How to Run Real time Eligibility and Batch Eligibility:
Eligibility in our system can be ran from the schedule or the patient set up. Eligibility can also be set up to run at night.
Batch Eligibility set up:
Navigate to the Eligibility MyTask
Click on Eligibility:
The work queue will open to the right.
Navigate to the upper right and click on the purple gear.
Choose set up:
Set the parameters for Batch eligibility to run. Choose pulling days, Coverage, NPI, Pulling types, and appointments for batch to run.
Running Eligibility real time from patient set up.
Go to the patient set up:
Click on More:
Click on Eligibility
Double Click on the Carrier you wish to run
Click ok to run Eligibility
View the insurance breakdown.
Note you will want to click on services to see copay.
You can also click on the PDF to get the full breakdown.
From the iScheduler:
Hover over the appointment you may run eligibility by right click or left click over the appointment.
Right click and follow steps above:
Left Click and follow steps above:
