. The software will perform an on-demand eligibility request and retrieve eligibility details from the selected insurance provider. Any information received in the 271 transaction file will then display underneath the Eligibility History grid.Users can manually run an eligibility check for any existing insurance providers that are set up for a patient. When a user submits an eligibility request from Eligibility screen, the software performs an on-demand eligibility request and retrieves eligibility coverage information from the corresponding insurance provider that is currently selected in the Patient Insurance tab.
Follow the brief process outlined below to check the patient’s eligibility status for a payor:
1. While logged in to the software, navigate to the Patients area.
2. Select the patient for which you want to verify eligibility.
3. Using the main menu on the left, navigate to Patients | Intake / Referral | Insurance.
4. Using the Patient Insurance grid, select the payor you want to request eligibility from.
5. Click the Eligibility tab. Any existing eligibility checks for the selected patient and payor will display in the Eligibility History grid, along with information associated with the record (i.e. HIC/Policy #, Verified date, User Id that submitted the request, Coverage status, Plan Begin date, Plan End date, and Reason for rejection).
6. Click . The software will perform an on-demand eligibility request and retrieve eligibility details from the selected insurance provider. Any information received in the 271 transaction file will then display underneath the Eligibility History grid.
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Most payors support electronic eligibility checking, but some do not. Once enabled, all verification features will be available. However, clicking |
7. If desired, users can either click 
to download the 271 file that was received from the payor or click 
to generate a printable version of the eligibility details.
