EARLY ACCESS ONLY
Previously, when you clicked the “E” icon on an appointment, a document would open on a new browser tab. Now, a dialog box opens (without navigating you away from the calendar) and displays only the eligibility details that pertain to the current appointment, and it displays the information in an easy-to-consume format.
The patient’s name appears in the upper-left corner.
Just above the upper section, on the right, a link to the benefits doc may appear, and a link to the patient’s insurance appears.
In the upper section, the appointment provider, time, and length appear on the left. A link to view the patient’s contact information, a link to view the insurance carrier’s contact information, and an eligibility status icon appear on the right.
The following can also appear:
- In the upper section, if any procedures are associated with the appointment, those appear. For each procedure, the coverage details appear if available in the payer’s response.
- In the lower section, the deductibles and maximums appear as applicable if available in the payer’s response.
Note: An orange warning indicator appears where information is missing or unavailable.
You can do any of the following:
- Click the Patient link to view contact information for the patient.
- Click the Insurance link to view contact information for the insurance carrier.
- Click the Benefits Doc link to open the eligibility document on a new browser tab. This link is available only if the eligibility status for the patient’s insurance plan was not changed manually.
- Click the Patient Insurance link to open the patient’s Insurance Information page on a new browser tab. Remember to close that tab after you are done viewing the information.
When you are done viewing the eligibility information for the appointment, to close the dialog box, click Close (in the lower-left corner).
The following images are examples of what the dialog box looks like when you click an appointment’s “E” icon if the eligibility status is “Unable to Verify” or “Ineligible.”
