New Eligibility Check

Follow the steps below to perform a new eligibility check for your patient. 

1. Select Patient > Patient.

2. Use the Search field to search through your patients. 

   Place a check in the “Include inactive patients ” box to include inactive patients in your search results.

3. Select the Patient.

4. Click on the Eligibility button found at the top of the page.

5. Select New Eligibility Check.

6. The Check Eligibility window will open.

7. Use the Insurance Policy drop-down menu to select which payer to check eligibility for.

8. Use the Service Type drop-down menu to select the eligibility type.

9. Enter the Service Date Range.

10. Click Check Eligibility.

11. Optional: Print a copy of the eligibility report by clicking the  button. 

12. Click Close once finished viewing the report.