Run Batch Eligibility Check
With Batch Eligibility Check, you can open the Daily Calendar and run insurance eligibility for all patients scheduled that day. Some notes about Batch Eligibility Check:
- Batch eligibility checks are based on the following appointment details: Patient, primary insurance associated to the appointment case, and the provider. In the case of multiple providers associated to an appointment, Kareo PM attempts to use the most appropriate provider.
- Eligibility status may be delayed in displaying since eligibility reports are dependent on a response from each payer.
- Running multiple batch eligibility checks for the same day results in checks only for new appointments added to the calendar since the last run. Patients with a recent eligibility report run in the last 30 days are also excluded.
- The Batch Eligibility Check feature is not available with partner EHR systems.
To run batch eligibility check
- Open the Daily Calendar.
- Click Actions in the lower right corner of the window.
- Select Run Batch Eligibility Check.
- Eligibility status and icons:
- Patient is eligible: Verified patient eligibility displays with a green check mark icon.
- Patient is ineligible: Insurance coverage that is no longer valid displays with a red icon.
- Eligibility is unknown: Insurance eligibility that cannot be determined displays with an orange icon.
- Self-Pay case: Appointments associated with a self-pay case display with a green dollar sign icon.
- Note added to appointment: Appointments with notes display a note page icon.