Manually Running an Eligibility Check

Anna Braga Updated by Anna Braga

In addition to being able to pull the appointments from your Practice Management System, Eligibility AI has the ability to run manual eligibility checks. If you ever need to run a manual check due to a walk-in or appointment cancellation, or if you don't have a connection to your Practice Management Software, here is how you would proceed:

From the "Daily Huddle" page, click on the blue "New Eligibility Check" button in the top right corner of the page. This will pull up the window to enter the appointment details (as shown below).

Simply fill out the date and time of the appointment, the procedure codes, the provider, patient information, and subscriber information, and select the patient's insurance company. Once you have all these sections filled out, simply click on the blue "check eligibility" button on the bottom to run the manual check.

The individual checks themselves can take between 5-30 minutes to complete. This is due to our AI not only capturing the benefit information for the patient, but also organizing and formatting that information so that all results are consistent across the payers. Because of this, we strongly recommend that you use the schedule settings to have the Eligibility AI platform run checks a few days before the appointment overnight.

For more information on the Schedule Settings, please see the "Administration Overview" on our "Introduction to Eligibility AI article".

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