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EOB Dashboard

EOB Dashboard is the file inbox. Each row is one remittance PDF (or image), not one patient. Think of it as the stack of envelopes on the insurance desk: you drop new mail here, you open an envelope to work the people inside, and you archive envelopes you are done with.

Open it from the sidebar: EOB Dashboard.

What you see at the top

Four summary cards (the exact numbers come from files your role can see):

Card Plain meaning
Today’s uploads Files dropped in today.
Pending review Files that still need a person.
Payments posted Files that made it through to Open Dental.
Failed jobs Files Ordo could not read, or posts that failed.

There are also small charts (daily uploads vs posted, mix of statuses, payment value). They are a pulse check, not a financial close. For sliced numbers, use Reports.

The file list

Each row typically shows:

  • File name (for example Cigna_EOB_2026-08-24.pdf)
  • An EOB ID (Ordo’s internal number — useful when you email support)
  • When it was uploaded
  • How far along it is (Uploaded, Extracting, Extracted, Failed, Archived, …)
  • Counts once reading finishes: patients, claims, procedure lines, payment amount

Type part of the file name or EOB ID. This does not search patient names. For patient names, use the Patients module.

Example. You remember the file was “the big Cigna from last Thursday” but not the patient. Search Cigna. Open the file. Then search for Maria inside that file.

Status filters (tabs)

Tab What it includes
Active Everything that is not archived. Your normal working list.
Uploaded Arrived, reading not finished.
Queued Waiting in line to be read.
Extracting Ordo is reading the PDF right now.
Extracted Reading succeeded; you can open and work it.
Failed Reading (or a later step) failed.
Archived Hidden from Active and from Reports.

Uploaded date

Same date control as Reports. Presets include today, last 7 days, last 30 days, and this month. Combine it with a status tab.

Example. Friday afternoon, Jennifer wants only this week’s failed files:

  1. Date preset: last 7 days
  2. Tab: Failed
  3. If the list is empty, nothing failed this week.

Export

Export downloads the current list (after search and filters), not the entire history. Use it for a huddle spreadsheet or to attach to an email.

Uploading EOBs

If your role includes Upload EOBs, you will see an upload control.

Accepted files: PDF, TIFF, PNG, JPEG.

What happens after you drop a file:

  1. The file is stored.
  2. Status moves through Uploaded → Queued → Extracting.
  3. Ordo reads the page and pulls out patients, claims, and procedure lines (plan covered amounts).
  4. Status becomes Extracted (ready) — or Failed if the layout is not supported.

Which insurance layouts work today?

Reading is built for Cigna Dental standard EOB layout. If you upload a different carrier’s format, the file may land in Failed with a message like “unsupported EOB format.” That is a limitation of the reader, not a problem with your PDF viewer.

Example: Jennifer uploads Monday’s remittance

  1. Jennifer (Admin) opens EOB Dashboard.
  2. She clicks Upload EOBs and drops Cigna_Remit_Aug24.pdf.
  3. A progress row appears. She waits until the status is Extracted.
  4. The row now shows something like 3 patients, 3 claims, 8 procedures.
  5. She clicks the row to start work. (Mike could also open it; he cannot upload if his role forbids it.)

If she is in Demo, she may skip upload and use a sample file that is already there. Demo never writes to the live practice database.

Opening a file

Click the row. You leave the inbox and enter Inside an EOB — the patient list for that remittance.

Nothing has been posted yet. Opening is always safe.

Archiving and restoring

If your role includes Archive:

  • Archive takes the file out of Active and out of Reports. Use this for duplicates, test files, or remittances you will not post.
  • Restore (from the Archived tab) puts it back.

Archiving is not deleting. The file and its extracted patients are still there.

Example. A coordinator uploaded the same PDF twice. Archive the duplicate so Reports does not double-count uploads. Work the copy that extracted cleanly.

What your role changes on this screen

Permission What you can do here
EOB dashboard (view) See the list and open files.
Upload EOBs Drop new files.
Archive Archive or restore files.

Viewers can watch the inbox. They cannot upload or archive.