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Create EOB processing task and attach file link

Create EOB processing task and attach file link

Your EOB PDFs in shared folders stall billing intake and create manual triage work for coordinators. The workflow creates a task with file link so staff can act on EOBs same day.

Create EOB processing task and attach file link

Overview

Files landing in shared folders create invisible triage work and slow down billing cycles; this flow converts every EOB into a tracked work item so coordinators see what to act on immediately. By producing a dated task with a direct file link, your team can resolve EOBs same day and reduce downstream claim delays.

Create EOB processing task and attach file link