How Long Should You Keep EOBs? In addition, current revision status must be maintained. When you have questions about shredding personal documents, call TrueShred at (888) 750-8783. Most dental offices will keep a copy of your EOB on file in case you have any questions about your coverage or benefits. The eXtension website, a service of public colleges and universities, recommends keeping the EOB for three to five years after the medical claim is paid in full. Also, it is asked, How long should I keep EOB statements? However for IRS audit reasons, it may be wise for a provider to retain for at least 7 years. Personally, I think once you decide if you are going to limit how long you retain records, you should have the microfilm converted to digital and store everything on the cloud. What Is the Meaning of EOB in Healthcare Services? - GoodRx Heres how to know what to save and what to toss. Thanks As the bills and EOBs for a medical service come in, match related items together, and address any discrepancies you detect. Years and years worth of them in the Patient Documents should be deleted "as you go" so to speak. Digitally, you have a few options. I would think electronic files that are organized and backed up would be preferred. Your email address will not be published. Should I scan EOBs into patients' charts? - Dental ClaimSupport How long do you have to keep insurance explanation of benefits? Retention Requirements in California. For 3 years after the April 15 deadline, keep tax return forms, schedules, and all information that supports your tax forms. You should always save your Explanation of Benefits forms until you get the final bill from your doctor or health care provider. If you don't enroll to receive direct deposit payments, you may receive future payments by virtual credit card. The typical requirement is 10 years after the patients death, however some practices keep their records longer. This could include the front side (M: mesial), back side (D: distal) or other areas of a tooth. Unfortunately, the superbill is an accounting record and should be kept for 7 years. We hope weve helped take the mystery out of it. To answer those questions, lets take a look. I assume this can be in either paper or electronic form, though I havent seen anything that clarifies this. document.write('