Viewing the eligibility status for an appointment

You can quickly view the status of the eligibility verification for insurance coverage for a patient's upcoming appointment on the schedule.

Note: Insurance eligibility verification is available only for primary insurance plans.

To view the eligibility status for an appointment

1. On the Schedule menu, select Calendar.

   The Calendar page opens.

2. Locate the appointment. An "E" icon appears on the appointment tile to indicate the eligibility status.

   

   The color of the icon varies according to the status:

   •  (Orange) - Unable to verify.

   •  (Red) - Ineligible.

   •  (Green) - Eligible.

   •  (White/Green; with red dot) - Eligible; deductibles and benefits are available for importing.

   Notes:

   • You can position your pointer over the icon to view a tooltip that displays the status.

   • If the status is Unable to verify, you can click the tooltip to view the response from the payer or the reasons why eligibility could not be verified.

     

   • To view a document, if one exists, that contains the patient's eligibility and coverage details in response to the verification of coverage, click the "E" icon. You can also access that document from the Insurance Eligibility page.

   • Documents with eligibility information are stored in the corresponding patients' Document Managers. With Eligibility Essentials, standard data appears in those documents. With Eligibility Pro, enhanced data can appear in those documents; if enhanced data are not available, standard data still appear.