With DrChrono Real-Time Eligibility you can automatically check patient eligibility prior to a scheduled appointment, saving you the time of running the checks manually.
- To configure an eligibility check to run automatically navigate to Account > Provider Settings.
- Press the General tab and scroll down to the Appointment Settings.
- In the Auto-Run Eligibility select the number of days prior to a scheduled appointment that you want the Eligibility Check to be run.
** Please note, that complete insurance information, including payer ID and patient ID number, are required for this function to run. Additionally, you must have ePS or TriZetto set up as your clearinghouse to utilize this feature. **
When Auto-Run Eligibility is enabled you will be able to view eligibility details in scheduled appointments without having to run them each manually. Eligibility details will be visible in the Eligibility tab from the Appointment Screen.
