Occasionally, you'll receive an eligibility issue response. Thankfully these are rare. However, they are often the most difficult responses to resolve. And in some case there isn't anything you can do.

Below we'll show you how to resolve specific eligibility issues.

Policy Inactive, Patient Not Found or similar

Confirm the patient's insurance information is correct.

  1. Click the appointment in the list.

  2. In the appointment, click on the Patient Information tab.

  3. Scroll down to the insurance information section.

  4. Edit as needed.

Related Content: 


How To: Clean-Up Missing or Invalid Information

How To: Update Patient and Insurance Information (Non-Integrated Partners Only)

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