Creating an Eligibility Profile

Eligibility Profiles


You can create an eligibility profile to use with individual or batch eligibility checks.

1. Go to Account > Custom Fields.


2. Select Eligibility Profiles from the left menu and +Add Eligibility Profile to create a new profile.


3. Name the profile. Select Primary or Secondary. Search for your service type(s) to add to the profile.


4. Click Create to save the profile.