BEFORE
Username and Password of provider with the Clearinghouse must be configured to verify the patients eligibility. In addition patient must have his Insurance Company information.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.
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