How to Check Patient Eligibility via the EDI Portal
The steps below are for running an eligibility check from the EDI Portal.
Go to the Claims Tab
Click on EDI Portal
Click on Manage Patients
Click on Check Patient Eligibility Option
Click on "Run indivudual Eligibility Inquiry"
Click on Payer or Edit the Payer List to include the Payer needed
Enter all the details required to check
Click the Submit Eligibilty Inquiry button
Patient Insurance Eligibility Verification
Real-time Verification In the Billing applet, Go to the Patients Select a Patient Go to the Insurance tab Click the Eligibility button or double-click the Insurance that you want to verify In the Scheduling applet Make a new appointment or click on ...
EDI Portal Overview
Search Claim History Lookup any patient, submission dates, or date of service to see if your claim has been accepted by the carrier or rejected and why. Many carriers will accept an acknowledgment of acceptance from claims status as proof of timely ...
How are Eligibility Checks counted?
We track each eligibility check in our database and use that count to generate our monthly invoices. However, we exclude any checks where the response from the clearinghouse was one of the following: Request Cancelled Clearinghouse has returned ...
EDI Portal Enrollment Status
You can find this information by following these steps: Click on the Claims Tab Click on EDI Portal Hover over the "My Account" tab to the right of the page. Select "Manage Practices" Click the " View Enrollment Status" tab to the left of the screen ...
Can't access EDI Portal - Confirm TLS settings
If you can't access the EDI Portal page, and you are using Internet Explorer for your web browser, please confirm your browser's Transport Layer Security (TLS) settings. Open Microsoft Internet Explorer Click on Tools Select Internet options Click ...