BEFORE

AFTER

FOR COVERAGE ELIGIBILITY SEARCH

• Go to the Appointment screen.
• Select the patients eligibility wanted. 
• Click on the More button, located at the top pf screen and select the Eligibility option.

• Or click on the information button, located in front of patient's name and select the Eligibility option.
  

• Or select patient from the calendar and then click on the Eligibility button, located at the right side of screen, in the Side Panel section.

• The following screen will be displayed: 

• In order to see the Pharmacy coverage, click on the Pharmacy tab. 
• The following screen will be displayed, with the pharmacy eligibility information. 

• SEARCH FOR HEALTH PLAN ELIGIBILITY

  • Upon entering the eligibility screen, the patient's medical plan cover, will be displayed.

  
  

• SEARCH FOR PHARMACY ELIGIBILITY
  

  • Click on the Pharmacy tab.  

  
  

  Option #1: Search eligibility for NON-existent patients.

  (For health plan eligibility only, this option does not apply to pharmacy eligibility search.)

  • From the main menu, click on the Eligibility button. Or click on the QuickLinks text, located at the top of the screen and select the Eligibility option.
    • Modern Main Menu: Press the button called "Eligibility".

  
  

  • Classic Main Menu: Click on the Eligibility button, located at the top right of the screen. 

  
  

  • Perform the following steps:
    • Record the patient's first and last name.
    • Record the patient's date of birth.
    • Select the patient's gender.
    • Record the patient's address. The city field, will fill up automatically, as soon as you enter the zip code.
    • Record the patient's health plan information.
    • Once all the information is registered, click on the Services button, located at the top of the screen or click the "Refresh" button, located in the center of the screen.

  
  

  • Patient eligibility will be displayed.