Check Batch Eligibliity

Follow the steps below to find patients/payers to check eligibility for. 

  1. Select Patient > Batch Eligibility.

  2. Enter your Search Criteria or Load a Search Filter.

    1. Appointment Date: Select the date range you wish to view appointments for.

    2. Appointment Resources: Select an appointment resource to filter by.

    3. Appointment Statuses: Select an appointment status to filter by.

    4. Patient: Search for a specific patient you would like to use. 

    5. Payers: Select one or more options when searching for a specific payer(s) you would like to use. 

    6. Eligibility CPID: Search for payers using the eligibility CPID.

    7. Payer Priority: Select if the payer is a primary, secondary or tertiary payer.

    8. Last eligibility Check: Select a date range (in “number of days”) the last eligibility check was performed.

    9. Only show patients and payers configured for electronic eligibility: Check this box to only show patients and payers that have been previously configured for electronic eligibility. 

  3. Click Search.

  4. Optional: Click on the  icon to edit your search criteria.  

  5. Place a check in the box next to the patient(s) you would like to check eligibility for.

  6. Click on the  ✔ Check Eligibility button. 

  7. On the Check Eligibility Confirmation window, select one of the following:

    1. Use default service type based on provider/payer configuration.

    2. Specify Service Type. 

  8. Modify the Service Date Range as applicable.

  9. Click Check Eligibility.

  10. The results will display within the screen for each patient. 

  11. Click Close to exit.