Eligibility Status Report is used to check the eligibility of a single or a bulk number of patients at a time. In other words, it is also called batch eligibility verification. When the report is generated, it gives eligibility information about the list of patients based on the search criteria. Eligibility status reports can be generated only if the eligibility verification option is activated with the clearinghouse.

Table 1 provides the filter options provided in the Eligibility Status Report.

Field Description
Appt. Date From/To Provide Start and End dates or select an appropriate date range from the drop-down.
PR.INS. Primary Insurance
Appt. Type Consultation/Follow Up etc
Appt. Status Checked in/ Checked out/ Canceled/Missed, etc.
Appt. Source Select how the appointment was made Web/Phone/Email/ Walk-in
Legal Entity To search by Legal entity
Provider Name To search by provider
Coverage status Active Coverage, Active: full Risk Capitation, Active: services capitated, inactive, inactive: pending Eligibility Update, etc.

Image 1 shows a sample search screen.

Image 1

Select the appropriate search criteria and click on Search button to view the result. Image 2 is a sample eligibility status report.

Image 2

To verify the eligibility, hit button. If the full eligibility details for a patient need to be reviewed, click on the icon under the view header; a new window with detailed eligibility information will appear as in Image 3.

Image 3

Besides that, the report can be exported to excel spreadsheet by clicking on the symbol.