Enroll for Eligibility Requests

Eligibility Requests allow users in your clinic to contact a patient's insurer and verify that patient's insurance electronically through the system. This can save time by reducing the need to have to call the insurer. When a user sends an Eligibility Request through the system, the insurer will send a PDF back through the system with information about the patient's coverage for services.

Before you can turn on and use eligibility requests in your clinic, you must enroll for eligibility requests for the payers your clinic works with.

Both new and existing customers should use the existing Payer Enrollment Template to submit a request for enrollment. The option to indicate that you are enrolling for eligibility requests will populate after you enter the Payor Type. Select the Checkbox under Do You Want To Enroll for Eligibility Request? to indicate you are enrolling that payer for eligibility requests, then fill in the rest of the requested information about your clinic and the payer.

Most enrollments will take five to seven business days to complete. The Enrollments Team will reach out to your clinic by email to let you know when enrollment is complete or if additional steps are required for certain payers.