You can run insurance eligibility in a few places in DrChrono, the appointment window, the patient's chart, and the eligibility dashboard. Any location will pull the insurance information for the patient. However, when you run the eligibility from a patient's chart, it will not be connected to an appointment.
Eligibility from the Appointment Window
When you run an eligibility check from the appointment window, it will update both the eligibility page in the appointment screen and the eligibility section in the patient's chart.
Under the Past Eligibility Checks tab, it will show the details referenced to the appointment.
Eligibility from the Patient's Chart
You can also run eligibility from the patient's chart under the Eligibility section on the left.
This will only update the eligibility check details in the Eligibility section of the patient's chart.
Under the Past Eligibility Checks tab, it will not show the details referenced to the appointment since there is not an appointment connected to the eligibility check.
The information in the appointment window will reflect the last check from the appointment screen.