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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 Posting Analytics.

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, Confirm layout, Queued, Extracting, Extracted, Failed, Archived, …)
  • When the layout is known but not processed yet: a Confirm layout badge and a subline like Detected Cigna
  • Counts once reading finishes: patients, claims, procedure lines, payment amount

The row menu (three dots) includes Download EOB and, when the file is waiting for confirmation, Process {payer} (or Process EOB). Download EOB saves the original uploaded PDF or image to your computer — the file you dropped, not an Ordo export. Use it when you need to re-read the remittance, attach it to a support email (prefer EOB ID first), or compare it to what Ordo extracted.

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; may still need detect or confirm.
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 Posting Analytics.

There is no separate Confirm layout tab. Files waiting for confirmation usually sit under Active or Uploaded, with the Confirm layout badge on the row.

Uploaded date

Same date control as Posting Analytics → Overview. 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 Upload EOBs. That opens Upload EOB Documents.

Accepted files: PDF, JPG, and PNG, up to 50 MB each. Prefer a text PDF from the payer portal. Photos and scanned PDFs are read with on-server OCR when needed.

Three ways to upload

Mode What it does Button
Upload Saves the file now. Detect and process later from the dashboard. Upload
Detect & upload Identifies the remittance layout, then asks you to confirm before extracting patients. Detect & upload
Fill from sample Download a sample, fill your text/CSV data, upload — it becomes the EOB. Upload template

Detect & upload is the usual Monday path:

  1. Drop the remittance(s). Progress may say Uploading & detecting… / Detecting….
  2. Ordo shows what it found — for example “This looks like Cigna · 3 pages” with a Ready badge. Unrecognized files show Unsupported.
  3. Toast: Detected {payer} — confirm to process.
  4. Click Process EOB (or Process EOBs for several). Click Later if you want to confirm from the list or inside the file.

After you process, the row moves through Queued / Extracting and becomes Extracted — or Failed if reading fails.

You can also open a Confirm layout row and click Confirm & process on the file page, or use Process {payer} on the row ⋯ menu.

Which insurance layouts work today?

Ordo auto-detects many remittance layouts, including Cigna Dental, Cigna DHMO, MetLife, Guardian, BCBS (HCSC), several Delta Dental printed forms (not one Delta-for-all), MCNA, United Concordia / Equitable, Envolve, Physicians Mutual, Sun Life, DentaQuest, Careington, Mutual of Omaha, Aetna Medicare, ManhattanLife, Lincoln Financial Group, and Premera Blue Cross.

The full table, file types, and OCR notes: What files and layouts Ordo reads.

Other carrier layouts land as Unsupported or Failed with a clear message. 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, chooses Detect & upload, and drops Cigna_Remit_Aug24.pdf.
  3. Ordo shows Ready · This looks like Cigna. She clicks Process EOB.
  4. When the status is Extracted, the row 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. Download EOB is also on that page if you already have the file open.

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 Posting Analytics. 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 Posting Analytics 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.