EOB data extraction

Convert Explanation of Benefits (EOB) to Excel or JSON

Upload a scanned or PDF Explanation of Benefits and get the claim number, member ID, every service line, billed, allowed and paid amounts, adjustment codes and patient responsibility as clean rows — ready for your billing system, Excel or your own app.

Try a sample EOB free See plans and prices

Every service line, not just totals

Dates of service, procedure codes, billed, allowed and paid amounts and adjustment reason codes come out line by line.

Denials and underpayments stand out

Adjustment and remark codes are captured, so your collectors see what to follow up instead of reading every page.

Any payer layout

No payer-specific templates to build. Multi-page EOBs and remittance letters become one structured record.

What an extracted EOB looks like

{
  "payer": "Example Health Plan",
  "claim_number": "CLM-2026-118845",
  "member_id": "XHP448120931",
  "patient": "Jane Example",
  "provider": "Example Family Clinic",
  "date_received": "2026-09-02",
  "service_lines": [
    {
      "date_of_service": "2026-08-14",
      "cpt_code": "99214",
      "billed": 210,
      "allowed": 142.5,
      "paid": 114,
      "adjustment_codes": [
        "CO-45"
      ],
      "patient_responsibility": 28.5
    },
    {
      "date_of_service": "2026-08-14",
      "cpt_code": "85025",
      "billed": 48,
      "allowed": 21.3,
      "paid": 21.3,
      "adjustment_codes": [
        "CO-45"
      ],
      "patient_responsibility": 0
    }
  ],
  "totals": {
    "billed": 258,
    "allowed": 163.8,
    "paid": 135.3,
    "patient_responsibility": 28.5
  },
  "checks": {
    "lines_add_up_to_totals": true
  }
}

How to convert an EOB to Excel

01
Scan the paper EOB or download the PDF from the payer portal.
02
Upload it to Formalini, or try the ready-made sample EOB on the demo first.
03
Check the extracted lines; any value the reader is unsure about is highlighted.
04
Export to CSV for Excel, or send the JSON to your billing or RCM system by API or webhook.

EOB extraction questions

Which EOB fields are extracted?: Payer, claim number, member and patient details, provider, dates of service, procedure codes, billed, allowed and paid amounts, adjustment and remark codes, and patient responsibility.
Can my team process hundreds of EOBs a day?: Yes. Upload in bulk, drop a whole folder, or send files through the API and receive the results by webhook.
Does it work on denial letters and payer correspondence?: Yes. Denial letters and payer letters are read the same way — claim number, reason, codes and amounts.
Is Formalini HIPAA certified?: Not yet. Do not upload real patient data until a business associate agreement is in place — talk to us about a pilot with anonymized documents first.