PERMISSIONS REQUIRED: To see Eligibility Checks, you must have this turned on. Create a Support Ticket if you do not have access.
You can check Client Eligibility for insurance when adding a New Client, for individual Clients, or as a batch for multiple Clients at once.
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New Client Eligibility Check
You are able to check Client Eligibility while adding a new Client.
- Hover over the Managers tab in the navigation bar, and select Client Manager from the drop-down.
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- Click Add New Client.
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- Click Check Client Eligibility.
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- Fill in the fields in the pop-up window, then click Check Eligibility.
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- You will receive the information on their eligibility within two hours.
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Individual Client Eligibility Check
- Hover over the Managers tab in the navigation bar, and select Client Manager from the drop-down.
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- Open appropriate Client
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- Under the General section of the left menu, click Eligibility Checks.
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- Click Eligibility Check.
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- Fill in the fields in the pop-up window, then click Check Eligibility.
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- You will receive the information on their eligibility within two hours.
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Eligibility Checks for Multiple Clients
To run a batch Client Eligibility Check, you must have eligibility profiles created. Please contact Support to initiate this process.
- Hover over the Managers tab in the navigation bar, and select Client Manager from the drop-down.
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- Check the box(s) of the Clients you want to view, or check the box next to ID to select all Clients.
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- Scroll up to the Verify Eligibility box.
NOTE: This area will time out to remain HIPAA compliant. If you do not see this section, log out and log back in.
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- Enter the Date of Service Start and Date of Service End.
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- Click Verify Eligibility.
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