Batch Eligibility Filters

Save Batch Eligibility Filters

To help you quickly use the Batch Eligibility screen, you are able to save and use saved search filters. Using saved filters will help you pull the information you need faster. 


  1. Select Patient > Batch Eligibility.

  2. Enter your Search Criteria.  

  3. Click the Save link.

  4. Add a Name for your filter.

  5. Use the Share with drop-down menu to select whether to share this filter on the user or Customer level.

  6. Click Save.  

Load Batch Eligibility Filters

  1. Select Patient > Batch Eligibility.

  2. Click the Load link.

  3. Click on the Filter you wish to use.

Update Batch Eligibility Filters

  1. Select Patient > Batch Eligibility.

  2. Click the Load link.

  3. Click on the Filter you wish to update.

  4. Enter your updated Search Criteria.

  5. Click on the Save link.

  6. Choose whether to Update Filter or Save as New Filter.