RTE: Real Time Eligibility

Articles

Real-Time Eligibility Dashboard
We are in the process of rolling this feature out to all clients, and we expect the feature to be live for all accounts by 11/26/2024.  If you do not see this in your account on 11/26 please reach out to support for assistance. You can u...
Real-Time Eligibility Verification from a Patient's Chart
DrChrono allows you to verify eligibility and see what type of benefits your patient has under their insurance plan before you provide services. To access the Real-Time Eligibility tool, you first need to open a patient's chart ( Patients > Pat...
Eligibility Checks in the Appointment Window vs. the Patient's Chart
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 eligibil...
Specialty Specific Eligibility
DrChrono can verify eligibility for either single or multiple specialties at a time and log past eligibility checks for future reference. Running Eligibility Navigate to Patient’s chart > Eligibility screen Search for ...
Running Eligibility when the Claim goes to an Alternative Payer
DrChrono has added an exciting new feature for those claims where the eligibility information comes from one company, and the claim goes to another payer for processing. This scenario is most common in the chiropractic and mental health fields...
Creating an Eligibility Profile
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...
Save Time with Auto Eligibility Checks
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 ...
Create and Use Eligibility Groups
Learn how to create and use eligibility groups
Eligibility Dashboard
We are in the process of rolling this feature out to all clients, and we expect the feature to be live for all accounts by 11/26/2024.  If you do not see this in your account on 11/26 please reach out to support for assistance. Options to r...