Re-run Eligibility on DOS for Auto-Eligibility Checks

Configure Auto Eligibility Re-run

Settings > Practice > My Practice Settings > EDI > 270 Eligibility, Coverage or Benefit Inquiry > Re-run Eligibility on DOS (if E or NE)

Automatic Eligibility Re-run on DOS

Scheduling > Appointment > Auto Eligibility > Automatic DOS Eligibility Check

View Eligibility History

Patient > Eligibility History > View Initial and Re-run Eligibility Checks

A new setting, Re-run Eligibility on DOS (if E or NE), is available under:
Settings > Practice > My Practice Settings > EDI > 270 Eligibility, Coverage or Benefit Inquiry.
The feature is disabled by default.
When enabled, the system automatically re-runs eligibility for appointments with an initial Eligible (E) or Not Eligible (NE) response.
Automatic eligibility is performed on the DOS or within 24 hours of the appointment.
Only one automatic re-run is performed during the eligible time window.
Automatic re-runs do not overwrite more recent manual eligibility checks.
Failed automatic re-runs do not replace the last successful eligibility response.
Eligibility history retains both the initial eligibility request and the automatic re-run.
Audit history identifies each eligibility request as either Auto or Manual.

Navigate to Settings > Practice > My Practice Settings > EDI > 270 Eligibility, Coverage or Benefit Inquiry.
Enable the Re-run Eligibility on DOS (if E or NE) setting.
The system performs the initial eligibility verification as part of the existing workflow.
If the initial response is Eligible (E) or Not Eligible (NE), the system automatically performs one additional eligibility check on the DOS or within 24 hours of the appointment.
If a manual eligibility check is performed after the initial response, the automatic re-run does not override it.
If the automatic re-run fails, the last successful eligibility response remains active.
All eligibility requests are retained in the eligibility history and identified as Auto or Manual.

Improves administrative transparency by recording all significant template management activities.
Strengthens compliance through immutable audit records.
Increases accountability by identifying who performed each action and when it occurred.
Simplifies troubleshooting and historical review of template configuration changes.