If you do not use the Eligibility verification for 90 days, the service will be locked. Contact Support to reinstate Real-Time Eligibility.
Eligibility will reject if you have hyphens or any symbols in the Patient or Insurance information.
Verify link: Use the Verify link to run a new Verification check.
If there is a Date link, it signifies the last time Eligibility was Requested for the DOS.
If Verify is gray, hover over the Verify link to receive more information on the issue.
Plus icon: Run Eligibility for a specific date.
Date link:
06/01/2025: This is the last date that Eligibility was Requested.
06/10/2025: This is the last Date of Service for the Request.
Patient Dashboard: Eligibility was checked on 06/01/2025 for DOS 06/10/2025
The DOS will be the farthest future date where Eligibility was checked.
Example: Eligibility was checked on 06/01/2025 for DOS 06/10/2025.
The Verify link was checked again on 06/04/2025.
The Date link on the Patient Dashboard will display 06/04/2025 | 06/10/2025.
The second date will always be the farthest future date on which Eligibility has been checked.
Green Check mark: Indicates that the Patient was Eligible on the Date that is displayed.
Eligible with Exceptions: Orange check mark and needs to be reviewed.
Eligible/Review or Eligible/Review with Exceptions:
May have a green check mark but need to be reviewed.
These are usually issues with Medicare where the Patient has Medicare Part A but not Part B.
Orange Question Mark: Could not check Eligibility
Red X: Not Eligible.
Check Eligibility from the Appointment
The Eligibility button on the Patient's Appointment screen should only be used to run a New Verification check, not to view history.
Hover over the icon on the Eligibility button to see the meaning of the status. Hover over the Eligibility button to see more detail.
Select the Eligibility link to display all historical Eligibility Verification results.
Eligibility can be verified on a specific Patient from the Add/Modify Policy Screen in Insurance Management.
Eligibility History can be accessed from:
Eligibility Responses and Error Messages can be seen in multiple places throughout the System. Receiving a message other than Eligible may indicate a problem with the Insured/Policy Holder/Policy Information.
Common Real-Time Eligibility Error Responses
Batch Eligibility Using the Job Scheduler
Internal Use Only
Real-Time Eligibility Internal Settings OR Eligibility Settings