In order to leverage electronic insurance eligibility checks the following must be true:
The insurance is a known payer, previously added (with insurance ID) to the payer list. Learn more about payer list here.
You have enrolled with this payer for ERAs. Contact support for assistance enrolling with payer ERAs.
The payer provides electronic eligibility. Some insurance companies do not support electronic eligibility checks. For a full list of payers that provide eligibility go here.
1. From the patient profile click "Insurance"
2. Click "Actions"
3. Click "Run Eligibility Check"
4. Review Benefits
5. Edit the "Co-Pay" field.
6. If applicable edit "Visit Limit"
7. Optionally edit the "Deductible" fields
8. Click "Save Changes"
9. Click "Mark as verified"
10. Click "Mark as Verified"
11. Status will update to Verified
