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✅ Patient Eligibility Report

A brief explanation of filters and utility of the Patient Eligibility Report.

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Summary

This report tracks the latest eligibility results for all patients, grouped by insurance company and priority (PRIMARY, SECONDARY, etc).

It also provides filtering based on date of eligibility check, patients, and whether or not you want to exclude pending eligibility checks.

Filters Supported

  • Patients
  • Date of Eligibility Check (to and from range)
  • Exclude Pending Eligibility Checks (selected by default)
  • Report Format (Excel or CSV)
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