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🧑‍💻 How to Run an Eligibility Check

Check or rerun eligibility on a patient

From the Appointments Page

You can check eligibility in two different ways.

 

1. Live Eligibility Check

Use this method for patients without an appointment set up yet.

 
  • Click on Live Eligibility Check.
 
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  • Fill in all required information, then click Check
 
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2. Rerun Eligibility

Use this method for patients with appointments whose eligibility has previously been checked.

 
  • Choose the appointment for the patient whose eligibility you’d like to rerun
  • Click Rerun
 
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  • Our system will run a check for up to 30 seconds
 
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  • The results will show after the check is complete
 
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Further Assistance

📢 We’re here to help! Please contact your account manager if you would like some hands-on assistance.

 
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