Batch Eligibility Overview
You must have Real-Time Eligibility Verification enabled in your Database to check Eligibility in a batch. Contact Support for more information.
Patient Eligibility can be checked in a batch for the Appointments on the Calendar using the Job Scheduler. For documentation on using the Job Scheduler to check Eligibility, select this link: Using the Job Scheduler for Batch Eligibility.
You must use the Calendar for Appointments to check Eligibility in a batch.
Eligibility Best Practice
Alert: Set the Eligibility Time-Frame to prevent running Eligibility on Appointments that have already been verified. The Eligibility Time-Frame default is Calendar Month.
Use two Eligibility jobs to prevent missing last minute Appointment Eligibility checks.
- Job 1: Set one job to run several days before the Appointments.
- Job 2: Schedule the second job to run the evening before or morning of the scheduled Appointments to capture Appointments that were scheduled after the initial run and for which Eligibility has not been verified yet.
- The Appointments where Eligibility has already been verified will not batch again if the Eligibility Time-Frame is set up correctly.
EQ Codes
Service Type Codes (EQ) is used to identify healthcare services and benefits. These codes are used when requesting an Eligibility response.
- Each Payer may have different supported Service Types for Eligibility and Benefits
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