Creating an Eligibility Profile

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

1. Navigate 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.  Press Create to save the profile.