Question

Am I required to retain EOBs? If so, how long?

Yes, EOB is part of the patient's financial record and should be retained for as long as required by your individual state laws. Check with your state’s dental board for any state record retention requirements. If your state does not dictate a required amount of time to retain records, then retain them for seven years, as recommended by the American Dental Association. EOBs may be kept in chronological order in a separate location so that they are easy to retrieve and do not fill up the patient’s record.

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