Description

Screen where the history of the patients' medical plan eligibilities can be viewed. 


Access


Through Main Menu

  • On the main screen, click on the Billing button. 
  • Then, press the Transmissions button, located at the top of the screen, and select the Eligibility History option.

Through QuickLinks

  • On the main screen, click on the QuickLinks text at the top of the screen and select the Billing option. 
  • Then, click on the Transmissions button located at the top of the screen and select the Eligibility History option.

Through Patients

  • On the Patient Details screen, press the Billing button located at the top of the screen and select the Go To Billing option. 
  • Then, press the Transmissions button at the top of the screen and select the Eligibility History option.

Through Appointments

  • On the Appointments screen, press the Billing button located at the top of the screen and select the Go To Billing option. 
  • Then, press the Transmissions button located at the top of the screen and select the Eligibility History option.


Sections


Buttons

  • Refresh: When pressed, it updates the screen. 
  • Previous: When pressed, closes the screen. 
  • Filter: Section where the user can filter date range and type of eligibility, either by pharmacy eligibility, service eligibility or both. 
  • Patient: Perform eligibility search for a specific patient. 
  • Tabla: List of the history of eligibilities. This table contains the following columns: 
  • Payer: Name of the insurance company.
  • Patient: Patient's name. 
  • Record #: Patient's record number. 
  • DOB: Patient's date of birth. 
    • Result: Displays the patient's eligibility result. 
    • Active: Identifies that the patient is active in the medical plan. 
    • Inactive: Identifies that the patient is inactive in the medical plan. 
    • Invalid: System does not recognize the patient's eligibility or there were problems, when searching for it. This can happen for several reasons. 
  • Date: Displays the date, on which the eligibility search was performed.
  • Data: (Columna Derecha): By selecting one of the eligibilities in the table, the details of the eligibility data will be displayed.