How to Specify Eligibility Criteria?
Settings > Billing > Plan
User can specify eligibility criteria to highlight differences in information between patient and insurances system.
Follow the workflow to Add/Edit a Plan. User can expand Miscellaneous section to select Eligibility Entities for each Plan. The Eligibility Entities is a multi-select drop-down with following information to be set by user.
All entities are selected by default except Group No. and Group Name.
To inquire patient’s eligibility, click here to view the eligibility’s difference.
