Insurance Eligibility Check

Top  Previous  Next

The Insurance Eligibility Check is a custom report that produces a list of patient information for the purposes of verifying insurance eligibility.  There are no Sorting or Selecting options as this report is demographic in nature and does not report Visit information except for the First Visit Date which must be entered in the patient demographic on the Primary Care tab where the First Visit Date field is located.  The system selects Plan Names based on the Prior Authorization option in the carrier file being checked.

 

The Insurance Eligibility Check contains one tab, the General tab.

 

General Tab

 

Task Name

Task Name displayed in the Task Viewer

Entered From

Beginning entered date of the period on the report

Entered Thru

Ending entered date of the period on the report

Cube Data

Indicates if report results should be output to a data cube

Generate Standard Report

Indicates if report results should be output to a formatted report

Run Now

Indicates in the report should be run immediately

Schedule

Indicates that the report should be scheduled to run at a future time

Schedule Button

Invokes the Task Schedule Wizard to guide the user through setting the report run date(s) and time(s)