Upload an Explanation of Benefits from any insurance payer. Get a clean spreadsheet with every field your billing system needs for payment posting.
Upload any document — PDF, scan, or photo — and get structured data back immediately. No setup, no templates, no waiting.
Drag and drop scanned EOBs, payer portal PDFs, or faxed documents. Upload one at a time or hundreds in a batch. Every payer format works without configuration.
Payment amounts, adjustment codes, denial reasons, patient responsibility, member IDs, dates of service, CPT codes. Each field goes into its own column.
Get an Excel file with columns mapped to your billing system. Import directly into your PMS. Also available as CSV or JSON.
Reorder columns, rename headers, and match your PMS import template exactly. Save your configuration and reuse it for every batch. No manual reformatting after export.
Member IDs like 00412789 stay as 00412789. ZIP codes keep their leading zeros. CPT codes stay intact. Excel won’t strip important digits from your data.
Payment data lands in a format that works for pivot tables. Sort by payer, group by date range, filter by denial codes. Month-end reconciliation goes from hours to minutes.
CARC and RARC codes get their own columns, not buried in free text. Filter the spreadsheet to see every denied claim at a glance for faster appeals.
Upload 200 EOBs from different payers. Get one consolidated Excel file with every payment on its own row. Split by payer or date range if you prefer separate files.
When a claim gets denied, the extracted data gives you everything needed for the corrected claim: original CPT codes, billed amounts, denial reason, and payer details. All in one row.
“Our payment posting process went from 15 hours a week to under an hour. The extracted data maps directly to our practice management system columns, so import is one click.”
“Denial code extraction saves the most time. We used to manually search each EOB for CARC codes and cross-reference them. Now the spreadsheet flags every denial automatically.”
“Our compliance team reviewed the security documentation before we started. SOC 2, encryption, BAA, 24-hour deletion. They approved it in a single meeting. That never happens with new vendors.”
Every payment posting workflow ends at the same place: structured data going into a billing system. The question is how that data gets structured. Manual keying is slow and error-prone. EDI 835 feeds are fast but only available from payers that support electronic remittance. For the paper and PDF EOBs that still arrive daily, converting them to Excel is the fastest path to payment posting.
The spreadsheet is not just a container. It is a working tool. Billing managers build pivot tables to reconcile payments by payer and date range. They filter by denial codes to prioritize appeals. They sort by patient responsibility to generate balance-due statements. A well-structured Excel file with the right columns makes all of these workflows possible without additional data manipulation.
Column layout matters more than most extraction tools acknowledge. If your practice management system expects columns in a specific order with specific headers, you need the export to match exactly. Otherwise your team spends time reformatting every file before import. Customizable column mapping eliminates that step entirely. Set up your template once, and every future export matches your PMS format.
Leading zero preservation is another detail that generic OCR tools get wrong. Member IDs frequently start with zeros. When Excel interprets them as numbers, those zeros disappear. A member ID of 00412789 becomes 412789, which fails on import. Proper EOB-to-Excel conversion stores these fields as text. For a complete guide to the extraction process, see how to extract data from EOBs automatically.
Lido’s EOB to Excel conversion handles these details by default. Every payer format, every column configuration, every leading zero. Upload your EOBs and download a spreadsheet that is ready for your billing system without manual cleanup.
Security controls audited and verified over a sustained observation period.
All data encrypted at rest and in transit with TLS 1.2+.
Uploaded EOBs automatically deleted within 24 hours. No copies retained.
Business Associate Agreement available for organizations requiring HIPAA documentation.
The default extraction includes payer name, patient name, member ID, claim number, date of service, CPT/procedure codes, billed amount, allowed amount, payment amount, adjustment codes (CO, PR, OA, PI), denial reason codes, patient responsibility (copay, coinsurance, deductible), check/EFT number, and provider information. Each field maps to its own Excel column. You can add custom fields through AI column configuration.
Yes. AI-powered extraction reads EOBs from Blue Cross Blue Shield, Aetna, Cigna, UnitedHealthcare, Medicare, Medicaid MCOs, and hundreds of regional payers. The AI understands EOB structure contextually and adapts to each payer’s layout without templates. You can upload EOBs from multiple payers in the same batch and get one unified spreadsheet back.
Yes. You can reorder columns, rename headers, add calculated fields, and map the output to match your practice management system’s import template. Column configurations are saved so you set them up once and reuse them for every batch. This means the Excel file you download is ready for direct import without manual reformatting.
Yes. Member IDs, ZIP codes, and procedure codes that start with zero are preserved as text fields in the Excel output. This prevents the common problem where Excel strips leading zeros from numeric-looking values, which can corrupt member IDs and billing codes.
Batch uploads support hundreds of EOB pages per session. The Standard plan includes 100 pages per month. Scale plans support up to 360,000 pages per year. All pages in a batch are processed in parallel and consolidated into a single Excel file, which you can also split by payer or date range.
CSV export is available alongside Excel. Many practice management systems prefer CSV for import, so both formats are supported with the same column mapping. JSON output is also available for API integrations and custom workflows. You can download the same extraction in any format without re-processing.
Start free with 50 pages. Upgrade when you’re ready.
Built on Lido’s OCR engine
Built on Lido’s OCR engine
Built on Lido’s OCR engine
50 free pages. No credit card required. HIPAA eligible.