Eligibility profiles help medical offices streamline real-time insurance eligibility checks by standardizing how coverage information is requested and reviewed across payers. By reducing manual entry and ensuring consistent, accurate eligibility responses, eligibility profiles enable staff to quickly confirm benefits and patient responsibility during scheduling and check-in. The result is a more efficient intake process, fewer eligibility-related issues, and a better experience for both staff and patients.
You can create an eligibility profile to use with individual or batch eligibility checks.
- Navigate to Account > Custom Fields.
- 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.
