Billing: Eligibility

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

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Click on Eligibility:

The work queue will open to the right.

Navigate to the upper right and click on the purple gear.

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Choose set up:

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Set the parameters for Batch eligibility to run. Choose pulling days, Coverage, NPI, Pulling types, and appointments for batch to run.

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Running Eligibility real time from patient set up.


Go to the patient set up:

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Click on More:

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Click on Eligibility


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Double Click on the Carrier you wish to run


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Click ok to run Eligibility

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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:

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Left Click and follow steps above: