What are the Related Documents I See in Step 2 When Adding a Bill, Payment, or EOB?

Whenever you enter a bill, EOB, or payment the second step of the process gives you the opportunity to select what we call "related documents." Marking items as related provides you with a way of grouping items in the best way you see fit. So for example, let's say you received a bill for strep throat treatment you received on 7/12/07, and are now adding a payment to take care of the balance of that bill. When you move to step two of the add a payment form you will be presented with the opportunity to check this payment as related with the previously mentioned bill.

By doing this you will be saying that this bill and payment were both part of what could be referred to as the same "instance of care." Similarly, if you later added an EOB (or 2, or 3) from the strep throat treatment, you could check them as related with the bill and payment in order to have them "join the group." Perhaps the best way to think of related documents is in the manner of a file folder. When you check items as related, they are automatically all filed together in the same "folder," so that you will always know that they were related in some way.

Associating things in this way helps both you (and us on the back end) to keep your balances straight, and correctly inform you about which bills have outstanding payments, etc.