Description  

Screen used to search for the patient's eligibility.


Access


Through Main Menu

  • Click on the Appointments button on the Main Menu screen.
  • Once on the Appointments screen, click on the More button located at the top of the screen, and then select the Eligibility option.
  • Then select the option Eligibility or press the Eligibility button, located in the Side Panel.
  • You can also press the button located in front of the name of the patient and press the Eligibility button.

Through Quicklinks

  • Click on the Quicklinks text located at the top of the screen and select the Appointments option.
  • Once in the Appointments screen, click on the More button located at the top of the screen, and then select the Eligibility option.
  • Select the Patients option. Once on the screen, choose a patient and then click the More button, located at the top of the screen, and select the Eligibility option.
  • On the Appointments screen, choose the patient and tap the More button situated at the top of the screen.
  • Select the Eligibility option, or press the Eligibility button located in the Side Panel. 
  • You can also press the button located in front of the patient's name and then press the Eligibility button.

Through Patients

  • Click on the Patient Details button on the Main Menu screen.
  • Once on the Patient Detail screen, select the patient and then click on the More button, located at the top of the screen and choose the Eligibility option.
  • Select the Insurances tab, located on the right side of the screen, and then click on the Eligibility button, located at the top of the section.
  • Or press the Appointments button located at the top of the screen.
  • On the Appointments screen, select the More option located at the top, and select the Eligibility option.
  • Press the Eligibility button located in the Side Panel.
  • You can also press the button located in front of the patient's name and press the Eligibility button.


Sections 


Buttons 

  • History: Displays the patient's eligibility history.
  • Services: Allows for searching for the patient's service eligibility.
  • Pharmacy: Allows you to search for the patient's pharmacy eligibility.
  • Print: Allows printing the patient's eligibility.
  • Reset: Clears all registered entries. 
  • Close: Allows you to close the screen.

Patient Information

  • Name: Displays the patient's name.
  • DOB: Patient's date of birth.
  • Gender: Patient's gender. 
  • Address: Patient's address.

Primary Insurance: 

  • Payer: Allows the selection of the patient's primary insurance payer.
  • Contract: Allows registering the patient's primary insurance contract.
  • Group: Allows registering the patient's primary insurance group.

Secondary Insurance: 

  • Payer: Allows selecting the patient's secondary insurance.
  • Contract: Allow to register the patient's secondary insurance agreement.
  • Group: Allows for registering the patient's secondary insurance group.



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