When eligibility responses are returned, an eligibility icon appears automatically in the Appointment Book, the Family File, and the Appointment Information dialog box based on status.
To view a patient's eligibility status
1. In the Appointment Book, the Family File, or the Appointment Information dialog box, click the eligibility icon.
A menu appears.
2. Click View Eligibility Detail.
The Document Center opens displaying the insurance eligibility report for the selected patient.
3. Review the report, and then click Close.