Eligibility checks only function for Medicare patients, based on the patient's entered Medicare number.
Schedule a Medicare instant eligibility check
From the patient's Episode Manager (alt + e) page:
- Click Misc to view the miscellaneous task scheduling options.
- Click the task's expected date(s) of service or completion on the calendar.
Eligibility tasks scheduled for future dates are automatically updated to a target date of the current date, i.e., date that task was scheduled. - Select Eligibility Check from the dropdown list under Schedule Tasks.
- Assign the staff member responsible for the eligibility verification task in the Assign To: dropdown.
- Click Insert/Update Task(s).
Results
- The task automatically updates to a Completed status.
- Eligibility results can be reviewed from the task's Print View. Below is an example of a Print View of a scheduled Eligibility Check:
