Eligibility Display on the Calendar

Eligibility Display on the Calendar


Eligibility Display on the Calendar

If you use the Eligibility feature, the Calendar view displays the Patient's Insurance Eligibility.

  • If you do not want the Eligibility icon to display on the Calendar, uncheck the Eligibility option.
  • Select the Settings Tab.
  • In the Appointment panel, uncheck Eligibility.


Eligibility Icons


  • Hover over the icon on the Appointment to view the meaning of the status.
  • Green check mark: Eligible

  • Yellow question mark:
  • Eligibility Status Unknown
  • Either Eligibility could not be checked, or
  • The request was not within the selected Eligibility Time-Frame set up in System Settings.

  • Orange check mark: Eligible with Exceptions 

  • Red X: Not Eligible

  • N/A: Policy Not Enrolled


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