Enabling or disabling batch insurance eligibility verifications

Dentrix Ascend can automatically verify insurance eligibility for patients with upcoming appointments. You can turn this functionality on and off as needed per location. Also, if automatic batch insurance eligibility verification has been turned on for your location, Dentrix Ascend verifies eligibility every three hours for patients with appointments that are scheduled for the next specified number of lead days (business days with appointments; based on the location's hours and whether appointments are scheduled on those days), skipping patients whose eligibility has already been verified automatically (either as part of a batch or individually) in the current calendar month.

Note: Dentrix Ascend also verifies eligibility immediately after an appointment is scheduled today or for the next specified number of lead days unless a verification has already received within the past 30 days.

To enable or disable batch insurance eligibility verifications

1. If you are not already viewing the correct location, select it on the Location menu.

2. On the Settings menu, under Location, click (or tap) Location Information.

   The Location Information page opens.

3. Do one of the following:

   • To enable automatic batch insurance eligibility verification, set the Batch Job for Insurance Eligibility switch to On. Then, set the number of lead days for batch eligibility verifications.

     

   • To disable automatic batch insurance eligibility verification, set the Batch Job for Insurance Eligibility switch to Off. Eligibility verifications can only be initiated manually.

     

4. Click (or tap) Save.