You can check the status of a patient's insurance eligibility for his or her upcoming appointment. An eligibility icon appears in the upper-right corner of an appointment tile if the corresponding patient has insurance coverage. The color of the icon varies according to the eligibility status of the patient's primary dental insurance; no other dental or medical plan affects the color. The meaning of the colors are as follows:
Yellow is "Not Checked" or "Reverify."
Green
is "Eligible."
Red
is "Not Eligible."
Note: If your practice uses the automated insurance eligibility verification feature, the statuses are updated automatically.
To check a patient's insurance eligibility for an appointment
With a patient's appointment selected in Appointment Book, right-click the eligibility icon to view the status of the patient's eligibility under each of his or her insurance plans (dental primary, secondary, and tertiary; and medical primary and secondary).
If your practice uses the automated insurance eligibility verification feature, click a dental insurance plan on the menu to view a document that contains insurance coverage information.
