There are several options to create a patient record from the “Patient Eligibility” screen. 


Option #1    

  • In the main menu, press the “Eligibility” button. 


  • The following screen will be displayed.


  • Enter the corresponding information to perform the patient's eligibility search.


  • Once the information has been entered, click on the “Services” button located at the top of the screen or click on the “Click to Check Coverage Eligibility” button located in the center of the screen.


  • Patient's eligibility will be displayed.


  • Press the “Create Record” button, located at the top of the screen.


  • The “Patient Details” screen will be displayed to complete the patient's demographic information record. Including the medical plan. 


  • The system will automatically assign a record number to the patient. 


Option #2

  • Click on the “QuickLinks” text, located at the top of the main menu.
  • Choose the "Eligibility" option.


  • The following screen will be displayed.


  • Enter the corresponding information to perform the patient's eligibility search.


  • Once the information has been entered, click on the “Services” button located at the top of the screen or click on the “Click to Check Coverage Eligibility” button located in the center of the screen.


  • Patient's eligibility will be displayed.


  • Press the “Create Record” button, located at the top of the screen.


  • The “Patient Details” screen will be displayed to complete the patient's demographic information record. Including the medical plan. 


  • The system will automatically assign a record number to the patient. 



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