Eligibility Verification - Eligibility Insurance Entry

The Eligibility Insurance Entry screen allows to manually add/update eligibility for a patient’s insurance.

Open the Eligibility Insurance Entry screen by:

1. From the drop-down menu, go to Billing > Eligibility Insurance Entry.
   • From any record in the Eligibility screen, right-click and select Go To Eligible Insurance Entry.
2. You also can manually add / update eligibility by doing the following:
   • Patient- Ensure the desired Patient is entered.
   • Insurance- Select the patient’s Insurance.
   • Date Range- Select Start / End Dates.
   • Eligible- Flag the Eligible box to make claims for this insurance from this date range eligible
   • Add/Update- Click the Add/Update button to add/update eligibility.
   • Save- Click the Save button to save your changes.