Eligibility History Report

Reports > Patient panel > Eligibility History button.

This report can be used to view the Eligibility checks for a specific User, Insurance, DOS, and Status. It displays each Eligibility Check by Patient with the Eligibility Status.

1. Select the Eligibility History button from Reports on the Left Side Menu.

2. Use the Filter Criteria to view specific Verifications:

• Request Date From/To
• Requested By: User who made the Request
• Patient ID/Name
• Insurance
• Policy
• Status
• DOS
• Note

3. Select the Search button.

4. Select the View or Manual Entry link to see a Patient's Individual Eligibility Report.
5. The Status column shows the resulting Status of the Eligibility Request.

Examples: The Report can be used to see:

• The Eligibility checks that were requested yesterday by User, CTEST.

• The Eligibility checks that were done yesterday that returned a Not Eligible response.

Patient Dashboard Eligibility History

• On the Patient Dashboard in the Active Policies panel, select Eligibility History to view all the Patient's Eligibility Verification checks.

• Use the Filter Criteria to narrow the search.

• Select the Eligibility Date on the Insurance Line to view the Eligibility Report.

Patient Appointment Screen

Select the Patient's Appointment on the Calendar.

• The icon on the Eligibility Button shows a quick view of the Eligibility Status, such as a green check mark, red X, etc.
• Hover Over the Eligibility Button to view the Patient's Eligibility Verification checks.

• Displays Insurance, Policy #, Role, User, Eligibility Status

• Select the Eligibility Button for more Eligibility information.

• In addition to the Hover Over Information, it displays the Date the Verification was done.
• The Verify link can be used to do an Eligibility check.

• The Plus symbol can be used to check Eligibility for a specific DOS.

Scheduling Dashboard

Select the Batch Eligibility Results button.

• Displays the Eligibility Jobs that have been run by the Job Scheduler with the ability to View individual Patient's Eligibility Status.

• Use the Filter Criteria to run by specific Statuses, Scheduled Date, or Appointment Date.
• Select the View link to display all the Individual Eligibility Checks in the Job by Patient.
• Select the Appointment Date to navigate to that date on the Calendar.

Job Scheduler

Admin > Setup Panel > Job Scheduler button

This is an Admin function, therefore you may not have access.

• Select Batch Eligibility or Batch Eligibility by DOS from the Function dropdown menu in the Filter Criteria.
• Select the View link to see the Individual Patient Eligibility Checks in the last batch that was run for that Job.