Batch Eligibility Overview
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.
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
Related Articles
Real-Time Eligibility Verification
Real-time Eligibility Verification Insurance Eligibility can be checked from various locations in the System. The Eligibility Payer ID and Eligibility Time Frame is setup in the Insurance Library. Eligibility will reject if you have hyphens or any ...Eligibility History
Eligibility History can be accessed from multiple places in the System and can be viewed by Patient and by Batch. Eligibility History Report Reports > Patient panel > Eligibility History button. This report can be used to view the Eligibility checks ...Statements/Invoices Overview
Statements/Invoices Overview Statement and Invoice Profiles must be set up before Statements can be sent. Statements and Invoices must be set up separately. Both require Proofs to be approved. Statement Profiles Setup Statement/Invoice Test Batch and ...Batch Eligibility Using the Job Scheduler
Create the Batch Eligibility Job The Job Scheduler runs Eligibility in a batch for the Patients on your Appointment Schedule for a specific day. From Admin on the Left Side Menu, select the Job Scheduler button. (Admin > Job Scheduler) Select the Add ...Manually Batch and Upload Statements
Manually Batch Statements If you created a Test Statement Batch, delete it before creating your first Statement Batch to mail. Visit this link for documentation: Delete a Statement Batch. From Statements on the Left Side Menu, select Create Cycle ...