Patient Estimate Link on the Patient Dashboard

**A current Eligibility Check is required to return an accurate, confident estimation
.
Select the Estimate link on the Patient Dashboard, to auto-fill the following Patient information in the Patient/DOS Panel.
Patient/DOS Panel
- Name, DOB, Age, Sex (Select Clear All to delete the auto-fill)
- Use the Edit link to navigate to the Patient Dashboard to make changes.
- DOS: Defaults to Today's date.

Policy Panel
- Insurance: Insurance Name, Policy Number, Group, Group Name, Plan, Product, Assignment
- Edit Icon: Select to navigate to the Insurance Policy Information screen to make changes to the Policy.
- Insurance Management: Select the link to navigate to the Insurance Management screen to make changes to the Policy Profile.
- Eligibility as of: Defaults to current date. Selecting the link displays the current Eligibility report.
- DOS: Displays the Date of Service from the entry in the Patient/DOS panel above.
- Eligibility Status for the Eligibility as of date.
- Use the Verify Eligibility button to check Eligibility again.
- Select the Choose Previous Eligibility link to select a previous Eligibility check.

Out-of-Pocket Panel
The information in this panel, populates from the Eligibility Check.
- Select the radio button to see the results for In-Network or Out-of-network.
- Copay Type: Select the Type of Copay from the dropdown to see the Eligibilty report results and estimation results.
- Co-Insurance Type: Select the Co-Insurance Type from the dropdown.
- Deductible Type: Select the type of Deductible if applicable. The options depend on how your Eligibility Search is set up.
- OOP (Out-of-Pocket) Type: Same concept as Deductible Type.
- Patient Responsibility

Procedures Panel Options
- Select Procedures From a Previous Service.
- Select an Estimate From a Previous Estimate.
- Use the Clear link to delete information in this panel.
- A Facility can be selected.
- Select a Rendering Provider if applicable.
- Select a Billing Provider if applicable.
- Enter one or more CPT® Codes along with Modifiers and Units.
- Confidence level of Estimation.
- Breakdown of Patient Responsibility