This feature is in beta. If you would like to become a beta partner, please reach out to support.
The Insurance & Eligibility screen brings insurance management and eligibility verification into one unified experience. This update reduces clicks, improves visibility, and helps front-desk and billing teams work more efficiently.
What’s New
- Insurance and eligibility are now combined into a single screen
- Eligibility results display directly under each insurance
- Insurance priority changes are easier and safer
- Archiving replaces deleting to preserve historical data
- Modernized design for faster, more intuitive workflows
Key improvements include
- A unified Insurance & Eligibility screen that combines insurance details and eligibility verification in one place.
- Easier management of insurance priority, including safe switching between primary, secondary, and tertiary coverage with system safeguards.
- Simplified archiving and un-archiving of all insurance types, including Auto Accident and Workers’ Compensation.
- Inline eligibility results are displayed directly beneath each insurance, reducing navigation and context switching.
- Improved insurance ID card uploads and visibility.
- A refreshed, modernized design to support faster, more intuitive workflows.
- Expanded support for specialized insurance types, including Auto Accident, Workers’ Compensation, DME, and tertiary insurance data capture.
Additional resources:
- Understanding the Layout of the Screen
- Adding, Editing, and Archiving Insurance
- Requesting an Eligibility check and viewing eligibility history
- Auto Accident / Workers' Compensation / Durable Medical Equipment Payers
- Best Practices for Check-In
- Video Walkthrough