View Eligibility Requests

View a list of all eligibility requests that your clinic has ever made from the Eligibility Requests tab on the Verification Reminders page. Use this list to keep track of which patients your clinic has sent eligibility requests for and the responses you have received for each request.

This is especially useful if your clinic staff frequently Sends Eligibility Requests for Multiple Patients, or has Set up Automatic Eligibility Requests.

The eligibility requests list displays name and date of birth for the patient, the payer, the date the request was sent, the date the results were received, and the status of the request. After an eligibility request has been returned, it will display with a Date Received and Received Status.

A PDF of the results will be available in the Eligibility Requests section of the patient chart. Clinic staff will need to review the results in the Eligibility Requests section of the patient chart and document the relevant information in the Verification section of the patient chart.

View Eligibility Requests

1. Click the Schedule tab at the top of the screen.
2. Click Reminders in the menu on the left.
3. Click Verifications. 
4. Click the Eligibility Requests tab.