You can use the Eligibility Dashboard to run eligibility at the same time for an entire group of patients.
- Navigate to Schedule > Eligibility Dashboard.
- You can run eligibility by searching for a patient, individual provider or office, date range, or status.
- Under the Eligibility Status dropdown menu, you can select which statuses you would like to use in the eligibility check.
- You can view more of the individual patient's info by clicking on the () icon.
- To run eligibility click the Run Eligibility button.
- In the batch eligibility window, select Primary or Secondary Insurance.
You can run eligibility for the selected appointments and existing service types.
You can run eligibility by searching for a service type or by an eligibility profile that you can create. For more information click here.
- Click Run Eligibilities after making your selections.
You will see a message in the top right of your screen. Once the check is complete after a few minutes you can come back to see the results.