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.
If the Claims Payer ID does not match the Eligibility Payer ID, the Eligibility Payer ID must be entered or selected from the Clearinghouse Payer List. If it is not available in the Clearinghouse Payer List, Eligibility cannot be verified for that Payer.
Eligibility can be checked from the Active Policies panel on the Patient Dashboard.
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