Eligibility AI

​FAQ's for Eligibility AI

Review the most commonly asked questions by dental offices using Eligibility AI

James McKinley de Vance
Updated by James McKinley de Vance

​Introduction to Eligibility AI

Learn the basics of Eligibility AI including how it works and an overview of each section of the platform.

Anna Braga
Updated by Anna Braga

​Reviewing Eligibility & Benefit Details

The moment you've been waiting for — the meat and potatoes of Eligibility AI. Learn about where to find each detail of the patients eligibility & benefits.

James McKinley de Vance
Updated by James McKinley de Vance

Add Payer Credential with Multi Factor Authentication

Some payers that support enhanced data with Eligibility AI require multi-factor authentication (MFA). Learn how to add the MFA token in Eligibility AI.

Anna Braga
Updated by Anna Braga

Common Reasons for Failed Benefit Checks

Some appointments will be unable to complete an eligibility check due to missing data or an error. Check out the top reasons for failed checks and learn how to resolve them.

Anna Braga
Updated by Anna Braga

Managing Payer Credentials

Ensuring your payer credentials are added and up to date is a key component to the magic behind Eligibility AI. Learn the steps to add, update, and delete credentials.

James McKinley de Vance
Updated by James McKinley de Vance

Manually Running an Eligibility Check

In addition to being able to pull the appointments from your software, 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 appo…

Marcial Lopez
Updated by Marcial Lopez

Notes and Benefit Customization

You may sometimes find it necessary to add additional information to the benefits pulled with Eligibility AI, add notes for a particular patient/appointment, or override a benefit entirely. This arti…

Marcial Lopez
Updated by Marcial Lopez

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