Eligibility Checks in the Appointment Window vs. the Patient's Chart

Patient Real-Time Eligibility Checks

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.  

 

Note: Complete insurance information, including payer ID and Member ID number, is required for this function to run. Additionally, you must have eProvider Solutions (ePS) or Trizetto set up as your clearinghouse to use this feature as described in this article.


Eligibility from the Appointment Window


When you run an eligibility check from the appointment window, it will update the eligibility page on the appointment screen and the eligibility section on the patient's chart.


Eligibility_Appointment_Window.png



Under the Past Eligibility Checks tab, it will show the details referenced to the appointment.

Past_Eligibility_Check_with_appointment.png



Eligibility from the Patient's Chart


You can also run eligibility from the patient's chart under the Eligibility section on the left.


Chart_Elgibiligy_V2.png


This will only update the eligibility check details in the Eligibility section of the patient's chart.


Eligibility_from_Chart.png



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.


Past_Eligibility_no_Appt.png


The information in the appointment window will reflect the last check from the appointment screen.


Eligibility_Appointment_Window.png