Description  

Screen use to search for the patient's eligibility.


Access


Through Main Menu

  • Click on the Appointments button in the Main Menu screen. 
  • Once in the Appointments screen, click on the More button, located at the top of screen and then select the Eligibility option.   
  • Then select the option of "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 screen and then select the Eligibility option. 
  • Or select the Patients option. Once in screen, select patient and then select the More button, located at the top of screen and select the Eligibility option. 
  • On the "Appointments" screen, select the patient and press the "More" button, located 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 press the "Eligibility" button.

Through Patients

  • Click on the Patients Detail button in Main Menu screen. 
  • Once in the Patients Detail screen, select patient and then select the More button, located at the top of screen and select the Eligibility option.
  • Or press the "Insurances" tab, located on the right side of the screen and then press 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.
  • 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 press the "Eligibility" button.


Sections 


Buttons 

  • History: Allows to display the patients eligibility history. 
  • Services: Allows to search for the patient's service eligibility. 
  • Pharmacy: Allows to search for the patient's pharmacy eligibility.
  • Print: Allows to print the patient's eligibility. 
  • Reset: Clears all registered entries. 
  • Close: Allows to close 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 to select the patient's primary insurance payer.
  • Contract: Allows to register the patient's primary insurance contract. 
  • Group: Allows to register the patient's primary insurance group. 

Secondary Insurance: 

  • Payer: Allows to select the patient's secondary insurance. 
  • Contract: Allows to register the patient's secondary insurance contract. 
  • Group: Allows to register the patient's secondary insurance group. 



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