- Navigate to my task list and click on Eligibility.
- From the tool bar within the my task list you can export to excel, open patient in EMR, and open patient in the iScheduler.
- Workflow is to fix all inactive insurances for various reasons. The list will sort by appointment, chart, patient, location, and primary insurance. Insurances can show up inactive for a variety of reasons.
- Click on the patient you want to start your tasking.
- From this list you can fix the patient demographics and ascertain why the insurance eligibility failed.
- You can view insurance cards, look at the patient set up, and change insurance information all from the screen.
- After you fix the errors, then run a real time eligibility from within the task list. When ran the partial insurance breakdown will who within the screen.
- The patient’s full breakdown is in the pdf.
- After the insurance has been updated, click on the two refresh arrows for the task to fall off the list.