Eligibility Verification for a patient can be done from the Patient Demographics as well as Scheduler. Succeeding lines explain how to verify eligibility from the scheduler.

  1. Choose the Scheduler module from the main menu. The Appointment Scheduler screen will be shown as displayed below.

Click on the patient whose eligibility is to be checked and select the  icon.

The Eligibility screen will appear as shown below.

Choose the correct Patient Insurance from the list and then click the Check Now button. The patient eligibility information will be displayed in the screen.

The details of the eligibility are displayed under the Eligibility Check Response area. This screen also displays the Eligibility Check History.