsing explanation of benefits (EOB) documents and matching them to deposited funds. Instead of manually reading EOBs and cross-referencing bank statements, Lemma extracts the data and surfaces matching transactions for you.

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Two ways to get EOBs into Lemma

Lockbox auto-parsing

Insurance companies mail EOBs to your Lemma lockbox address. Lemma scans and parses them automatically.

Manual upload

Upload EOB PDFs directly from your computer. Upload in bulk to process large batches at once.

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What Lemma extracts

For each EOB, Lemma extracts:
  • Payer — the insurance company name, address, phone number, and tax ID
  • Payee — your practice’s information as listed on the EOB
  • Patient details — patient name and member ID
  • Claim line items — CPT codes, service dates, charged amounts, allowed amounts, paid amounts, and patient responsibility
  • Payment totals — the total amount the payer is remitting

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Reconciliation

Once an EOB is parsed, Lemma automatically looks for transactions with matching amounts in your account. This lets you confirm which deposits correspond to which insurance payments without manually comparing statements.

Reconcile payments

Learn how to match parsed EOBs to deposited funds.