PERMISSIONS REQUIRED: You need the Admin permission to Enroll and Turn On 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 use Eligibility Requests, you must Enroll for Eligibility Requests with the payers your clinic works with. Once enrollment is complete, Administrators can turn on the Eligibility Requests feature in Clinic Options.
IMPORTANT: For information on subscription charges for this feature, please see the Billing Plan section under the Admin tab.
Jump to Section:
Turn On Eligibility Requests
- Navigate to the Admin tab.
- Click Basic Setup.
- Click Clinic Options.
- Scroll down to the Eligibility Request Settings card.
- Click the Edit Eligibility Request Settings button.
- Select Yes, Allow Eligibility Requests in the Eligibility Requests field. This turns on the feature for their clinic and allows users to send Eligibility Requests through the system.
- Click the Save Eligibility Request Settings button.
Turn Off Eligibility Requests
- Navigate to the Admin tab.
- Click Basic Setup.
- Click Clinic Options.
- Scroll down to the Eligibility Request Settings card.
- Click the Edit Eligibility Request Settings button.
- Select No, Don't Allow Eligibility Requests in the Eligibility Requests field.
- Click the Save Eligibility Request Settings button.