Before
It is necessary to configure the Username and Password of provider with Clearinghouse, to verify an eligibility. In addition, patient must have the insurance plan registered.
AFTER
Option #1: Search for the existing patients eligibility.
- Go to the Patients Details screen.
- Search for patient you wish to verify eligibility.
- In the search field, write the name, last name, record number, social security number or phone number.
- Click on the Insurance tab, located at the right side of screen.
The Insurances section will be displayed. Once displayed, click on the Eligibility button, located at the center of section.
The primary plan eligibility and the pharmacy benefits, will be displayed.
- If you wish to verify the eligibility details, click on the More button, located at the right side of screen and then select the Eligibility option.
- The following screen will be displayed, with the patient's eligibility detailed infor,mation.
- If you wish to verify the pharmacy eligibility benefits, click on the Pharmacy tab.
- The pharmacy benefit information will be displayed.
TO SEARCH FOR INSURANCE PLAN ELIGIBILITY
- Upon entering the Eligibility screen, the patient's medical cover will be displayed.
TO SEARCH FOR THE PHARMACY ELIGIBILITY
- In order to display the pharmacy benefits, click on the Pharmacy tab.
Option #2: Eligibility search for patients NON existing.
(Only searches for the Insurance Plan eligibility search, option does not apply for pharmacy eligibility.)
- From main menu. click on the Eligibility button. Or click on the QuickLinks text, located at the top of the screen and then select the Eligibility option.
- Modern Main Menu: Click on the Eligibility button.
- Classic Main Menu: Click on theEligibilty button, located at the top of right side of screen.
- Perform the following steps:
- Register the patient's name and last name.
- Register the patient's date of birth.
- Select the patient's gender.
- Register the patient's address. The city field will be automatically filled, once the zip code is entered.
- Register the patient's plan insurance information.
- Once all information is registered, click on the Services button, located on the screen toolbar. Or click on the Refresh button, located at the center of the screen.
- The patient's eligibility will be displayed.
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